Investment Rating - The report does not explicitly provide an investment rating for the telecommunications industry or 6G technology. Core Insights - The telecommunications industry is at a pivotal moment due to the AI surge and the initiation of 6G standardization, which is expected to reshape society beyond the 6G era [4][5] - The report emphasizes the need for flexibility in network design to accommodate evolving AI-driven requirements across diverse devices and regions [6][29] - AI is anticipated to be a core enabler of network evolution, enhancing performance and enabling new services that were not possible with previous generations [49][86] Summary by Sections 1. Introduction - The rapid evolution of large-scale AI models is driving a shift towards an "AI-native" era, fundamentally reshaping industries and everyday life [16][18] - The document outlines three key dimensions: impact of AI traffic on networks, network for AI, and AI for network and implications for 6G architecture evolution [19] 2. Impacts of AI Traffic on Networks - Mobile data consumption is currently dominated by video applications, accounting for 70-75% of total traffic [20] - AI applications are expected to grow, but their current impact on mobile network traffic remains modest, primarily text-based interactions [21][24] - Future AI applications may lead to increased uplink demand, particularly from devices like AR glasses and autonomous vehicles [27][28] 3. Network for AI - 6G networks should provide new AI-enabled services and capabilities beyond mere connectivity [8][35] - Key design enablers include dynamic networking, advanced QoS, distributed computing, and intelligent orchestration [39][40] 4. AI for Network and Implications for 6G Architecture Evolution - AI is expected to enhance network management, enabling autonomous operations and intelligent orchestration [53][54] - The core network and RAN will benefit from AI integration, improving resource utilization and operational efficiency [59][62] - The evolution of 6G architecture should start from the 5G Service-Based Architecture (SBA) and ensure flexibility for new services [75][87] 5. Conclusion & Standardization Focus Areas - The report concludes that AI-driven applications will reshape traffic patterns and demand new network capabilities [85][86] - Recommended standardization focus areas include enabling efficient end-to-end support of AI functionalities and ensuring adaptability to changing traffic patterns [89][90]