智通财经网·2025-11-12 11:13Core Insights - The article emphasizes that the Chinese smart terminal market is entering an AI-native era, where AI will reshape core values and interaction methods, driving deep innovation across ecosystems, scenarios, and categories, becoming a core engine for economic transformation and industrial upgrading [1][2] Industry Overview - IDC predicts that by 2026, the shipment volume of smart terminals in China will exceed 900 million units, with traditional AI terminal penetration expected to surpass 93% by 2027, reflecting a 4% year-on-year growth [2][3] - The transition from demographic dividends to "AI dividends" positions smart terminals as crucial carriers of new productive forces [2] - The integration of AI, computing power, and data elements, supported by policy, will drive new economic models and innovations, making AI a key tool for enterprises to enhance productivity [2][3] Company Positioning - Lenovo has established a strong competitive barrier in the smart terminal sector, leading the global PC market with a shipment of 19.4 million units and a market share of 25.5% in Q3 2025 [3] - Lenovo's AI PC business continues to lead globally, supported by its unique AI-native technology system and strong competitiveness in both consumer and commercial sectors [3] Product Innovations - Lenovo's enterprise-level super intelligent agent, launched in May 2025, has generated revenue of 1.89 billion yuan, supporting over 1 million interactions daily and significantly improving user engagement and order conversion rates [4] - The Tianxi personal super intelligent agent enhances user experience by providing proactive services and seamless collaboration across multiple devices [5] Market Trends - The demand for AI terminals is expected to drive significant growth in the smart service robot market, with a projected growth rate of 54% by 2026 [6] - Lenovo's global operations leverage a distributed manufacturing network to enhance local delivery and efficiency, significantly reducing delivery times and increasing market competitiveness [6][7] Strategic Initiatives - Lenovo is exploring new terminal forms and vertical scenarios, including AI notebooks and personalized learning agents, to capture growth in the education sector [7] - The company is also enhancing its supply chain efficiency through AI-driven quality management and intelligent supply chain control, leading to a 45% improvement in initial failure rates over five years [8] Competitive Landscape - IDC highlights that the core competitiveness of AI-native terminals will be defined by natural interaction, diverse forms, and scenario-based solutions, which Lenovo is addressing through its hybrid AI strategy [9] - Lenovo's integration of technology innovation, product deployment, ecosystem collaboration, and global capabilities positions it as a benchmark for Chinese smart terminal companies aiming for global expansion [9]