Core Insights - The ultra-broadband industry is transitioning from "ultra-broad" to "intelligent ultra-broad" in the AI era, emphasizing the need for operators to enhance experience assurance, extend services into digital intelligence, and accelerate network intelligence to seize opportunities for new growth [1] Group 1: Depth Transition - The depth transition involves moving from "selling bandwidth" to "co-defining experience," creating a new paradigm for experience monetization. Operators can leverage "network + AI" to ensure optimal experiences for key applications like AI cloud gaming and 4K live streaming, transitioning experience management from user-level to application-level [2] - Huawei's AI WAN solution has helped a prominent Thai operator establish application-level experience assurance capabilities, launching application acceleration packages for gaming, remote work, and live streaming, significantly enhancing ARPU [2] Group 2: Breadth Transition - The breadth transition extends from connectivity to digital intelligence and computing services, broadening commercial boundaries. Operators are evolving from "home network providers" to "home intelligent service providers" by utilizing over 1 billion home gateway interfaces [2] - Huawei has developed a new AI smart home device that supports voice interaction and rapid deployment of home intelligence, aiding operators in expanding smart home services and increasing ARPU by 60% [2] Group 3: Height Transition - The height transition shifts from ticket-driven operations to intelligent guardianship, revolutionizing network operations. Operators can break through the limits of network intelligence, achieving L4-level high-order self-intelligence and transforming from ticket-driven to intelligent guardianship [3] - For small and medium enterprises, operators can create unified management platforms based on FTTO to provide video, IoT, and other digital services, facilitating enterprise intelligence [3] - For large enterprises, the Wi-Fi sensing integration moves from connectivity to perception, enabling operators to tap into new growth opportunities in the enterprise market [3]

Core Insights - Huawei's F5G-A All-Optical Network aims to enhance user experience through innovations in bandwidth, differentiated network experiences, new smart home terminals, and a variety of family applications [1][3][7] Group 1: Bandwidth Upgrade - The introduction of the 50G PON innovation supports ultra-gigabit and 10G speeds, with nearly 60 domestic operators already offering 2000Mbps packages and 29 offering 10G packages [3][4] - Huawei's end-to-end 10G innovation solution includes the industry's first 10G interface 50G PON FTTR and the highest port density board cards compatible with GPON, 10G PON, and 50G PON, enabling rapid deployment of ultra-gigabit and 10G services while protecting existing network investments [3][4] Group 2: Differentiated Experience - Huawei emphasizes the importance of differentiated supply in high-quality industry development, proposing a service model similar to airlines with different classes [4] - The company has developed a comprehensive differentiated experience assurance plan that utilizes OLT to integrate edge computing capabilities, ensuring high-value users maintain service quality even during network congestion [4] Group 3: New Terminals - Huawei introduces the AI Smart Home Terminal, which integrates FTTR and Wi-Fi 7 technology, supporting the highest concurrent speed of 10G [5] - The terminal features a movable smart screen for content sharing and video streaming, voice interaction capabilities with built-in microphones and speakers, and computational power to support AI Agent deployment [5] Group 4: Rich Family Applications - Huawei's "Xiao Guang" AI Agent provides a unified AI interaction entry point for users, enabling smart interconnectivity across various scenarios and devices [6] - Collaborations with operators and ecosystem partners aim to create rich vertical AI applications, such as 8K video streaming and real-time monitoring of elderly individuals' health through 3D light sensing technology [6] Group 5: Network Optimization - To address revenue growth in AI-era home broadband, Huawei and operators are exploring a 1ms urban computing network model using end-to-end OXC all-optical switching technology [7] - This model aims to provide low-latency network transmission for AI applications, with 11 cities already deploying this technology and approximately 40 more expected to start construction this year [7]