AI手机行业深度：AI手机时代即将来临 软硬件迎来新一轮创新周期

Industry Investment Rating - The report maintains a "Leading Market-A" rating for the AI smartphone industry, indicating strong growth potential and a positive outlook for the sector [1] Core Viewpoints - The AI smartphone era is approaching, with both hardware and software entering a new cycle of innovation, driven by advancements in AI technology [1] - AI smartphones are expected to reshape the industry landscape, with significant upgrades in hardware and software capabilities, leading to a new wave of innovation and market growth [12] - The integration of AI into smartphones is expected to drive a new replacement cycle, as AI-powered features enhance user experience and functionality, potentially increasing market penetration [13] Industry Overview - Edge AI is expanding the application scenarios of AI, opening up new market opportunities by enabling AI computations closer to the user, reducing latency, and improving privacy [9] - Edge AI offers advantages such as cost efficiency, low latency, privacy customization, and simplified interactions, making it a key driver for the adoption of AI in smartphones [10] - The AI smartphone market is expected to grow significantly, with the penetration rate of generative AI-enabled smartphones projected to reach 43% by 2027, up from 1% in 2023 [13] Key Players and Market Trends - Major smartphone brands like Samsung, VIVO, and OPPO are actively integrating AI into their devices, with AI features becoming a core selling point for high-end smartphones [13] - Samsung's Galaxy S24 series leads the AI smartphone market, with a 58% share in Q1 2024, driven by its advanced AI capabilities and strong market reception [20] - Apple is accelerating its AI integration, with the introduction of Apple Intelligence in its ecosystem, which is expected to drive a new replacement cycle for its devices [35] Technological Advancements - Smartphone chipsets are undergoing significant upgrades to support AI functionalities, with companies like Qualcomm and MediaTek introducing chipsets with enhanced AI processing capabilities [14] - Qualcomm's Snapdragon 8 Gen 3 and MediaTek's Dimensity 9300 chipsets are leading the way in AI performance, enabling advanced AI features on smartphones [18] - Apple's M4 chip, introduced in the new iPad Pro, features a powerful neural engine capable of 38 trillion operations per second, further enhancing AI capabilities in Apple devices [31] Competitive Landscape - Domestic smartphone manufacturers in China are developing their own AI models to differentiate their products, with companies like VIVO and OPPO launching proprietary AI models such as BlueLM and Andes [25] - Apple's system-level AI integration gives it a competitive edge over Android devices, with its ability to seamlessly integrate AI across its ecosystem and applications [37] Key Companies to Watch - Pegatron: A leading PCB supplier for Apple, benefiting from the AI-driven replacement cycle in smartphones [52] - Luxshare Precision: A core supplier in Apple's supply chain, expected to benefit from the AI-driven upgrade cycle in Apple devices [55] - Dongshan Precision: A key FPC supplier for Apple, with potential growth from AI-driven hardware upgrades [58] - Lens Technology: A major supplier of structural components for smartphones, poised to benefit from the AI-driven innovation cycle [60] - Crystal Optech: A core optical supplier for Apple, with growth potential from AI-driven innovations in smartphone cameras [62]