Qualcomm to showcase 6G device prototype: When will operator investment rise?

What stage has the prototype Qualcomm will showcase reached?

According to Cailian Press, Qualcomm will publicly showcase a 6G device prototype compliant with the latest 3GPP definition for the first time at the ninth China International Import Expo.
The prototype has already been used for 6G technology testing and validation with industry partners including China Mobile and ZTE. An “AI memory” application will also be demonstrated at the event, allowing smart glasses to use wireless networks and AI to identify and retrospectively retrieve what the wearer has seen.

Compared with 5G, 6G will pursue higher speeds, lower latency and greater connection density, while also driving networks from centralized architectures toward multidomain collaboration and distributed autonomy, combining communications, computing and sensing capabilities.
Shanghai Securities’ communications industry team is focusing on three technology directions: integrated space-air-ground networking, distributed network architectures and networks with native AI. It believes these changes will drive commercialization in satellite communications, the Internet of Things and RISC-V chips.

Drawing on the experience of 5G, the material expects 6G to enter the standards research stage after 2025. As technical specifications and implementation paths gradually become clearer, operator capital expenditure could enter an upward cycle after 2027, in turn supporting earnings in the communications industry.
Equipment demand spans wireless base stations, antennas and radio-frequency components, as well as optical fiber and cable and network equipment. Among related companies, Wuhan Minsheng, in which Cixing holds a stake, develops and produces high-end radio-frequency filters and front-end components. Its products have applications in higher-frequency bands, including 6G.