Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - Artificial Intelligence (AI) is rapidly transforming industries and society, driving innovation and industrial change [4] - AI is reshaping communication services, enhancing user interaction experiences and creating new business models [8] - The integration of AI into communication services is expected to deepen collaboration within the ecosystem and redefine business models [49][53] Summary by Sections 1. Introduction - AI is becoming a driving force for technological innovation and industrial transformation, reshaping lifestyles and business models [4] 2. AI Opens New Areas for Communication Services - AI is redefining user interaction by integrating multiple modalities for a more immersive experience [10] - AI enhances traditional voice and video calls with features like real-time translation and personalized experiences [13][14] - AI-driven instant messaging platforms offer intelligent Q&A, information filtering, and cross-language communication [19][21] - AI enables the creation of personalized video ring-back tones (RBT) and immersive communication experiences [22][24] 3. AI Paves New Paths for Terminal Development - AI is driving the evolution of smart devices, including smartphones, wearables, and robots, enhancing user experience and interaction [28] - AI smartphones are expected to see a compound annual growth rate of 63% from 2023 to 2028 [30] - AI wearables are becoming more intelligent and independent, providing precise health monitoring and seamless interaction [31][40] - AI robots are transitioning from programmed tasks to autonomous decision-making capabilities [41][44] 4. AI Reshapes the Communication Service Ecosystem - The traditional roles of players in the communication ecosystem are changing with the introduction of AI technology providers and vertical industry enterprises [48] - AI is expected to enhance collaboration among ecosystem participants, driving innovation and expanding service offerings [50][51] - The shift from "pipeline providers" to "new information service providers" is anticipated as operators seek to diversify their service offerings [53] 5. New Challenges Brought by AI Development - The implementation costs of AI services are high, and the effectiveness often does not meet user expectations [57] - AI technology poses higher demands on communication performance, requiring advancements in network capabilities [59][60] - Data security and the risk of technology misuse are significant challenges in the integration of AI with communication services [62][63] 6. AI-Driven Communication Service Prosperity - The integration of communication and AI technologies is expected to drive the intelligent transformation of various industries [68] - The report emphasizes the need for operators and partners to explore innovative applications of AI-driven communication services [69] - Enhancing network capabilities and data security measures is crucial for the future of AI in communication [71]
AI+Communication Service White Paper
中国移动·2025-03-19 07:44