“处于人工智能前沿的一些公司正在告诉高通：‘到2028年，我需要确保我有能力在手机上运行至少一千亿参数的模型。’”高通首席执行官克里斯蒂亚诺·阿蒙在Alex Heath主持的播客《Sources》中这样表示。Heath在夏威夷的高通骁龙峰会上录制了该采访，并于10月8日发布。阿蒙表示，这些公司希望该模型“能够一直运行”。他拒绝透露这些公司的名称。Heath询问人工智能公司是否在谈论手机。“人工智能公司开始做手机了，”阿蒙说。
“Some of the companies at the forefront of AI are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a hundred billion parameter model into a phone.’”Qualcomm chief executive Cristiano Amon said this on Sources, Alex Heath’s podcast. Heath recorded the interview at Qualcomm’s Snapdragon Summit in Maui and published it on 8 October. Amon said the companies want that model “running kind of all the time.”He would not name them. Heath asked whether AI companies were talking about phones. “AI companies are starting to do phones,” Amon said.
他以中国努比亚制造的字节跳动Doubao手机为例。“还有更多即将推出，”他说。
He gave ByteDance’s Doubao phone, made by Nubia, as an example from China. “There’s more coming,” he said.
为什么是手机而不是云端？Heath指出，Muse和Grok Bot等个人代理在云端的虚拟机上运行浏览器，而不是在手机上。阿蒙回复称，一些工作将继续留在云端，而另一些必须在设备上完成。
Why the phone, not the cloud Heath pointed out that personal agents such as Muse and Grok Bot run browsers on virtual machines in the cloud, not on the phone. Amon replied that some work will stay in the cloud and some has to happen on the device.
手机存储着用户的个人上下文和传感器数据，他说。它还存储着代理运行所需的应用。对阿蒙而言，OpenClaw的发布让AI智能手机的概念变得清晰：一个能够为用户规划、路由任务并执行操作的代理。
The phone holds a user’s personal context and sensor data, he said. It also holds the apps an agent needs to operate. For Amon, the launch of OpenClaw made the idea of an AI smartphone clear: an agent that plans, routes tasks and acts for the user.
“人类不会去数据中心旅行，按铃然后说，‘给我一些人工智能。’”内存价格推高了低价手机阿蒙表示，内存价格已上涨五到六倍。因此，今年智能手机市场下降了20%，他说。中端和低价手机受冲击最严重，而高端机型则表现相对稳健。
“Humans are not going to go travel to a data center, ring the bell and say, ‘Give me some AI.’”Memory prices hit cheaper phones Amon said memory prices have risen five to six times. Because of them, the smartphone market is down 20% this year, he said. Mid-range and cheaper phones have been hit hardest, while premium models held up.
“这不是需求问题，”他说，并补充称目前存在被压抑的需求。根据阿蒙的说法，买家每年大约购买12亿部手机。他表示，市场规模仍然小于2019年的水平。研究机构Omdia曾表示，手机价格在供应短缺结束后仍将保持高位。
“It’s not a demand problem,” he said, adding that there is now pent-up demand. Buyers purchase about 1.2 billion phones a year, according to Amon. The market is still smaller than in 2019, he said. Research firm Omdia has said phone prices will stay high after the shortage ends.
记忆也是 X 上的第一个反对意见。埃隆·马斯克回复了一条关于阿蒙评论的帖子：“问题在于 RAM 供应。”眼镜、数据中心和 6G 阿蒙称智能眼镜是他最看好的可穿戴设备。他将市场规模定位在 5000 万到 6000 万台，其中约有 40 款设计使用高通芯片。公司在峰会上推出了新的眼镜平台。
Memory was also the first objection on X. Elon Musk replied to a post about Amon’s comments: “Problem is RAM supply.”Glasses, data centres and 6G Amon called smart glasses the wearable he is most bullish on. He put the market at 50 to 60 million units, with about 40 designs using Qualcomm chips. The company launched new glasses platforms at the summit.
在数据中心方面，阿蒙谈到了 Modular，这是高通从 Swift 创始人克里斯·拉特纳处收购的软件公司。他表示，高通将在 Apache 2.0 许可证下将其平台开源，以适用于任何芯片。
On data centres, Amon talked about Modular, the software company Qualcomm bought from Swift creator Chris Lattner. He said Qualcomm will make its platform open source under the Apache 2.0 licence, for any chip.
“我们将庆祝每一次在英伟达、AMD、博通、任何其他芯片以及英特尔上的 Modular 部署。”关于 6G，高通计划在 2028 年洛杉矶奥运会上进行演示。阿蒙预计早期部署将在 2029 年和 2030 年进行，规模化应用将在 2030 年之后。
“We will celebrate every single Modular deployment on Nvidia, on AMD, on Broadcom, on any other chip, on Intel.”For 6G, Qualcomm plans demonstrations at the 2028 Los Angeles Olympics. Amon expects early deployments in 2029 and 2030, with scale after 2030.