Qualcomm is working on design development for more than 40 AI devices.
On June 16 (local time), CNBC reported that Qualcomm CEO Cristiano Amon (크리스티아노 아몬) shared the details on CNBC's podcast "The Tech Download". He discussed changing roles for smartphones and apps, the outlook for smart glasses, the emergence of new electronic devices and the direction of chip architecture changes for ultra-small devices.
Amon said there would be active experimentation across different form factors. He said the company is currently designing more than 40 devices and that the range of form factors is very broad.
He cited accessories, camera-equipped earbuds, pins and watches as types of wearable devices. Amon said devices that are always worn on the body, recognize the surrounding environment to grasp context, and allow users to access and talk to an agent would be central.
On AI agents, he gave the example of an agent instantly pulling up bank transactions without needing to search directly in an app. He said apps would not disappear, but would change, and that agents would become the new apps.
Amon said he expects digital life centered on smartphones to shift toward being centered on agents. He said smartphones would revolve around agents and new devices would also operate around agents, with the center of gravity moving to agents that understand human intent and handle tasks on users' behalf. He added that smartphones would not disappear completely.
Amon also said he is positive about smart glasses. He said annual smart glasses shipments are currently at the level of tens of millions of units and could grow to hundreds of millions within a few years, becoming a market as large as smartphones.
Amon also said changes in devices would open up opportunities for new types of companies to enter the consumer hardware market.
He said these devices would collect far more data than the data used to train AI models, and predicted that companies would move to secure data for future model training and to provide customized AI experiences.