近日，韩国LG电子宣布，将在2026年1月于拉斯维加斯举行的国际消费电子展（CES 2026）上发布 其与高通合作的全新的AI座舱平台（AI Cabin Platform）。这款创新车载解决方案专为汽车高性能计算 （HPC）系统而设计，采用生成式人工智能（AI）技术，由高通技术公司提供支持。 有关人士表示，在传统车载系统中，往往将大量功能简单罗列，却忽视了用户的实际使用感受，导致功 能之间相互割裂，用户难以获得连贯、流畅的体验。而LG与高通合作的下一代智能座舱平台，将用户体验置 于核心位置，通过先进的神经网络架构，持续学习用户在驾驶过程中的行为习惯，将实现从功能堆砌到与用 户深度共创优质体验的华丽转身。 对于行业影响多大 有行业人士指出，供应商联手打造下一代智能座舱平台，其意义远不止于功能的叠加，更是一场车载AI 技术范式的深刻变革。传统智能座舱的AI应用，数据处理大多依赖云端，这使得车辆在信号不佳的区域，如 偏远山区、地下停车场等地，AI功能会大打折扣。而新平台实现了本地化AI推理，将AI模型运算直接置于车 载芯片中，这一转变标志着车载计算从"云端辅助"迈向"本地主导"的新阶段。 据称，在这一款下一代智能座 ...

Core Insights - Qualcomm, led by Brazilian engineer Cristiano Amon, is focusing on developing AI chips for various consumer devices, aiming to enhance human-computer interaction [1][2] - Unlike competitors like NVIDIA that are investing heavily in data centers, Qualcomm emphasizes the advantages of deploying AI at the consumer device level [1] - Qualcomm's non-Apple related business has seen a 15% revenue growth over the past two years, with a semiconductor business EBITDA margin of around 30% [1] Company Overview - Qualcomm is a leading mobile processor manufacturer with a diverse client base that includes major global smartphone brands [2] - Cristiano Amon, who has been CEO since 2021, is recognized as one of the highest-ranking Brazilians in the global tech industry [2]

Core Insights - Apple's A-series chips, once leading the market, have seen a decline in performance compared to competitors like Qualcomm and MediaTek [1][3][5] - The A19 chip, while strong in single-core performance, struggles in multi-core performance against rival chips [5][8][10] Performance Comparison - The A19 chip has a single-core score of 5,177, outperforming many Intel and AMD chips, as well as Apple's own M-series chips [7][8] - In multi-core performance, the A19 scores below 15,000, significantly trailing behind Intel's top CPUs, which can reach nearly 200,000 [10] Market Position - The A19's performance is now on par with MediaTek's Dimensity 9500 but cannot compete with Qualcomm's Snapdragon 8 Elite Gen 5 [5][6] - The decline in A-series chip performance is attributed to Apple's focus on developing M-series and modem chips, leading to a dilution of resources [3][5]

Core Insights - Qualcomm has established deep partnerships with nearly all major smartphone brands in China over the past 30 years, expanding its collaboration into the automotive sector in recent years [1] - The company views the trends of self-developed chips by manufacturers like Apple and Xiaomi as a long-standing issue, emphasizing the importance of providing valuable technology and services to clients [1] - Qualcomm's chairman in China, Meng Pu, identifies AI, automotive, and robotics as emerging fields with significant growth potential, predicting that the market sizes of these sectors could equal or exceed that of smartphones [1][6] Qualcomm's Strategy and Market Position - Qualcomm's chips are characterized as general-purpose, allowing for economies of scale, while different manufacturers have varying demands [1] - The company has supported nearly all major automotive brands in China over the past three years, participating in the launch of over 210 vehicle models, showcasing the rapid pace of innovation in the Chinese automotive industry [5] - Meng Pu highlights the need for Qualcomm to adapt quickly to the demands of Chinese manufacturers, which often require faster implementation of new technologies compared to their Western counterparts [5] AI and Future Technologies - Meng Pu believes that true artificial intelligence is still in its early stages, with current applications being relatively basic, and anticipates that all products will eventually need to be reimagined with AI [5] - The company is focusing on edge AI, which runs directly on devices, to enhance privacy and provide real-time responses, as opposed to cloud-based AI solutions [4] - Future product strategies will not involve developing entirely new chips for each new device category but will instead adopt a platform-based approach to maintain cost-effectiveness and versatility [6] Emerging Opportunities - The next growth engines for Qualcomm are seen in smart connected vehicles, robotics, and smart eyewear, with a strong emphasis on AI integration in these areas [6] - Meng Pu predicts that the market for robotics and wearable devices, including AR and VR, will grow significantly, potentially matching or exceeding the smartphone market [6] - The company aims to explore suitable chip solutions for robotics, which share many commonalities with automotive technology, while also addressing the challenges of performance, energy consumption, and cost in developing AI eyewear [6]

Core Viewpoint - Qualcomm's CEO Cristiano Amon stated that Xiaomi's self-developed chips are not expected to impact Qualcomm's business, emphasizing that Qualcomm will continue to be a strategic supplier for Xiaomi's chip needs [1] Group 1 - Qualcomm's Snapdragon chips are currently used in Xiaomi's flagship devices and will continue to be utilized in future models [1]