此次供应的芯片将聚焦车载信息娱乐及互联核心需求，依托高通骁龙座舱平台的技术优势，实现更流畅的多屏交互、 更精准的语音控制以及更丰富的车载娱乐生态整合，契合大众加速推进软件定义汽车战略的核心诉求。对于大众而言，与 高通的深度绑定能够强化其核心零部件采购整合能力，提升半导体技术集成专业度，为旗下车型的智能化升级提供稳定的 核心硬件支撑；而高通则可借助大众的全球市场影响力，进一步扩大汽车芯片的装机规模，巩固其在智能座舱芯片领域的 领先地位 —— 数据显示，2025 年高通汽车芯片全球市场份额已达55%，其中智能座舱芯片装机率更是高达77%，稳居行业 第一。 随着汽车行业向智能化、网联化加速转型，车载信息娱乐系统已成为车企差异化竞争的关键赛道，此次高通与大众的 长期合作，不仅是双方战略布局的重要落子，更将为全球软件定义汽车领域的技术协作提供参考范本。未来，双方有望基 于此次合作进一步拓展协作边界，在智能座舱与辅助驾驶融合等更广泛的领域深化技术联动，共同推动汽车智能化体验的 升级迭代。 高通技术公司与大众汽车集团正式签署长期供应意向书，明确自2027年起，高通将成为大众区域化软件定义汽车 （SDV）架构落地的核心技术供 ...

Core Insights - The continuous iteration of AI large models is driving transformative upgrades in traditional industries, particularly in the chip sector, which is expected to undergo significant changes [1] - AI is anticipated to foster the evolution of new industries and demands, with a focus on smart driving and robotics, as highlighted by Qualcomm's efforts in adapting its technology for various sectors [2] - The emergence of physical and biological intelligence is expected to lead to breakthroughs in AI healthcare, new drugs, and foundational sciences, with a projected increase in the number of robots surpassing humans by 2035 [3] Group 1: AI Development Trends - Zhang Yaqin identified five trends in AI development, including the transition from generative AI to intelligent agents and the rapid rise of AI risks [1] - The scaling law in the pre-training phase is expected to slow down, while the structure of the industry will evolve into a "foundation model + vertical model + edge model" framework [3] Group 2: Qualcomm's Strategic Focus - Qualcomm is actively exploring the robotics and smart wearable device markets, believing that their application scale could rival or exceed that of smartphones [2] - The company has launched the "Leap Dragon" brand to target industrial and embedded IoT markets, aiming to create a comprehensive platform matrix covering both consumer and industry-grade terminals [2] Group 3: Market Opportunities and Challenges - The robotics market is unique, with a significant overlap in technology between automotive and robotics sectors, presenting opportunities for chip development tailored to specific applications [4] - Qualcomm has been collaborating with local supply chain partners in China to foster innovation, particularly in the XR (AR and VR) space, which has seen extensive development over the past decade [5] Group 4: Industry Collaboration and Future Outlook - Qualcomm emphasizes the importance of collaboration with industry partners to drive the redesign and redefinition of products through AI [6] - The company is committed to providing high-quality products and has integrated NFC support in its chips to meet IoT application demands [7] - By creating application demonstration cases and conducting industry-specific analyses, Qualcomm aims to help various sectors, including manufacturing, realize the potential of 5G and AI technologies for transformation [8]