华为叠加技术不可量产.否则赔钱.华为吃的是国内私企的蛋糕.高通可以通过降价保护国内私企.高通有AI.影响不大

https://www.cnbc.com/2023/09/05/qualcomm-focuses-on-auto-and-ai-as-apple-business-faces-uncertainty.html