AI+Communication Service White Paper（2025）

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - Artificial Intelligence (AI) is revolutionizing communication services, enhancing user interaction and creating new business models within the industry [3][7] - The integration of AI into terminal devices is transforming smartphones, wearables, and robots, leading to smarter and more interactive user experiences [28][39] - The communication industry is expected to undergo significant changes as AI technologies advance, fostering collaboration among various stakeholders [47][50] Summary by Sections 1. Introduction - AI is rapidly transforming industries and society, driven by advancements in deep learning, algorithms, and data accumulation [3] - AI is reshaping application design and user interaction, moving beyond traditional keyword-based models to more sophisticated, context-aware systems [3] 2. AI Opens New Frontiers for Communication Services - AI is creating a more intuitive and user-centered interaction experience by integrating multiple modes of communication [10][11] - Enhanced call experiences are being developed through real-time translation and AI-driven features that personalize user interactions [13][14] - AI is revolutionizing information delivery by enabling smart Q&A, filtering, and cross-language communication [19][21] - The introduction of immersive communication technologies is transforming various sectors, including healthcare and education [24][25] 3. AI Paves New Paths for Terminal Development - AI is driving the evolution of smartphones, wearables, and robots, enhancing their capabilities and user interactions [28][39] - The market for AI smartphones is projected to grow significantly, with a compound annual growth rate of 63% from 2023 to 2028 [30] - Wearable devices are becoming more autonomous and integrated, providing personalized health monitoring and smart interactions [31][33] 4. AI Revitalizes the Communication Service Ecosystem - New entrants, including AI solution providers and vertical industry players, are injecting vitality into the communication ecosystem [48][49] - AI is expected to deepen collaboration among ecosystem participants, leading to innovative applications and service models [50][51] - The traditional role of operators is shifting from "pipeline providers" to "new information service providers," creating diverse service ecosystems [52][53] 5. Challenges in Service Innovation - The implementation costs of AI services are high, and the effectiveness often falls short of user expectations [56] - Technical challenges arise from the increased data transmission demands of AI applications, impacting network performance [58][59] - Security challenges include the risk of technology misuse and data safety concerns, necessitating robust protective measures [61][62] 6. Promoting Industry Cooperation for AI-Driven Communication Services - The integration of AI and communication technologies is expected to drive the intelligent transformation of various industries [67] - Operators and partners are encouraged to explore innovative AI-driven communication applications to enhance service efficiency and user experience [68] - There is a need for advanced network capabilities and enhanced data security measures to support the growing demands of AI applications [70]