3 6 Ke·2024-02-23 03:44Core Viewpoint - The mobile industry is entering a new era defined by AI integration, with major companies like OPPO and Meizu leading the charge towards AI smartphones, marking a significant shift in product design and functionality [1][3][5]. Group 1: AI Smartphone Development - OPPO has officially announced its entry into the AI smartphone era, highlighting four key features of AI phones and calling for developers to create AI applications [1]. - Meizu has decided to halt traditional smartphone projects to focus entirely on AI devices, indicating a strategic shift in the industry [1][5]. - The integration of AI into smartphones has progressed through three stages, from basic API calls to the incorporation of self-developed AI models by various manufacturers [1][3]. Group 2: Market Projections - IDC forecasts that the shipment of new AI smartphones in China will reach 37 million units in 2024, growing to 150 million units by 2027, with AI smartphones expected to capture over 50% of the market share [3]. - Counterpoint reports that global shipments of smartphones supporting generative AI are projected to increase from 47 million units in 2023 to over 100 million units in 2024, and to 552 million units by 2027 [3]. Group 3: AI Smartphone Features - OPPO defines AI smartphones as those that efficiently utilize computational resources, can perceive the real world, possess strong self-learning capabilities, and provide creative support to users [8][9]. - The hardware capabilities for AI have been significantly enhanced, with Qualcomm's Snapdragon 8 Gen3 chip showing a 98% improvement in NPU performance, allowing for the integration of large AI models [9][11]. Group 4: Ecosystem and Development - The success of AI smartphones will depend on the establishment of a robust ecosystem, similar to the early days of the iPhone, where a strong developer community is essential for innovation [16][18]. - OPPO's "1+N Intelligent Body Ecosystem" aims to democratize AI application development, allowing users to create personalized AI agents without needing programming skills [16][17]. Group 5: Future Implications - The rapid evolution of AI capabilities in smartphones is expected to lead to a new cycle in the mobile industry, with AI applications becoming increasingly integral to user experience [19]. - The shift towards AI smartphones is anticipated to redefine the competitive landscape, moving from a dominant Apple vs. Android model to a more fragmented ecosystem with multiple players [18][19].