智能体上场，手机厂商猛攻AI

Core Insights - The smartphone industry is transitioning from "hardware competition" to "intelligent evolution" by 2025 [1] - AI and form innovation are the two core competitive directions for smartphone manufacturers, representing both technological innovation and brand differentiation [2] AI Development and Strategy - Domestic smartphone manufacturers are accelerating their AI strategies, with Honor being particularly aggressive, launching the Magic 8 and the first Honor AI Terminal Ecological Conference [4] - Honor's Magic 8 emphasizes "self-evolving AI native phone" with the upgraded MagicOS 10, featuring various AI agents supported by the MagicGUI model, which integrates multimodal data for task execution [6] - Honor's AI strategy includes the HONOR AI Connect platform and eight AI solutions, aiming to lower the entry barrier for ecosystem partners and promote collaboration across various industries [6][7] Competitive Landscape - Other major domestic manufacturers are also enhancing their AI capabilities, with Huawei launching HarmonyOS 6 and over 80 AI applications, OPPO introducing intelligent computing frameworks, and vivo integrating multimodal reasoning models [7] - The evolution of AI in smartphones is shifting from isolated features like voice assistants to system-level intelligent collaboration, with AI capabilities moving from cloud to edge computing [7] Consumer Insights and Market Trends - According to Omdia, Chinese consumers frequently use AI features such as AI tools, smart voice assistants, photo editing, enhanced search engines, and real-time translation [8] - There is a noted disconnect between the AI capabilities highlighted by manufacturers and the features most used by consumers, although significant improvements have been made in functionality and user experience over the past year [8][9] Future Directions - Manufacturers need to effectively communicate their AI development roadmap to consumers and partners, focusing on user pain points to enhance understanding and retention of AI features [9] - Form innovation is evolving alongside AI, with new designs like foldable and robotic phones being explored, indicating a shift towards embodied intelligence [9][10] - Honor views the AI Phone era as the next stage in smartphone evolution, following the feature phone and smartphone eras, with ongoing exploration into new hardware directions [10]