高通押注骁龙生态系统，驱动个人AI时代
高通正在将骁龙平台从智能手机扩展到更广泛领域，将品牌定位为新兴个人AI时代的核心。通过扩展骁龙生态系统，高通旨在推动AI技术在个人设备中的应用。
原文深度解读
本文报道高通公司（Qualcomm）在2026年7月22日三星Galaxy Unpacked活动上宣布扩展其骁龙（Snapdragon）平台，从智能手机延伸至PC、汽车、可穿戴设备和XR设备，旨在打造统一AI生态系统，以巩固其在个人AI时代的市场领导地位。文章涉及高通CEO Cristiano Amon、三星高管Kim Won-joon，关键数字包括骁龙平台全球出货量超35亿台、Snapdragon 8 Elite Gen 5支持8K视频、Snapdragon Wear Elite支持10亿参数AI模型、61%韩国消费者认为骁龙提升高端安卓体验。与电子元器件供应链相关，因骁龙平台集成CPU、GPU、NPU及连接技术，其扩展将影响相关芯片、传感器、通信模块等元器件的需求与设计。
- 高通CEO Cristiano Amon在三星Galaxy Unpacked 2026活动上强调，个人设备将成为AI代理的最终目的地，需要高性能、高能效的端侧计算和可靠连接。
- 骁龙平台已在全球超过35亿台设备中出货，自2007年首次用于智能手机以来，已扩展至可穿戴设备、PC、汽车和XR设备。
- 三星发布的Galaxy Z Fold8 Ultra和Z Flip8搭载骁龙8 Elite Gen 5 for Galaxy，Galaxy Watch9和Watch Ultra2采用骁龙Wear Elite平台，智能眼镜采用骁龙AR1 Gen 1平台。
- 骁龙8 Elite Gen 5 for Galaxy集成了Oryon CPU、Adreno GPU、Hexagon NPU和FastConnect 7900，支持8K 60fps视频播放，并兼容AV1和H.265编解码器。
- 骁龙Wear Elite平台首次在可穿戴处理器中集成NPU，可运行高达10亿参数的AI模型，并集成六种下一代通信技术，包括5G RedCap、微功率Wi-Fi和蓝牙6.0。
- 据高通数据，61%的韩国消费者认为骁龙是提升高端安卓设备体验的关键因素。
供应链影响
- 骁龙平台向更多设备类型扩展，可能增加对高性能移动处理器、NPU、连接芯片（如5G、Wi-Fi、蓝牙）的需求，影响相关半导体供应链的产能分配。
- 端侧AI模型运行（如10亿参数）可能推动对高带宽内存（如LPDDR）和先进制程工艺的需求，取决于设备厂商的采用率。
- 智能眼镜和可穿戴设备采用骁龙平台，可能带动微型化元器件（如传感器、低功耗芯片）的供应链增长，但取决于市场接受度。
- 多设备AI生态的推进可能促进跨设备连接模块（如FastConnect）的标准化，影响连接芯片供应商的竞争格局，但取决于生态系统的实际落地。
- 高通在高端市场的品牌认知（如韩国61%消费者）可能影响手机厂商的芯片选择，进而影响代工厂（如台积电、三星）的订单分配，但取决于各厂商的采购策略。
系统解读，仅作为判断线索，不构成备货、出货、涨价或投资建议。
高通公司首席执行官克里斯蒂亚诺·阿蒙。（图片来源：三星电子）
高通正在将骁龙平台的覆盖范围扩展到智能手机之外，将该品牌定位为新兴个人人工智能（AI）时代的核心。通过将骁龙扩展到智能手机、PC、汽车、可穿戴设备和扩展现实（XR）设备，该公司旨在通过统一的AI生态系统来加强其市场领导地位。
据高通称，骁龙平台现已出货至全球超过35亿台设备。自2007年首次用于智能手机以来，骁龙已发展成为一个涵盖可穿戴设备、PC、车辆和XR设备的消费平台。高通的下一步目标是扩展骁龙生态系统，使AI代理能够在多个设备之间无缝运行，取代当今碎片化的、特定于设备的体验。
高通首席执行官克里斯蒂亚诺·阿蒙在7月22日三星电子的Galaxy Unpacked 2026活动上强调了这一愿景。
“个人设备将成为AI代理的最终目的地，”阿蒙说。“这意味着高性能、高能效的端侧计算和可靠的连接将变得越来越重要，而高通提供了实现这一目标所需的技术。”
三星在活动期间发布了多款由骁龙驱动的个人AI设备。Galaxy Z Fold8 Ultra和Galaxy Z Flip8搭载骁龙8 Elite Gen 5 for Galaxy，而Galaxy Watch9和Galaxy Watch Ultra2采用骁龙Wear Elite平台。三星的智能眼镜Intelligent Eyewear也采用了高通的骁龙AR1 Gen 1平台。
高通扩展骁龙生态系统的战略反映了消费者体验数字服务方式的更广泛转变。过去，智能手机是数字体验的主要入口，而可穿戴设备在很大程度上补充或扩展了智能手机的功能。
