大模型退火之后，AI手机还好吗

Core Insights - The generative AI wave, ignited by the launch of ChatGPT, has rapidly influenced the smartphone industry, leading to a competitive race among manufacturers to develop proprietary large models [1][3] - However, by the second half of 2024, the initial enthusiasm for self-developed large models is cooling, with users becoming more rational about AI capabilities in smartphones [3][4] Group 1: Decline of Self-Developed Large Models - The intense pursuit of foundational AI capabilities among smartphone manufacturers has led to significant investments, with companies like Huawei, OPPO, and Xiaomi heavily promoting their large models [4][6] - Despite the hype, consumer demand for general-purpose large models on smartphones is limited, as most users engage in basic communication and entertainment rather than complex AI functionalities [4][6] - The emergence of high-quality, low-cost open-source models like DeepSeek has raised questions about the necessity of self-developed models, prompting manufacturers to reconsider their strategies [7][9] Group 2: Shift to Third-Party Models - As the self-developed model trend wanes, many manufacturers are increasingly adopting third-party open-source models, with a notable shift towards DeepSeek in early 2025 [8][9] - This transition allows manufacturers to significantly reduce costs, as seen with companies like Honor and vivo, which have invested heavily in AI development [9][11] - A survey indicates that nearly half of U.S. smartphone users are unwilling to pay extra for AI features, suggesting that leveraging established models may be more beneficial than developing new ones from scratch [11][13] Group 3: Focus on Practical AI Features - The focus of AI in smartphones is shifting from showcasing advanced capabilities to providing practical, user-friendly features that address real needs [14][18] - Manufacturers are developing unique AI experiences through hardware-software integration, creating barriers to replication by competitors [16][18] - The rise of "AI + Imaging" is highlighted as a key area for differentiation, with companies like Huawei integrating AI into camera functionalities to enhance user experience [19][22] Group 4: Market Trends and Future Outlook - The smartphone AI market is experiencing a dual trend of cooling interest in self-developed models and a growing emphasis on practical AI applications [24][25] - The integration of AI with imaging capabilities is becoming increasingly important, as evidenced by innovations in models like Huawei's Pura 80 series [22][24] - Overall, the industry is moving towards a more rational approach to AI, focusing on user-centric features that can drive sales and enhance the smartphone experience [24][25]