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智能手机厂商如何在AI Agents时代保持竞争力?
Counterpoint Research· 2025-05-29 02:32
Core Viewpoint - AI agents are reshaping the global technology landscape, serving as a new interface that can execute tasks based on simple commands, fundamentally changing human-computer interaction and challenging the dominance of smartphone manufacturers over operating systems [1][2]. Group 1: Rise of AI Agents - The future may see multiple AI agents coexisting on a single smartphone, each acting as an entry point for different services, leading to a multi-agent ecosystem [2][3]. - Major tech companies like Meta, Tencent, and ByteDance are leveraging AI agents to strengthen their ecosystem, creating closed systems that lock users into their platforms and diminish the control of smartphone brands [2][3]. Group 2: Implications for Smartphone Manufacturers - Smartphone manufacturers risk becoming mere hardware assemblers if they fail to adapt to the AI era, losing control over software, services, and revenue streams [5][6]. - The introduction of proprietary AI agents by smartphone brands can serve as intermediaries to direct user needs to their partners, creating opportunities for emerging startups to gain traffic support [5][6]. Group 3: New Business Opportunities - A new model of AI agent distribution is emerging, where users select agents based on their needs, prompting smartphone manufacturers to upgrade their app stores to AI agent stores [6]. - To seize this opportunity, manufacturers must invest in an open AI ecosystem, supporting independent AI startups and ensuring seamless integration of third-party agents to counter the closed ecosystems of internet giants [6].