AI手机竞速智能应用，卡点在哪里？

Core Insights - The focus of leading domestic smartphone manufacturers has shifted from performance metrics of large models to practical applications of edge AI, enabling rich functionalities in offline scenarios [1][2] - The rapid development of open-source large models, exemplified by DeepSeek, has facilitated the miniaturization of models, which is a fundamental reason for the enhanced capabilities of edge AI in smartphones this year [1][3] - AI smartphones are transitioning from being seen as a novelty to becoming a necessity, indicating a critical point in their evolution [1] AI Underlying Evolution - Recent breakthroughs in AI large models, including miniaturization, multimodality, and long-context expansion, have provided foundational conditions for edge applications in smartphones [1] - The integration of cloud and edge computing paradigms presents key opportunities for terminal manufacturers [2] - The miniaturization of models has significantly improved the feasibility of deploying powerful models on smartphones, allowing for enhanced offline AI functionalities [3][5] Application and Ecosystem Development - OPPO has identified three strategic pillars for AI: new computing, new perception, and new ecosystem [3] - The deployment of edge models has reduced memory requirements, allowing for more efficient use of high-end smartphones [4][5] - The evolution of AI applications is expected to enhance user experiences by integrating AI into traditional functionalities like voice assistants and photo management [6] Agent Ecosystem and User Interaction - The year 2025 is anticipated to be pivotal for the development of AI agents, with manufacturers focusing on embedding AI capabilities into smartphones [7] - The transition from basic smart assistants to more sophisticated systems with multi-agent architectures is underway, enabling complex tasks like food delivery and ride-hailing [7][8] - Challenges remain in user adaptation to AI-driven interactions, as many users are accustomed to traditional GUI methods [8] Market Dynamics and Consumer Behavior - The perception of AI capabilities in smartphones has historically been limited, impacting consumer purchasing decisions [9] - The success of AI features will depend on their ability to address user pain points and enhance convenience [9][10] - The competition among AI smartphones is shifting from technical specifications to the ability to create open and unified ecosystems that align with user interaction habits [10]