Arm：深拓中国“朋友圈”，推动端侧AI发展迈入“快车道”

Core Insights - The application of artificial intelligence (AI) is penetrating various industries and is set to reshape the cloud ecosystem, entering a new era of Agent AI systems that can operate autonomously and respond in real-time [1][3] - The demand for computing power and memory bandwidth is experiencing exponential growth as AI model parameters scale from millions to trillions, posing significant challenges in power consumption and heat dissipation, especially for mobile devices [3][4] - Arm has launched the new Arm Lumex CSS platform, designed to accelerate AI experiences in flagship smartphones and next-generation personal computers, achieving up to five times AI performance improvement [3][5] Industry Transformation - AI is driving a deep transformation in global industry structures, with traditional data centers evolving into "AI data centers" to optimize model training and large-scale inference [4] - The automotive sector is transitioning from "software-defined" to "AI-defined," enhancing perception, automation, and personalized experiences [4] - Smart devices like smartphones and PCs are becoming "AI companions" or "AI workstations," integrating into users' thinking, work, and creative processes [4] Product Development - Arm is continuously upgrading its product ecosystem to meet evolving AI computing demands, focusing on a "platform-first" strategy that integrates high-performance CPU/GPU hardware, software tools, and libraries [4][5] - The new Arm Lumex CSS platform incorporates the second-generation Scalable Matrix Extension (SME2) technology, significantly enhancing device responsiveness and operational efficiency [5][6] - By 2030, SME and SME2 technologies are expected to add over 10 billion TOPS of computing power to more than 3 billion devices, leading to an exponential increase in edge AI performance [6] Market Opportunities in China - China possesses a vast market size and diverse application scenarios for AI, maintaining pace with global technological innovations and demonstrating strong commercialization capabilities [7] - The AI smartphone market in China is projected to reach 118 million units by 2025, with a year-on-year growth of 59.8%, capturing 40.7% of the overall market [7][8] - Arm is deepening collaborations with leading manufacturers like vivo to accelerate the deployment of edge AI applications and enhance user experiences [7][8] Future Outlook - Despite a slowdown in smartphone industry growth, with a projected 1.0% year-on-year increase in global smartphone shipments by Q2 2025, there is confidence in the ongoing partnerships with Chinese manufacturers [8] - The increasing consumer spending on advanced smartphone features reflects a growing recognition of the value of computing devices in daily life, driven by AI [8] - Arm aims to continue close cooperation with Chinese ecosystem partners to support and expand AI technology deployment across various sectors, including smart terminals, PCs, infrastructure, automotive, and IoT [8]