高通亮相2026移动网络大会 AI终端走向多形态

Summary 1: The conference's core message is that AI devices are evolving into multiple form factors, with agents gradually integrating into phones, glasses, PCs, and robots.

1. The 2026 Mobile Network Conference was held in Guangzhou from November 5 to 7 under the theme Co-creating a New Form of Intelligent Economy; Qualcomm's booth theme was Co-creating a New Chapter for Mobile and Empowering Everyone to Move Forward.

2. Qualcomm CEO Cristiano Amon proposed that 6G be designed for the AI era, with AI-native features and integrated connectivity and computing; China Mobile launched the Mobile AI Smart Network and 6G Smart Applications Co-creation Initiative.

Summary 2: Use cases and practical directions cover personal productivity, family companionship, and robotics.

1. Nubia NaviX Ultra uses a dedicated AI hardware key to wake the intelligent assistant with one press, enabling ticketing and information search; Honor Robot Phone combines an on-device agent with a four-degree-of-freedom agile gimbal, allowing the camera to rotate autonomously and lock onto targets.

2. Rokid Glasses 2 features the first-generation Snapdragon AR1+ platform, upgrading intelligent interaction, first-person recording, and wearing experience; the Xiaolanchuan AI companion screen combines AI and human interaction to help elderly users access digital services.

3. China Mobile's Lingxi quadruped robot integrates communications, precise positioning, and identity authentication, and can adapt to different robot bodies, lowering the threshold and cost of network integration.

Summary 1: The article signals brand collaboration and product R&D opportunities, with a focus on carrier ecosystems and multiple AI device form factors.

1. Qualcomm reinforced brand synergy with long-term partner China Mobile through its booth theme and Outstanding Contribution Award; Meng Pu participated in the AI Device Upgrade Action, the launch of the 6G Device Industry Takeoff Program and the release of 6G device industry guidelines, and was involved in the pan-alliance terminal-channel co-creation forum.

2. The consumer trend is that users express intent and agents coordinate applications and services to complete tasks; interaction is shifting from direct operation to agent assistance. Phones, glasses, PCs, robots, and companion screens are all becoming experience carriers.

Summary 2: Product R&D should focus on on-device agents, low-power computing, and differentiated hardware.

1. The first batch of new dual-flagship phones powered by the sixth-generation Snapdragon 8 Elite debuted, supporting next-generation flagship mobile experiences.

2. Nubia NaviX Ultra uses an AI hardware key as an entry point; Honor Robot Phone uses a four-degree-of-freedom agile gimbal to achieve autonomous camera rotation and target locking; Rokid Glasses 2 uses the first-generation Snapdragon AR1+ platform to upgrade intelligent interaction, first-person recording, and wearing experience.

3. Xiaolanchuan AI companion screen targets families and elderly users; the Lingxi quadruped robot uses communications, positioning, and identity authentication modules to adapt to different bodies, highlighting innovation space in product form and service models.

Summary 1: Policies and industry actions indicate medium-term opportunities in AI devices and 6G devices, with collaboration mainly through co-creation with carriers.

1. China Mobile launched the Mobile AI Smart Network and 6G Smart Applications Co-creation Initiative to promote incubation of 6G smart applications and end-to-end solutions; on November 6, it launched the AI Device Upgrade Action and the 6G Device Industry Takeoff Program, and released 6G device industry guidelines.

2. Qualcomm and China Mobile completed the world's first interoperability test between a base station prototype and a 6G terminal prototype based on the U6G band and compliant with the latest 3GPP definitions, accumulating empirical evidence for standards, system design, and commercial deployment.

Summary 2: Changes in consumer demand and learnings center on agent entry points, family companionship, and robot networking.

1. Users will increasingly express intent, with agents coordinating applications and services; Nubia NaviX Ultra can be woken with one press for ticketing and search, Honor Robot Phone's gimbal rotates autonomously and locks targets, and Rokid Glasses 2 supports first-person recording.

2. Xiaolanchuan AI companion screen combines AI and human interaction to help elderly users access digital services; the Lingxi quadruped robot lowers the network integration threshold and cost for different robot bodies.

3. Opportunities are indicated by multi-form-factor deployment across phones, glasses, PCs, companion screens, and quadruped robots; risks include that 6G standards are still being developed in 3GPP, joint testing and industry collaboration are expected to continue, and commercial deployment will take time. Collaboration can focus on the pan-alliance terminal-channel co-creation forum.

Summary 1: Terminal design requirements point to high performance and low power, device-cloud collaboration, and differentiated form factors.

1. Continuous operation of agents requires terminals to balance instant response and energy efficiency while collaborating efficiently with edge and cloud; Qualcomm works with partners through high-performance, low-power computing, AI, and connectivity to bring agents into phones, glasses, and PCs.

2. Hardware design is generating demand for AI hardware keys, four-degree-of-freedom agile gimbals, first-person recording and wearing experience in AR glasses, elderly-friendly companion screen interaction, and communications, positioning, and identity authentication modules for quadruped robots.

Summary 2: Commercial opportunities lie in agent terminals, family companionship, and robotics, while ecosystem collaboration can lower integration barriers.

