AI利好！上海发布智能终端产业高质量发展行动方案

Core Insights - The Shanghai Municipal Economic and Information Commission released the "Action Plan for High-Quality Development of the Intelligent Terminal Industry (2026-2027)", aiming for the industry to exceed 300 billion yuan by 2027 and to establish over three globally influential consumer terminal brands [1][2] Group 1: Industry Goals - By 2027, the intelligent terminal industry in Shanghai is expected to achieve a total scale exceeding 300 billion yuan, with targets to cultivate three globally influential consumer terminal brands and two leading enterprises [1] - The plan includes achieving a production scale of over 10 million units for artificial intelligence computers, smartphones, and new AI terminals [1][2] Group 2: Financial Support and Investment - The action plan emphasizes increasing financing support for terminal enterprises through industrial transformation funds and guiding social capital and professional institutions to participate in investment [1][2] - It encourages financial institutions to strengthen the guarantee of financing needs for the intelligent terminal sector [1] Group 3: Product Development Focus - The plan aims to cultivate leading brands in artificial intelligence computers and support the transformation of traditional computer production capacity to AI computers [1][2] - It also calls for the establishment of a satellite terminal production line to create a Shanghai brand for satellite terminals, targeting a production capacity of 100,000 units [2] Group 4: Technological Advancements - The action plan highlights the need for collaboration between terminal enterprises and chip/algorithm companies to enhance the security and efficiency of the supply chain [3] - It emphasizes the importance of data-driven approaches to unlock the value of terminal data and create competitive advantages through a "product + scenario + ecosystem" integration [3] Group 5: Market Predictions - Experts predict that this year will be a year of explosive growth for intelligent terminals, with AI terminal shipments accounting for 42% of global totals in the first half of the year and a projected 20% increase in shipments for AI smartphones, AIPC, and AI tablets for the entire year [3]