昨天，2025年上海党外专家服务日——"同心聚智慧，众志绘新篇"助力科创高地建设在松江区举 行。除松江主会场活动外，全市15个区分会场当日同步开展各有特色、形式多样的专家服务活动。 活动现场启动松江"同心荟"6G产业专家服务站，来自市经信系统、复旦大学、上海交通大学、同 济大学、华东师范大学、上海大学、东华大学等高校的30位党外专家受聘入站服务。会上发布了松江区 科创企业重点技术需求清单，相关6G重点企业针对技术"痛点"提出需求。现场专家与企业结对签约， 达成初步意向。专家与企业家还围绕6G未来产业发展与应用、专家服务站建设规划、科技成果转化实 践等议题展开现场对话，分享创新案例，深入探讨技术落地、产业升级中的痛点、堵点和机遇。 记者 张骏 市委常委、统战部部长陈通出席主会场活动。 ...

9月20日，在合肥举行的2025世界制造业大会开幕式上，中国企业联合会、中国企业家协会发 布"2025中国制造业企业500强"榜单， 华为、比亚迪、美的、广汽等47家粤企上榜。 尤为亮 眼的是，在研发强度排名前十的企业中，粤企占据半壁江山，展现出广东制造业在科技创新领 域的强劲动能和领先地位。 | 排名 | 公司名称 | 营业收入(亿元) | | --- | --- | --- | | ব | 华为投资控股有限公司 | 8,620.72 | | 6 | 比亚迪股份有限公司 | 7,771.02 | | 20 | 美的集团股份有限公司 | 4,090.84 | | 22 | 广州汽车工业集团有限公司 | 4,033.54 | | રૂક | 广州工业投资控股集团有限公司 | 2,758.96 | | 38 | 立讯精密工业股份有限公司 | 2,687.95 | | 40 | 中国电子信息产业集团有限公司 | 2,664.38 | | 45 | 广州医药集团有限公司 | 2,530.11 | | 66 | 珠海格力电器股份有限公司 | 1,891.64 | | 71 | 中国国际海运集装箱(集团)股份有限公司 | ...

第三，低空经济是香港新增长引擎之一，而流动通讯网络是当中不可或缺的基础设施。通讯事务管理局 (通讯局)将于2025年年底前推出无人机专用频谱及相关发牌制度，提供额外流动网络确保无人机安全高 效运作，在通讯方面全力支持低空活动发展。 政府亦致力维持香港通讯系统的高效运作。香港正全面检视电话智能卡实名登记制的整体运作，并已于 七月向资讯科技及广播事务委员会介绍初步建议的加强措施，包括降低个人用户可登记电话储值卡的数 量上限，以及订立新罪行打击不当使用已登记的电话智能卡的行为。 9月19日，香港商务及经济发展局(商经局)局长丘应桦介绍2025年《施政报告》中与电信及广播事务相 关的政策项目和进展。他表示，香港积极推动电信业持续发展，通过维持香港通讯系统的高效运作，以 扩展未来6G应用及商业服务，支持低空活动发展等。同时鼓励市场竞争和创新科技的应用，务求为市 民带来更优质、更多元化的服务。 丘应桦指，首先，在推动航天科技（000901）发展建设方面，商经局正研究简化申请营办低轨卫星牌照 的审批流程，目标于2025年内完成相关研究工作，并于2026年公布相关结果。当局希望透过简化的申请 制度，能吸引相关企业、人才及投资 ...

Group 1 - The evolution of mobile communication technology occurs approximately every ten years, with the current standards transitioning from Rel-18 to Rel-19, and the completion of Rel-18 expected in June 2024 [1] - The 6G standardization has officially started this year, marking a significant shift towards a communication revolution aimed at the AI era, rather than a simple upgrade from 5G [1][3] - The vision for 6G is to create a global interoperable wireless platform that leverages the latest technologies, including AI, to enhance user experience and system performance, with commercial deployment anticipated around 2030 [3] Group 2 - Qualcomm has prioritized 6G innovation, focusing on early-stage research and foundational studies, particularly integrating AI deeply into 6G systems to support new services for an AI-connected future [5] - The year 2025 marks Qualcomm's 40th anniversary and 30 years of engagement in the Chinese market, highlighting the company's long-standing collaboration with mobile ecosystem enterprises in China [7] - Qualcomm is actively collaborating with global partners, including those from China, to advance the 6G standardization process, reflecting a strong commitment to international cooperation in this field [3][5]

