端侧AI又一大事件，华为“AI超级智能体”或上线在即

Group 1 - Huawei launched the "AI Super Intelligent Agent" with enhanced natural language understanding capabilities, allowing users to perform complex tasks through simple voice commands [1] - The upgraded assistant, "Xiao Yi," can autonomously execute operations such as flight bookings and online shopping, significantly improving user interaction [1] - The global AI smartphone market is projected to grow from 0.51 million units in 2023 to 9.12 million units by 2028, with a CAGR of 78.03% [5] Group 2 - Major manufacturers are accelerating their AI model development, with companies like OPPO, Xiaomi, and vivo creating differentiated AI experiences [3][4] - OPPO's Andes model has 7 billion parameters, while vivo's Blue Heart model has 3 billion parameters, showcasing the competitive landscape in AI model capabilities [4] - The AI smartphone market is expected to see a penetration rate exceeding 50% by 2028, with significant growth anticipated in the Chinese market [5] Group 3 - The introduction of AI assistants and edge AI models is driving a new wave of technological upgrades in smartphones, leading to increased consumer replacement cycles [13] - Key companies in the supply chain include those focused on edge computing power, storage, and thermal management, indicating a systemic upgrade in smartphone hardware architecture [13] - The AI smartphone concept is gaining traction, with leading companies like Lenovo and OPPO launching AI-enabled devices, contributing to a strong market performance [10]