Investment Rating - The report does not provide a specific investment rating for the AI smartphone industry Core Insights - The Chinese AI smartphone industry is rapidly emerging, with the market size expected to grow from 189 billion RMB in 2024 to 1,033.79 billion RMB by 2028, reflecting a compound annual growth rate (CAGR) of 52.93% [4][25] - The industry is shifting from hardware sales to a combination of hardware and software, enhancing user experience through the integration of AI large models [4][8] - The competitive landscape is intense, with major manufacturers increasing investments in AI technology and launching differentiated products [4][9] - By 2027, AI smartphones are projected to capture 51.9% of the Chinese smartphone market share, driven by factors such as the sluggish smartphone market, mature computing power, and the development of 5G and intelligent terminal devices [4][10] Industry Definition - AI smartphones are defined as smartphones that integrate artificial intelligence technology, providing intelligent functions and services beyond basic communication and multimedia capabilities [5] Industry Characteristics - The business model is transitioning from hardware sales to a combination of hardware and software, with manufacturers focusing on integrating AI large models into devices to enhance user experience [8] - The industry is characterized by fierce competition, with manufacturers investing heavily in AI technology to differentiate their products [9] - The AI smartphone industry has significant growth potential, as consumer demand for advanced smartphone features continues to rise [10] Development Stages - The AI smartphone industry can be divided into two stages: the nascent stage (2017-2022) and the initiation stage (2023-present) [11] - The nascent stage saw Huawei launch the first AI smartphone, while the initiation stage has seen numerous manufacturers release AI smartphone products [12] Industry Scale - In 2023, the market size of the Chinese AI smartphone industry reached 45 billion RMB, with projections indicating growth to 1,890 billion RMB by 2024 and 10,337.88 billion RMB by 2028 [25][26] - The growth is attributed to the emergence of AI smartphones as a new growth point amid a declining smartphone market and the increasing demand for intelligent features [26][27] Competitive Landscape - The market concentration in the AI smartphone industry is high, with leading companies such as Honor, OPPO, vivo, and Huawei forming the first tier, while Lenovo, OnePlus, and Meizu comprise the second tier [42] - Leading companies leverage superior AI smartphone performance to attract consumers and increase market share [43] - The competitive dynamics are influenced by brand loyalty and the ability of manufacturers to innovate and enhance product performance [44]
AI手机：智启未来，探索人机交互的无限可能 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-08-27 12:01