对话GSMA大中华区总裁斯寒：这波AI手机中，很可能会出现“新iPhone”

Core Viewpoint - The AI smartphone market is expected to reach a trillion-dollar scale, but it is still in the early exploration phase, with various innovative attempts being encouraged [2][20][39]. Group 1: AI Smartphone and Market Potential - The AI smartphone is seen as a novel attempt, with significant excitement surrounding its development, particularly the "Doubao phone" co-developed by ByteDance and ZTE [2][29]. - Chinese consumers are open to new technologies, as evidenced by their enthusiastic adoption of 5G services, suggesting a similar trend for AI smartphones [2][29]. - AI smartphones represent just one application of AI large models, with other potential AI terminals including glasses, toys, robots, and cars, which may also yield successful business models [3][29]. Group 2: AI Large Models in Various Sectors - AI large models are being applied not only in consumer-facing (ToC) scenarios but also in business-facing (ToB) applications, with China leading in the deployment of these models across vertical industries [3][30]. - The GSMA's recent report highlights the advancements made by Chinese operators in applying AI large models, providing valuable insights for global operators [30][32]. Group 3: Challenges in AI Deployment - The deployment of AI large models faces challenges such as high computational requirements and data quality issues, with the existence of "data silos" complicating the creation of high-quality training datasets [5][31][35]. - A deep understanding of industry-specific knowledge and business processes is essential for the successful application of AI large models, which remains a significant hurdle [5][31][36]. - The industry is still in an exploratory phase, grappling with the need to establish multi-party win-win scenarios and commercial closed loops [5][31][36]. Group 4: Role of Chinese Telecom Operators - Chinese telecom operators are recognized as global leaders in AI deployment due to their early investments in AI for network operations, services, and marketing [4][34]. - The comprehensive industrial ecosystem in China, combined with the strategic focus on empowering various industries through 5G, has positioned these operators favorably in the AI landscape [4][34]. - The GSMA report emphasizes the importance of deep industry collaboration and the establishment of standards to facilitate large-scale replication of AI applications [32][33]. Group 5: Future Directions and Innovations - The integration of AI with other technologies such as 5G, big data, and cloud computing is crucial for fostering innovation and breaking down technological silos [5][40]. - The upcoming Mobile World Congress (MWC) Shanghai will feature a Mobile AI exhibition, showcasing diverse AI terminal forms and their potential to drive new business models [40][41]. - The emotional value of AI large models is becoming increasingly significant, as they transition from mere tools to partners in daily life, enhancing user engagement and willingness to pay [41][42].