1. The first batch of dual-flagship phones with the sixth-generation Snapdragon 8 Elite, Nubia NaviX Ultra, Honor Robot Phone, and Rokid Glasses 2 demonstrate multi-form-factor deployment.

2. Xiaolanchuan AI companion screen integrates emotional companionship into functions and services; the Lingxi quadruped robot can adapt to different robot bodies, lowering network integration barriers and costs.

3. Implications for digitalization and e-commerce are to watch the pan-alliance terminal-channel co-creation forum, the AI Device Upgrade Action, the 6G Device Industry Takeoff Program, and 6G device industry guidelines, and to leverage carrier ecosystems for terminal-channel co-creation.

Summary 1: Industry trends are 6G designed for AI-native operation, integrated connectivity and computing, and agentic AI and physical AI moving toward multiple terminals and scenarios.

1. Qualcomm CEO Cristiano Amon said 6G is AI-native from the outset, integrating AI into the network itself; China Mobile launched a co-creation initiative to explore end-to-end solutions for different scenarios.

2. Qualcomm and China Mobile completed the world's first interoperability test between a base station prototype and a 6G terminal prototype based on the U6G band and compliant with the latest 3GPP definitions; agentic AI and AR demonstrations presented AI memory experiences supported by distributed computing, while 6G sensing and intelligent classification explored potential in security and smart cities.

Summary 2: Customer pain points and solutions correspond to terminal energy efficiency, cloud-edge collaboration, robot networking, and elderly-friendly interaction.

1. Pain points are that continuous agent operation requires instant response and energy efficiency and coordination with edge and cloud; robot network integration involves barriers and costs; elderly users need convenient access to digital services.

2. Solutions include high-performance, low-power computing and connectivity, on-device agents, AI hardware keys, four-degree-of-freedom agile gimbals, the first-generation Snapdragon AR1+ platform, the Xiaolanchuan AI companion screen combining AI and human interaction, and the Lingxi quadruped robot that integrates communications, precise positioning, and identity authentication and adapts to different bodies.

Summary 1: Platform requirements center on multi-form-factor deployment of AI devices, incubation of 6G smart applications, and end-to-end solutions; the latest approaches are mainly co-creation initiatives and industry programs.

1. China Mobile launched the Mobile AI Smart Network and 6G Smart Applications Co-creation Initiative, bringing together industry partners, promoting incubation of 6G smart applications, exploring end-to-end solutions for different scenarios, and expanding the mobile intelligent ecosystem.

2. China Mobile launched the AI Device Upgrade Action and the 6G Device Industry Takeoff Program, released 6G device industry guidelines, and held the pan-alliance terminal-channel co-creation forum; Qualcomm received the Outstanding Contribution Award, reflecting platform-partner collaboration.

Summary 2: Platform merchant recruitment, operations, and trend risk avoidance can focus on terminal categories, joint validation, and standards timing.

1. Merchant recruitment and operations cover agent terminals such as phones, glasses, PCs, family companion screens, and quadruped robots, differentiated by AI hardware keys, gimbals, AR platforms, and robot communications, positioning, and authentication modules.

2. The platform and Qualcomm completed the world's first interoperability test between a base station prototype and a 6G terminal prototype based on the U6G band and compliant with the latest 3GPP definitions, accumulating empirical evidence for commercial deployment.

3. On trend risk avoidance, 6G standards are still being developed in 3GPP; joint testing and industry collaboration are expected to continue; platforms need to advance the AI Device Upgrade and 6G Device Industry Takeoff Program according to the standardization timeline.

Summary 1: New industry developments are 6G AI-native design and agentic AI becoming a shared direction linking frontier research and terminal deployment, with device forms expanding to phones, glasses, PCs, companion screens, and robots.

1. Qualcomm CEO Cristiano Amon proposed that 6G be designed for the AI era, integrating connectivity and computing with AI-native features; China Mobile launched a co-creation initiative to promote incubation of 6G smart applications and end-to-end solutions.

2. Qualcomm and China Mobile completed the world's first interoperability test between a base station prototype and a 6G terminal prototype based on the U6G band and compliant with the latest 3GPP definitions; agentic AI and AR demonstrations presented AI memory experiences supported by distributed computing, while 6G sensing and intelligent classification explored security and smart city applications.

Summary 2: New questions and business model implications center on energy-efficiency collaboration, integration barriers, standards setting, and carrier-led ecosystem co-creation.

1. New questions include instant response and energy efficiency for continuous agent operation, edge-cloud collaboration, barriers and costs in robot network integration, and elderly users' use of digital services.

2. On business models, there are carrier-led co-creation initiatives, the AI Device Upgrade Action, the 6G Device Industry Takeoff Program, 6G device industry guidelines, and industry collaboration signals such as the pan-alliance terminal-channel co-creation forum and the Outstanding Contribution Award.

3. Policy, regulatory, and standardization implications are to advance according to the 3GPP timeline; 6G standards are still being developed; joint testing and industry collaboration are expected to continue; and empirical evidence should support standards, system design, and commercial deployment.