9月11日-12日，由知识产权出版社主办的第十四届中国知识产权年会在北京举办。12日下午，高通公司副总裁兼法律顾问克里斯·朗曼（Chris Longman）出 席年会分论坛"知识产权法治建设：全球规则与中国方案"并发表主题演讲，从高通的实践与经验出发，分享了对创新者如何从中国知识产权生态系统受益这 一话题的看法与思考。 朗曼在演讲中介绍道，今年恰逢高通公司成立40周年，也是高通与中国移动产业合作的30周年。他强调，高通的DNA是研发，无论是成立之初，还是今 天，高通始终专注于基础研发，高通每年将营收的约20%投入研发，研发投入累计已超过1000亿美元。多年来，高通始终依靠全球知识产权体系来保护其创 新成果。目前，高通在全球拥有超过16万项授权专利和专利申请，高通的中国发明专利申请和授权量多年来始终稳居在华外企前列。 朗曼在演讲中提到，高通公司发轫于无线通信领域，他还介绍了移动通信标准和产品的技术演进有三个关键阶段——早期研究、标准制定、商业化。朗曼指 出，在前两个阶段，即早期研究和标准制定阶段，需要大量资金投入，而回报却充满不确定性；在第三个阶段，即商业化阶段，通常是发明问世后多年，创 新型公司可以通过标准必 ...

Core Viewpoint - The Ministry of Industry and Information Technology and the National Forestry and Grassland Administration have jointly issued a notice to promote the construction of "Broadband Forestry and Grassland," aiming for significant improvements in network coverage in forest and grassland areas by the end of 2027 [1][2]. Group 1: Key Objectives and Tasks - By the end of 2027, 90% of forest station areas are expected to have 4G/5G network coverage, with significant enhancements in key locations such as populated areas and fire lookout towers [1]. - The notice outlines nine tasks focusing on enhancing network coverage in important locations, strengthening network construction in key areas, optimizing the construction environment, and improving network maintenance and usage levels [2]. Group 2: Communication Infrastructure Development - The notice emphasizes the need for various communication transmission methods, including fiber optics, microwave, and satellite, to optimize network coverage in natural protected areas [3]. - It highlights the importance of collaboration between telecommunications companies and local governments to ensure funding and support for the "Broadband Forestry and Grassland" projects [4]. Group 3: Current Achievements and Future Plans - As of July 2023, China has established 4.598 million 5G base stations and over 30.53 million gigabit network ports, achieving "gigabit access in every county and 5G access in every township" [4]. - The Ministry of Industry and Information Technology plans to continue enhancing network construction and application, focusing on 5G and gigabit optical networks, and advancing research and development in 6G technology [5].

Group 1 - The core idea of the articles revolves around the development and significance of 6G technology, highlighting China's leading position in research and development efforts [1][4][6] - The collaboration between Peking University and City University of Hong Kong has led to the creation of an ultra-broadband optoelectronic integrated system, which is likened to a wide highway for electronic signals, enhancing the flexibility and speed of data transmission [1] - Huawei's strategic foresight in investing in 6G research since 2017 aims to secure patent positions and explore new capabilities beyond traditional communication, emphasizing the integration of communication and sensing [4][10] Group 2 - 6G is expected to enhance performance metrics by 10 to 100 times compared to 5G, integrating various capabilities such as communication, sensing, AI, and big data, which will support new business models and applications [6][10] - The International Telecommunication Union (ITU) has defined the vision for 6G, focusing on enhancing mobile broadband, low-latency communication, and massive connectivity, while also enabling a seamless integration of communication and perception [6][11] - The anticipated applications of 6G include satellite communication, vehicle networking, and remote conferencing, which will significantly expand the scope of the mobile industry [10][11] Group 3 - Huawei's vision of "Connected Intelligence" aims to bridge the gap towards Artificial General Intelligence (AGI), positioning 6G as the neural hub for future AI agents [10] - The company has invested over 1.249 trillion RMB in R&D over the past decade, solidifying its leadership in the global communication network sector [13] - The transition from 5G to 6G is projected to occur around 2030, aligning with national plans for AI to drive high-quality development and widespread adoption of intelligent applications [11][13]

Core Insights - The widespread application of 5G technology is significantly transforming communication and societal operations, while the development of 6G is actively underway globally [1] - Qualcomm, as a leading company in communication technology, is at the forefront of industry development through its technological advancements and strategic initiatives [1] Group 1: 6G Development Path - The development path for 6G is clear within the 3GPP global standardization framework, with Release 20 establishing formal technical research projects [2] - Release 21 will initiate the standardization of the first version of 6G, laying the groundwork for its deployment by 2030 [2] - Qualcomm aims to incorporate important optimization technologies into the 6G system, focusing on physical layer communication enhancements [2] Group 2: AI Integration and System Design - 6G is designed for the AI era, integrating new applications and edge AI scenarios into communication systems [3] - AI will be deeply embedded in the 6G system, not only enhancing performance but also supporting new AI-driven services [3] - The design of 6G will require balancing compatibility with existing systems while achieving significant advancements [3][4] Group 3: Industry Impact and Future Vision - Qualcomm's innovations are driving the digital and intelligent transformation across various industries, including smart homes, industrial applications, and automotive solutions [6] - There is a global recognition of the profound impact of AI and communication technology on economic development and connectivity [6] - The future envisions a highly interconnected world with new applications in virtual reality, IoT, humanoid robots, and autonomous vehicles [7]