代理式AI的兴起正在改变这种模式，它能够实现跨设备形态的一致数字体验。个人AI系统可以理解用户的意图和上下文，从而在多个设备上提供个性化服务。在MWC 2026的主题演讲中，阿蒙表示行业正在超越以智能手机为中心的生态系统。
“到目前为止，一切都围绕智能手机展开，”他说。“未来，每个设备都将围绕AI代理而存在。”
由高通骁龙8 Elite Gen 5 for Galaxy驱动的Galaxy Z Fold8系列。（图片来源：三星电子）
移动芯片制造商之间的竞争也在转向AI驱动的用户体验。行业参与者越来越强调AI代理在多个设备上提供连续、协调体验的重要性，而不是在单一产品上最大化性能。
三星电子移动体验（MX）事业部执行副总裁兼开发主管金元俊也表达了同样的观点。
“高端体验不能再由单一产品来定义，”金说。“连接所有设备的智能才是定义高端体验的关键。”
要在多个设备之间提供一致的数字体验，足够的计算性能和稳定的连接至关重要。高通表示，通过优化单个集成系统中的中央处理器（CPU）、图形处理器（GPU）、神经处理单元（NPU）和连接技术，它正在将骁龙定位为一个能够提供统一AI体验的平台，无论设备形态如何。
一个例子是骁龙8 Elite Gen 5 for Galaxy，它结合了高通专有的Oryon CPU架构、Adreno GPU、Hexagon NPU和FastConnect 7900连接系统，所有这些都针对Galaxy智能手机进行了优化。该平台旨在提供旗舰级的性能和响应速度，同时保持高能效。
该芯片组还支持智能相机功能、增强的游戏性能和AI驱动的连接，以实现更灵敏的实时AI体验。它支持高达8K分辨率（7,680 × 4,320）60帧每秒的视频播放，同时兼容AV1和H.265编解码器，有助于在长时间视频流播放时降低电池消耗。
骁龙Wear Elite平台通过将NPU集成到可穿戴处理器中，实现了另一个行业首创。它可以直接在设备上运行高达10亿参数的AI模型，而无需依赖云连接。这实现了AI代理功能，如上下文感知、自然语音交互和持续的个人活动记录。
该平台还集成了高通首个多模连接架构，将六种下一代通信技术集成到单个芯片中。它支持5G RedCap（专为低功耗5G连接设计）、微功率Wi-Fi和蓝牙6.0（用于精确的设备间通信），允许持续收集上下文信号以增强个人AI体验。
同样，用于智能眼镜的骁龙AR1平台将超轻量、低功耗设计与足够的处理能力相结合，以支持AI代理。它集成了NPU、视觉分析引擎和增强内存，可在紧凑的可穿戴设备中提供稳定的无线流媒体和AI驱动的计算。
骁龙已在高端移动市场建立了强势地位。据高通称，61%的韩国消费者认为骁龙是提升高端安卓设备体验的关键因素。
通过将骁龙生态系统扩展到更广泛的互联产品，高通旨在加强其在个人AI时代的竞争力，同时巩固其在智能设备市场的领导地位。
Cristiano Amon, chief executive officer of Qualcomm. (Photo: Samsung Electronics)
Qualcomm is expanding the reach of its Snapdragon platform beyond smartphones, positioning the brand at the center of the emerging personal artificial intelligence (AI) era. By extending Snapdragon across smartphones, PCs, automobiles, wearables and extended reality (XR) devices, the company aims to strengthen its market leadership through a unified AI ecosystem.
According to Qualcomm, Snapdragon platforms have now shipped in more than 3.5 billion devices worldwide. Since debuting in smartphones in 2007, Snapdragon has evolved into a consumer platform spanning wearables, PCs, vehicles and XR devices. Qualcomm's next objective is to expand the Snapdragon ecosystem to enable AI agents to operate seamlessly across multiple devices, replacing today's fragmented, device-specific experiences.
