AI试水“抢购物券”，手机厂商转向：不拼参数拼应用

Core Viewpoint - The article discusses the evolving landscape of AI in the smartphone industry, highlighting the shift from large-scale model competition to practical applications and cost-effective solutions among Chinese manufacturers, contrasting with the strategies of leading US companies like OpenAI and NVIDIA [3][4]. Group 1: AI Development Strategies - Chinese smartphone manufacturers are moving away from competing on large model parameters and are focusing on deploying smaller models that enhance practical applications [3][4]. - The cost of developing large AI models is prohibitively high, with estimates suggesting that creating models with 400 billion parameters could require investments of up to 50 billion yuan, including significant ongoing electricity costs [13][14]. Group 2: Practical Applications of AI - Companies like Honor are showcasing AI capabilities that allow smartphones to predict user actions and streamline interactions, significantly improving user experience [6][9]. - Vivo and OPPO are also exploring AI applications, with Vivo's AI capable of processing long contexts and OPPO focusing on AI memory capabilities to help users manage information overload [10][12]. Group 3: Challenges in AI Implementation - The smartphone industry faces challenges such as power consumption, computational demands, and cost pressures, which have hindered significant sales growth despite AI advancements [11][13]. - The need for additional hardware, such as independent NPU chips, increases costs by 15%-20%, further complicating the profitability of AI integration in smartphones [13]. Group 4: Future Trends and Market Potential - The number of AI-supported scenarios in smartphones is rapidly increasing, with Honor reporting a growth from 200 to 3000 scenarios in just three months, indicating a strong trend towards AI integration [16][17]. - By 2029, it is projected that 57% of smartphones will support generative AI, with Chinese brands playing a crucial role in this transition [17].