企业竞争图谱：2024年人工智能手机 头豹词条报告系列

Industry Overview - The AI smartphone market is expected to grow from RMB 1,315.31 billion in 2024 to RMB 6,218.1 billion by 2028, with a CAGR of 47.45% [2] - AI smartphones are defined as devices capable of local reasoning, supported by edge and cloud computing, enabling intelligent task allocation between hybrid computing power and models, reducing response time, and functioning offline to avoid data leakage risks [3] - The industry is driven by hybrid AI, hardware-software upgrades, and rapid growth in domestic smartphone models [7] Industry Classification - AI smartphones are classified based on functionality into categories such as voice assistant-based, machine learning-based, computer vision-based, natural language processing-based, deep learning-based, and data analysis-based [4] - Based on computing power, AI smartphones are categorized into hardware-empowered AI smartphones and next-gen AI smartphones, with the latter featuring NPU TOPS >30 and supporting advanced AI models like Stable Diffusion [6] Industry Characteristics - Hybrid AI and hardware-software upgrades are key drivers for generative AI smartphone development [7] - Domestic smartphone brands are rapidly increasing model parameters, leading to mass adoption of AI smartphones [8] - Chips and storage are core hardware components, with high-performance SoCs integrating dedicated AI processing units (NPU, APU, TPU) to support large language models (LLMs) and large vision models (LVMs) [9] Development History - The AI smartphone industry has evolved through two stages: the budding period (2010-2018) and the launch period (2019-present) [9] - Key milestones include Apple's acquisition of Siri in 2010, Huawei's launch of the Kirin 970 chip with NPU in 2017, and the introduction of advanced AI models by major brands like Huawei, Xiaomi, and OPPO in 2023 [10][11] Industry Chain Analysis - The upstream segment includes hardware providers such as memory (DRAM/NAND/NOR Flash), chips, batteries, displays, and cameras [13] - The midstream segment involves smartphone assembly and software provision, with companies like Foxconn and BYD Electronics playing key roles [20] - The downstream segment focuses on retail and application channels, including e-commerce platforms like Alibaba and JD.com [23] Market Trends and Challenges - AI smartphones face challenges in technical adaptation and compliance with data protection regulations, particularly in the Chinese market [14] - Consumer segments include tech enthusiasts (7.0%), value optimizers (17.9%), pragmatists (67.9%), and skeptics (7.2%), with pragmatists being the dominant group [15] - Future trends include multimodal fusion, personalized experiences, intelligent integration, and ecosystem collaboration [24] Competitive Landscape - The AI smartphone industry is divided into three tiers: Tier 1 includes Apple, Huawei, and Samsung; Tier 2 includes Xiaomi and Honor; Tier 3 includes OPPO and Vivo [36] - Domestic brands are breaking the monopoly of international brands like Apple and Samsung, with Chinese brands accounting for nearly 85% of the domestic market and about 50% globally [38] Company Analysis - Xiaomi Group (1810 HK) reported a total revenue of RMB 2,709.7 billion in 2023, with a year-on-year decrease of 3.2%, but a significant increase in operating profit and net profit [41] - Huawei achieved global sales revenue of RMB 7,042 billion in 2023, with a year-on-year growth of 9.6%, and a net profit of RMB 870 billion, marking a 144.6% increase [43] - OPPO's ColorOS serves 600 million global users, providing a seamless user experience [46]