Constituents  ›  Quectel

Quectel移远通信

603236.SH Connectivity
Index weight
0.88%
Rank #30 of 41
Market cap
$3.0B
USD, live
PAI exposure
45%
Revenue from Physical AI
HQ
Shanghai
Founded 2010
Valuation
$3B · market cap
via Yahoo Finance · 2026-08-07

About

World's leading IoT module supplier. 4G/5G communication modules for robots.

Shanghai, Shanghai · Founded 2010 · Company website

Why in the Index

Largest cellular IoT module maker globally. 4G/5G/satellite modules for AVs, drones, robotaxi fleets, and connected industrial equipment.

PAI exposure of 45% reflects the share of trailing-twelve-month revenue attributed to Physical AI activities. See methodology §4 for inclusion criteria and §6 for how PAI exposure scales the weight.

Recent activity

Jul 9, 2026
P

Another industry leader enters AI glasses, Qualcomm plus domestic dual-chip solution, 'XR box' helps glasses 'feed shrimp'

Quectel (Chinese: 移远通信) launches XR glasses reference designs with dual-chip (Qualcomm + domestic) support for AI glasses.

Zhidongxi (智东西)

Disclaimer

This profile is part of the China Physical AI Index — a public information product published by Tech Buzz China for informational and educational purposes only. It is not investment advice and is not a recommendation regarding Quectel or any other security. Company data is based on public filings and TBC research; revenue-exposure estimates are point-in-time and subject to update. See the full methodology §11 and disclaimer page.