从国内到全球，解码国产AI+国产终端的AI竞争力“升级方程式”

Core Insights - AI technology is rapidly reshaping the global economic landscape and production paradigms, becoming a key strategic tool for countries to secure technological supremacy and national security [1] - The smart terminal industry is undergoing a comprehensive transformation driven by AI, leading to the emergence of new product categories and a reconfiguration of the global competitive landscape [1] Policy Support - The Chinese government has established a comprehensive support framework for domestic smart terminal manufacturers through policies like the "New Generation Artificial Intelligence Development Plan," facilitating the integration of AI technology with the real economy [2] - Over 20 policy documents have been issued by various government departments, covering financial support, application demonstrations, talent cultivation, and governance systems, significantly boosting industry confidence [2] Market Opportunities - Volcano Engine, as an AI cloud service provider, has capitalized on market opportunities by integrating resources and providing robust AI support to major smart terminal manufacturers, achieving breakthroughs in various AI application scenarios [3] - The company has collaborated with numerous smart terminal manufacturers to innovate over 50 AI application scenarios, covering more than 400 million smart terminal devices, with 9 out of the top 10 global smartphone manufacturers partnering with Volcano Engine [3] AI Assistant Development - Volcano Engine has launched advanced AI models, significantly enhancing the capabilities of AI assistants in smartphones, with daily token usage exceeding 16.4 trillion, a 137-fold increase from the previous year [6] - The integration of AI models into smart terminal products has led to improved user experiences, with features like real-time responses and enhanced interaction capabilities [7] Data Privacy and Security - As AI technology becomes more prevalent, user data security has emerged as a critical concern, prompting smart terminal manufacturers to ensure user control over data usage [8] - Collaborations, such as with Lenovo, have established new benchmarks in data security and privacy protection, ensuring a secure environment for AI operations [8] Future Prospects - The rapid development of AI capabilities in domestic smart terminals is expected to reshape the competitive landscape in both domestic and global markets, with AI smartphone penetration projected to reach 34% by 2025 [11] - Domestic manufacturers are increasingly recognized in international markets, with the potential for greater market share as technology and ecosystems continue to evolve [11] Ecosystem Collaboration - To address intense international competition, building a complete AI industry ecosystem is essential for driving high-quality development in China's technology sector [12] - Volcano Engine aims to foster an open and collaborative system by deepening partnerships with smart terminal manufacturers, promoting a new industrial civilization characterized by "technological symbiosis and value sharing" [12]