Core Insights - The future of mobile technology is predicted to see the disappearance of traditional smartphones and apps within the next 5-6 years, with AI assistants becoming the main interface for human-computer interaction [1] - Mobile companies are shifting their focus from cloud collaboration to edge computing, enhancing AI capabilities directly on devices [3][4] Group 1: AI Development Trends - The rise of generative AI, particularly after the success of ChatGPT, has led mobile companies to invest heavily in AI technologies, with the first AI smartphones launched in late 2023 [2] - Companies like vivo and OPPO are prioritizing edge models, with vivo introducing a 3B (30 billion parameters) edge multimodal inference model, moving away from large cloud models [3][5] Group 2: User-Centric AI - Edge models are designed to create personalized data models based on user data, ensuring privacy and efficiency, which is crucial for personalized intelligence [4][10] - The integration of AI into user habits is emphasized, with companies like vivo implementing seamless AI features that operate without user intervention [6][7] Group 3: Ecosystem Transformation - The shift towards edge computing will redefine the mobile ecosystem, with companies aiming to control user data and flow to third-party applications [7][8] - Huawei has established an AI collaboration ecosystem through its HarmonyOS, while other companies like OPPO and Honor are also developing their own AI ecosystems [8] Group 4: Challenges Ahead - The transition to edge AI faces challenges, including compatibility between cloud and mobile architectures, as well as the need for sufficient device power and memory [9][10] - The core value of edge AI lies in its ability to access private user data, which is a significant differentiator from traditional apps [10][11]
AI手机发展重心转向端侧 移动终端生态迎变革
Zheng Quan Shi Bao·2025-11-04 17:51