年终报道∣智能手机的下一次变革，已被AI启动？

Core Viewpoint - The smartphone industry is undergoing a significant transformation driven by AI, shifting from hardware-centric innovations to AI as a core operational component [3][5][15]. Group 1: AI's Role in Smartphones - AI has transitioned from being a marketing buzzword to a fundamental aspect of smartphone operation, with manufacturers emphasizing AI's integration into the user experience [3][5]. - Major brands like Apple, Vivo, and Honor are focusing on developing AI capabilities that operate at the system level, indicating a shift towards AI as essential infrastructure for future smartphones [6][10]. - The introduction of the Doubao AI phone exemplifies this shift, showcasing AI's potential to perform tasks autonomously, thus redefining user interaction with smartphones [9][10]. Group 2: Market Dynamics and Consumer Behavior - The global smartphone replacement cycle is lengthening, with the average annual replacement rate dropping to 23.7% by 2024, indicating a shift from smartphones as fast-moving consumer goods to durable goods [5]. - The Doubao AI phone has generated significant market interest, with its price skyrocketing in the second-hand market, reflecting consumer demand for innovative experiences rather than just hardware specifications [9][12]. - The competition is evolving from hardware specifications to AI system capabilities and ecosystem integration, as companies seek to meet consumer demands for streamlined interactions [15][16]. Group 3: Challenges and Ecosystem Impact - Despite the excitement around AI, there are concerns about the lack of "killer applications" that fully leverage AI's capabilities in smartphones, limiting its current effectiveness [8][12]. - The introduction of AI-driven smartphones has led to disruptions in existing app ecosystems, with some applications restricting access to AI operations, highlighting the tension between innovation and established app functionalities [12][13]. - The shift towards AI as an operational entity may necessitate a reevaluation of app monetization strategies and user engagement models, as AI could change how users interact with applications [13][16].