AI+通信业务白皮书

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 experience through advanced technologies such as natural language processing and deep learning [3][7] - AI is driving the evolution of terminal devices, making them smarter and more interactive, which is expected to significantly improve user experience [4][28] - The integration of AI into communication services is expected to reshape business models and deepen collaboration within the communication ecosystem [47][52] Summary by Sections 1. Introduction - AI is transforming industries and society at an unprecedented pace, becoming a key driver of technological and industrial change [3] 2. AI Opens New Frontiers for Communication Services - AI is reshaping user interaction by integrating multiple modes of communication, leading to more dynamic and immersive experiences [10][12] - Enhanced call experiences are being developed through real-time translation and AI-driven features that personalize communication [13][15] - AI is improving information delivery by enabling smart Q&A, filtering, and cross-language communication [19][21] - Video robot technology is being revolutionized by AI, allowing users to create personalized video content easily [22] - AI is expanding immersive communication, enhancing user experiences across various sectors such as 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][29] - The market for AI smartphones is expected to grow significantly, with a projected compound annual growth rate of 63% from 2023 to 2028 [30] - AI is enhancing the functionality of smart wearables, making them more independent and capable of providing personalized health monitoring [31][33] - AI is transforming traditional robots into intelligent machines capable of autonomous decision-making and complex task execution [40][41] 4. AI Revitalizes the Communication Service Ecosystem - New entrants in the communication ecosystem, including AI solution providers, are reshaping industry dynamics and fostering collaboration [47][48] - AI is expected to deepen cooperation among ecosystem participants, enhancing the development of innovative applications [49][50] - The traditional role of operators is evolving from "pipeline providers" to "new information service providers," driven by AI advancements [52][53] 5. Challenges in Service Innovation - The implementation of AI services in communication faces high costs and varying effectiveness, necessitating significant resource investment [56] - Technical challenges arise from the increased data transmission demands of AI, impacting network performance [58][59] - Security challenges include the risk of misuse of AI technologies and the complexities of ensuring data safety [61][62] 6. Promoting Industry Cooperation for AI-Driven Communication Services - The integration of AI into communication services is expected to drive significant industry transformation and innovation [67][68] - Operators and partners are encouraged to explore innovative applications of AI to enhance communication services [68][70]