工信部：上半年AI终端百花齐放，成为拉动经济发展新增长点

Core Viewpoint - The integration of technological and industrial innovation is accelerating, with artificial intelligence (AI) playing a crucial role in driving economic growth through the development of new models and business formats in various sectors, including electronics and consumer goods [1][3]. Group 1: Industry Performance - The electronic information manufacturing industry and software and information technology services are vital components of the information technology sector, showing resilience and steady growth in the first half of the year [3]. - In the first half of the year, the value added of the computer, communication, and other electronic equipment manufacturing industries increased by 11.1% year-on-year, surpassing the industrial average growth rate by 4.7 percentage points [3]. - From January to May, the total profit of the electronic information manufacturing industry reached 216.2 billion yuan, a year-on-year increase of 11.9% [3]. - The software and information technology services sector also demonstrated solid growth, with software business revenue reaching 557.88 billion yuan, up 11.2% year-on-year, and total profit of 67.21 billion yuan, increasing by 12.8% [3]. Group 2: AI Product Development - The domestic market has seen a surge in AI-enabled products, with over 100 types of AI smartphones, computers, and glasses launched, stimulating diverse consumer demand [4]. - During the "618" shopping festival, sales of AI glasses on JD.com increased sevenfold compared to the previous year, indicating strong market interest [4]. - Major smartphone manufacturers are strategically positioning themselves in the AI era, with new models expected to incorporate large-scale AI models by 2025 [4]. Group 3: Future Trends and Initiatives - The global AI terminal industry is entering a critical competitive phase, with generative AI rapidly developing and AI agents becoming core productivity tools [3][5]. - By 2025, the government plans to accelerate the rollout of new-generation smart terminals, including AI smartphones and PCs, as part of national strategy [3]. - The Ministry of Industry and Information Technology aims to promote digital transformation in the electronic information manufacturing sector and enhance the quality of software and information technology services [5].