Cristiano Amon, Qualcomm's chief executive officer, underscored that vision during Samsung Electronics' Galaxy Unpacked 2026 event on July 22.
"Personal devices will become the ultimate destination for AI agents," Amon said. "That means high-performance, power-efficient on-device computing and reliable connectivity will become increasingly important, and Qualcomm provides the technologies needed to make that possible."
Samsung unveiled several Snapdragon-powered personal AI devices during the event. The Galaxy Z Fold8 Ultra and Galaxy Z Flip8 are powered by the Snapdragon 8 Elite Gen 5 for Galaxy, while the Galaxy Watch9 and Galaxy Watch Ultra2 use the Snapdragon Wear Elite platform. Samsung's Intelligent Eyewear smart glasses also incorporate Qualcomm's Snapdragon AR1 Gen 1 platform.
Qualcomm's strategy of expanding the Snapdragon ecosystem reflects a broader shift in the way consumers experience digital services. In the past, smartphones served as the primary gateway to digital experiences, while wearables largely complemented or extended smartphone functionality.
The rise of agentic AI is changing that paradigm by enabling consistent digital experiences regardless of device form factor. Personal AI systems can understand a user's intent and context, allowing them to deliver personalized services across multiple devices. During his keynote address at MWC 2026, Amon said the industry was moving beyond a smartphone-centric ecosystem.
"Until now, everything revolved around the smartphone," he said. "Going forward, every device will exist around the AI agent."
The Galaxy Z Fold8 series powered by Qualcomm's Snapdragon 8 Elite Gen 5 for Galaxy. (Photo: Samsung Electronics)
Competition among mobile chipmakers is also shifting toward AI-driven user experiences. Industry participants increasingly emphasize the importance of AI agents delivering continuous, coordinated experiences across multiple devices rather than maximizing performance on a single product.
Kim Won-joon, executive vice president and head of development at Samsung Electronics' Mobile eXperience (MX) Business, echoed that view.
"A premium experience can no longer be defined by a single product," Kim said. "The intelligence that connects all devices together is what defines a premium experience."
To deliver a consistent digital experience across multiple devices, sufficient computing performance and stable connectivity are essential. Qualcomm says it is positioning Snapdragon as a platform capable of providing a unified AI experience regardless of device form factor by optimizing central processing units (CPUs), graphics processing units (GPUs), neural processing units (NPUs) and connectivity technologies within a single integrated system.
One example is the Snapdragon 8 Elite Gen 5 for Galaxy, which combines Qualcomm's proprietary Oryon CPU architecture, Adreno GPU, Hexagon NPU and FastConnect 7900 connectivity system, all optimized specifically for Galaxy smartphones. The platform is designed to deliver flagship-class performance and responsiveness while maintaining high power efficiency.
The chipset also enables intelligent camera functions, enhanced gaming performance and AI-powered connectivity for more responsive real-time AI experiences. It supports video playback at up to 8K resolution (7,680 × 4,320) at 60 frames per second, while compatibility with AV1 and H.265 codecs helps reduce battery consumption during extended video streaming.
The Snapdragon Wear Elite platform introduces another industry first by integrating an NPU into a wearable processor. It can run AI models with up to 1 billion parameters directly on the device without relying on cloud connectivity. This enables AI agent capabilities such as contextual awareness, natural voice interaction and continuous personal activity logging.
The platform also incorporates Qualcomm's first multimode connectivity architecture integrating six next-generation communication technologies into a single chip. It supports 5G RedCap, designed for lower-power 5G connectivity, micro-power Wi-Fi and Bluetooth 6.0 for precise device-to-device communication, allowing continuous collection of contextual signals to enhance personal AI experiences.
Similarly, the Snapdragon AR1 platform for smart glasses combines an ultra-lightweight, low-power design with sufficient processing capability to support AI agents. It integrates an NPU, a visual analysis engine and enhanced memory to provide stable wireless streaming and AI-powered computing within compact wearable devices.
Snapdragon has already established a strong position in the premium mobile market. According to Qualcomm, 61% of South Korean consumers identify Snapdragon as a key factor in improving the experience of premium Android devices.
By expanding the Snapdragon ecosystem across a broader range of connected products, Qualcomm aims to strengthen its competitiveness in the personal AI era while reinforcing its leadership in the intelligent device market.