QuestMobile2025年中国AI终端生态发展研究报告：AI终端三大领域格局初定，场景跃迁与品类爆发共振，大厂发力空间智能

Core Insights - The article discusses the rapid development trends in the AI terminal industry, highlighting the emergence of AI smartphones, AI PCs, and wearable devices as central components of a smart living model, leading to the creation of intelligent spaces such as smart homes and smart cars [4][6][11]. Group 1: AI Terminal Development - The "end-edge-cloud" architecture is identified as a key driver for the scalable development of AI terminals, with significant breakthroughs expected by 2025 [10][18]. - AI smartphones and AI PCs are positioned as the primary entry points for personal digital life, with AI wearable devices extending their functionality [11][41]. - The domestic smartphone shipment reached 220 million units from January to September 2025, indicating a strong growth trajectory [34]. Group 2: Smart Home and Smart Car Integration - The smart home app user base reached 383 million by October 2025, with an average usage frequency of 60.7 times per month, reflecting a shift towards personalized and scenario-based smart experiences [6][45]. - In the smart car sector, L2 level assisted driving configurations accounted for 69.4% of vehicles by October 2025, showcasing the mainstream adoption of advanced driving technologies [52]. - The integration of smart homes and smart cars is leading to the development of a "super space intelligence" model, enhancing user interaction and experience [45][50]. Group 3: Emerging AI Technologies - The field of embodied intelligence is experiencing explosive growth, with 409 financing events recorded from January to October 2025, indicating strong investor interest [12][60]. - Embodied intelligence is seen as a critical leap for AI, transitioning from virtual to physical applications, with industrial manufacturing being the initial focus area [62]. - Space intelligence is defined as the next significant milestone in AI development, providing a foundational framework for AI terminals to achieve comprehensive intelligent behavior in the physical world [64][66]. Group 4: Market Dynamics and Competitive Landscape - The competition among smartphone manufacturers, internet companies, and home appliance firms is intensifying as they vie for control over user interaction interfaces [6][47]. - Major tech companies are rapidly entering the space intelligence sector, with their investments reflecting their core business strengths [68][70]. - The article emphasizes that the future of AI terminals will be shaped by their ability to integrate seamlessly into users' lives, enhancing the overall experience [72].