Group 1 - The Chinese government has officially included 6G technology in its future industry cultivation framework, indicating its strategic importance alongside other technologies like biomanufacturing and quantum technology [2] - By 2040, the number of 6G terminal connections is expected to increase by over 30 times compared to 2022, with monthly data traffic projected to grow by over 130 times, leading to a market potential of hundreds of billions of terminal connections and trillions of GB in monthly traffic [4][2] Group 2 - The Ministry of Industry and Information Technology has emphasized the acceleration of 6G research and development, aiming to enhance the quality of the information and communication industry and promote industrial internet innovation [2] - The 6G standardization process is set to begin in June 2025, with the first version of the technical specifications expected to be completed by March 2029 [3] - China has maintained a leading position in 6G patent applications, with 89.9% of these being invention applications, showcasing its strength in 6G innovation [3] Group 3 - Several companies are proactively engaging in 6G-related research and development, with ZTE successfully completing tests in areas such as communication perception integration and wireless artificial intelligence [5] - Companies like Sunlord Electronics and Shenglu Communication are also involved in foundational research for 6G technology, focusing on various communication components and network integration strategies [5] - Wanma Co. has indicated its commitment to closely follow the developments in 6G technology and its applications [6] Group 4 - Among the 6G concept stocks, 15 companies are projected to achieve profitability in 2024, with some experiencing significant year-on-year profit growth [6] - Yiyuan Communication is expected to report a net profit of approximately 540 million yuan in 2024, reflecting a year-on-year increase of about 495.33%, driven by the recovery in the IoT market [6] - Major companies like China Mobile are actively involved in 6G research and are focusing on standard formulation and related work to prepare for future developments [6]

Financial Data and Key Metrics Changes - Revenue for Q2 was $300 million, significantly exceeding the guidance of $170 million, driven by the Samsung arbitration award and HP license agreement, compared to $224 million in Q2 of the previous year [14][19] - Annualized recurring revenue (ARR) reached an all-time high of $553 million, a 44% increase year-over-year, primarily due to momentum in the smartphone program [7][16] - Adjusted EBITDA for the quarter was $237 million, with an adjusted EBITDA margin of 79%, up from 71% in Q2 of the previous year [19] - Non-GAAP EPS reached an all-time high of $6.52, well above the guidance range of $2.67 to $2.90 [19] Business Line Data and Key Metrics Changes - The smartphone program's ARR increased 58% year-over-year to $465 million, with nearly 80% of the global market under license [9][17] - Revenue from the consumer electronics (CE) and IoT program increased 175% in Q2 to approximately $65 million, driven by the new HP agreement [9] - The total contract value of licenses signed since 2021 exceeded $4 billion, indicating strong momentum in the IP as a service business model [9] Market Data and Key Metrics Changes - The new Samsung agreement does not cover digital TVs and display monitors, which are under a separate license [8] - The company has secured agreements with major Chinese OEMs, including Oppo and Vivo, enhancing its smartphone program [9] Company Strategy and Development Direction - The company aims to exceed $1 billion in ARR across all programs by 2030, leveraging growth in smartphone and CE/IoT sectors [18] - The development of 6G technology is a key focus, with expectations of opening new monetization opportunities in various verticals such as industrial IoT and smart cities [10][11] - The company emphasizes the importance of foundational research and innovation in maintaining a competitive edge in the industry [6][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future growth potential, particularly in the wireless market and adjacent verticals [35] - The company is closely monitoring potential legislative changes regarding IP tariffs but has not made any definitive comments on the impact [26][27] - The updated guidance for 2025 reflects confidence in continued progress and potential catch-up payments [28] Other Important Information - The company plans to attend several investor events in Q3, including the Jefferies Tech Conference and the Evercore Tech Conference [22] - The company maintains a strong balance sheet and continues to return capital to shareholders through buybacks and dividends [19] Q&A Session Summary Question: Tax rate outlook with new revenue contributions - Management indicated that the long-term tax rate is expected to remain in the mid to high teens, potentially slightly lower due to new tax legislation [25] Question: Potential tariffs on IP - Management is monitoring the situation closely and maintains open dialogue with policymakers [26][27] Question: Long-term wireless market opportunities - Management is optimistic about future growth in wireless and adjacent markets, particularly with the development of 6G technology [35] Question: Streaming opportunity and Disney litigation update - Continuous dialogue with major players is ongoing, and progress has been made in the Disney litigation [38][40] Question: Contribution of Samsung to recurring revenue - Samsung's contribution to recurring revenue increased to $33 million for the quarter, up from $20 million based on the prior agreement [59] Question: Recurring revenue growth trajectory - Management expects recurring revenue to trend based on existing contracts, with potential for new agreements to be additive [60][62] Question: Historical trends in contract renewals - Renewal outcomes vary, with examples showing both significant increases and moderate growth depending on the situation [64]