LENOVO GROUP(HK:00992) Huan Qiu Wang·2025-08-15 03:45Core Insights - Lenovo's Tianxi personal super intelligent system has transitioned from device intelligence to personal intelligence, leveraging a hybrid architecture of edge and cloud computing [1] - The company reported significant growth in user engagement and sales of AI-enabled devices, particularly in the Chinese market [3] Group 1: Product Development and Strategy - Lenovo introduced the Tianxi personal super intelligent system in May, followed by the launch of Lenovo Personal Cloud in June, enhancing its hybrid architecture [1] - The Tianxi system integrates AI services across devices, with upgrades in AI control, translation, search, service, and note-taking functionalities [1][3] Group 2: User Engagement and Market Performance - The average weekly active user rate for AI PCs reached 40%, with a net promoter score (NPS) exceeding 40 [3] - Sales of Lenovo's AI PCs surpassed 850,000 units in the current fiscal year, nearing the total sales of the previous year [3] - Revenue from AI smartphones and tablets grew significantly, with smartphone revenue increasing by 92% and tablet revenue by 105% year-over-year [3] Group 3: Technological Innovations - Lenovo has developed several proprietary technologies, including multimodal natural interaction (AUI), terminal inference acceleration engine (X-Engine), and trusted computing (THCP) [4] - AUI allows for natural interaction through text, images, voice, video, and gestures, enhancing user experience [4] - The X-Engine supports heterogeneous computing across various platforms, optimizing AI inference [4] - Trusted computing ensures 100% data security and privacy for users, marking a pioneering effort in China [4]