【环球网科技报道 记者 心月】科技领域的互联互通与规模化创新，离不开技术标准的支撑与引领。近日，高通技术公司技术标准副总裁柯诗亚（Lorenzo Casaccia）发表署名文章，深入解读技术标准化的核心价值，并披露高通在蜂窝通信、Wi-Fi、音视频编码、存储等关键领域的标准布局与前沿探索，为全球 科技产业协同发展提供重要参考。 作为高通技术公司技术标准副总裁，柯诗亚领导着一个遍布全球20个国家/地区的团队，工作涵盖连接、多媒体、AI、汽车、半导体标准等多个重要领域。 因此，对于标准如何持续塑造创新并推动规模化发展感触颇深。 在关键技术领域，高通的标准领导力持续推动行业迭代升级。在蜂窝通信领域，从CDMA、LTE到5G，高通始终深度参与蜂窝技术演进，其创新聚焦于波形 设计、信道编码、MIMO等核心技术，并已延伸至物联网、非地面网络（NTN）等新场景；2025年3GPP Release 20启动6G研究项目后，高通正聚焦AI原生 空口、通感一体化（ISAC）等关键方向，为6G技术演进奠定基础。 在Wi-Fi领域，高通持续助力Wi-Fi 5到Wi-Fi 7的特性革新，包括MU-MIMO、上行OFDMA、多链路操作等 ...

BREAKING: Futures Rise After Market Holiday Qualcomm (QCOM) is a San Diego-based telecommunications company whose stock went on a tear in the late 1990s. The reason: Much of today's digital wireless phone network uses Qualcomm's own code division multiple access technology, called CDMA. Note that Qualcomm stock formed three chart bases. The first two were faulty — improper bases that failed — but the third was a… Related news Quantum Computing Stocks: AMD, Qualcomm, IonQ Invest In Startup 11/13/2025Earning ...

Core Viewpoint - The article discusses the evolution of the telecommunications equipment industry over the past two decades, highlighting the rise and fall of major companies and the impact of geopolitical factors on market dynamics [5][21]. Group 1: Historical Overview - In 2000, seven telecommunications equipment manufacturers made it to the Fortune Global 500, including Lucent and Nortel, which have since disappeared from the list [7][9]. - By 2005, Chinese companies Huawei and ZTE began to emerge as significant players, with Huawei's revenue reaching 45.3 billion RMB and ZTE's at 21.5 billion RMB [9][11]. - The 2010 list saw Huawei enter the rankings for the first time at position 397, with a revenue of 21.8 billion USD, while other traditional players struggled [14][21]. Group 2: Recent Developments - By 2020, Huawei had risen to the 49th position on the Fortune Global 500, with a revenue of 124.3 billion USD, marking a 166% increase in revenue over five years [21][22]. - The article notes that the global telecommunications market is fixed in size, leading to increased competition and pressure on other manufacturers as Huawei expanded [22][24]. - The U.S. government's actions against Huawei, including placing it on an entity list, significantly impacted its operations and market orders [22][23]. Group 3: Future Outlook - By 2025, only two telecommunications equipment manufacturers, Huawei and Cisco, are expected to remain on the Fortune Global 500 list, with Huawei at 83rd and Cisco at 273rd [26][27]. - The telecommunications industry is experiencing a cyclical downturn, with both Ericsson and Nokia facing declining revenues post-2022 due to reduced operator investments [29][31]. - The article emphasizes the need for companies to adapt to changing market conditions and the potential for new entrants to emerge in the telecommunications space [36][37].

Core Viewpoint - Qualcomm views China not merely as a product market but as a crucial partner for achieving mutual success in global opportunities, emphasizing a 30-year collaboration with Chinese partners that exemplifies win-win cooperation between US and Chinese tech companies [1][2]. Group 1: Collaboration and Innovation - Qualcomm's annual technology summit, held from September 23 to 25 in Maui, Hawaii, included a new venue in Beijing to showcase innovations and collaborative achievements with Chinese partners, particularly in AI applications [1]. - The company has deeply integrated with China's mobile communication industry over the past 30 years, contributing to advancements from CDMA to 5G and the development of terminal-side AI [1][2]. Group 2: Future Prospects and Market Environment - China is recognized as a significant driver of global technological progress, with Chinese companies leading in innovation and market responsiveness in sectors like smartphones, smart vehicles, and IoT [2]. - Qualcomm anticipates further deepening cooperation with Chinese partners across various industries, extending beyond smartphones to include automotive, personal computing, augmented reality, IoT, and industrial IoT, focusing on cutting-edge technologies like AI, 5G-A, and 6G [2].

Group 1 - The article discusses the evolution of the telecommunications equipment industry, highlighting the rise and fall of various companies over the past two decades, particularly focusing on the changes in the Fortune Global 500 rankings [2][54]. - In 2000, seven telecommunications equipment manufacturers made it to the Fortune Global 500, including Lucent and Nortel, which have since disappeared from the list, while Huawei and ZTE were still emerging players [5][9]. - By 2015, only three companies remained in the rankings: Cisco, Huawei, and Ericsson, indicating a significant consolidation in the industry [23][25]. Group 2 - Huawei's revenue skyrocketed to $124.3 billion in 2020, marking a 166% increase and a significant rise in its global ranking, showcasing its rapid growth in the telecommunications sector [26][27]. - The article notes that the global telecommunications market is fixed in size, meaning Huawei's growth has come at the expense of other manufacturers, leading to a decline in their market presence [28][31]. - The geopolitical tensions, particularly the U.S. actions against Huawei, have disrupted the established global supply chain and forced a reevaluation of industry dynamics [32][33]. Group 3 - By 2025, only Huawei and Cisco remained in the Fortune Global 500, with Huawei ranking 83rd and Cisco at 273rd, reflecting the ongoing challenges faced by traditional Western manufacturers like Ericsson and Nokia [37][54]. - The article highlights that the telecommunications industry is cyclical, with both Ericsson and Nokia experiencing revenue declines post-peak 5G investments, indicating a potential downturn in the market [38][41]. - The competitive landscape has shifted, with Huawei's unique management and compensation strategies contributing to its sustained growth, while traditional companies struggle to adapt to changing market conditions [61][62].