智通财经网·2025-10-16 12:49Core Viewpoint - The Shanghai Municipal Economic and Information Commission has issued the "Action Plan for the High-Quality Development of the Intelligent Terminal Industry (2026-2027)", which aims to accelerate the AI transformation of Shanghai's intelligent terminal industry and promote the industrialization of various strategic and consumer-grade intelligent terminals, leading to the optimization of the entire industry chain ecosystem and the formation of industrial agglomeration effects [1][2]. Group 1: Industry Growth Targets - By 2027, the overall scale of Shanghai's intelligent terminal industry is expected to exceed 300 billion, with the goal of creating more than three globally influential consumer terminal brands and nurturing two leading enterprises [2]. - The plan aims to achieve a scale of over 10 million units for artificial intelligence computers, smartphones, and new AI terminals [2]. Group 2: Key Product Development - The action plan emphasizes the acceleration of AI transformation for ten types of terminal products, including intelligent computing power, robots, smart glasses, industrial terminals, and intelligent computers [2]. - It focuses on promoting the smart and industrial breakthroughs of strategic terminal products like computers and satellite internet, while also enhancing the penetration of consumer-grade products such as smartphones and robots into the consumer market [2]. Group 3: Technology and Ecosystem Optimization - The plan highlights the need to strengthen the layout of edge AI chips and improve model performance, including the rapid development of core chips like SoC and CPU across three major technology routes: X86, ARM, and RISC-V [3]. - It aims to create a large-scale production base for intelligent terminals in Shanghai, fostering a competitive environment for innovative enterprises and driving the overall scale of the intelligent terminal industry [3].