Core Insights - China Mobile Guangdong Company held a quarterly terminal ordering and AI product promotion conference, emphasizing the future of the AI terminal ecosystem with over 300 participants including industry experts and leading smartphone manufacturers [1] - The company has accelerated the development of the AI smartphone industry since the first AI smartphone ordering conference in August, launching multiple AI smartphone models with significant sales achievements [1][2] Group 1 - The conference featured presentations from major manufacturers like ZTE, Huawei, realme, vivo, OPPO, and Honor, showcasing their latest AI terminal products and exclusive ordering policies [1] - The cumulative sales of AI smartphones have surpassed 148,000 units, with a single-day peak sales of over 2,200 units [1] Group 2 - China Mobile Guangdong Company aims to expand market boundaries through a "hit product matrix" and has partnered with vivo, Honor, and OPPO to launch four new AI smartphone models [2] - The company plans to implement precise policies to activate cooperation, offering comprehensive and high-impact policy support to enhance customer and channel store participation [2] - Future strategies include extending marketing efforts into more scenarios and continuously iterating AI terminal products and services in collaboration with industry partners to enhance user experience and drive high-quality industry development [2]

Core Insights - The conference showcased the integration of 5G-A and AI technologies, marking a significant shift in the telecommunications industry from "network construction" to "experience management" [1] Group 1: User Experience Enhancement - 5G-A has served over 45 million customers, providing core values of "experience enhancement" and "emotional value" [2] - Pilot projects in Guangdong, Zhejiang, Beijing, and Henan are transforming "experience management" from a concept into a replicable business model [2] - The Global通 AI phone developed by Guangdong Mobile and Huawei offers a personalized digital service solution, optimizing network connections based on user habits [2] Group 2: Network Expansion and Performance - Zhejiang Mobile plans to establish 20,000 5G-A stations by the end of 2025, focusing on key areas such as urban centers and transportation hubs [3] - The collaboration with Huawei has validated the FA SUL uplink performance, providing essential technical support for the high-quality scale development of AI [3] - 5G-A has demonstrated its capability to handle high-density crowd scenarios in Beijing [3] Group 3: Technological Synergy - The "super uplink" capability of 5G-A is a crucial link connecting the physical and digital worlds [4] - AI robots in the showcased unmanned restaurant can receive real-time order information via the 5G-A network, achieving millisecond-level transmission delays [4] - The integration of 5G-A with AI is driving industries from "digitalization" to "intelligentization" [4] Group 4: Future Outlook - The conference featured the release of three major initiatives, outlining a ten-year blueprint for intelligent living and showcasing the breadth and depth of the "5G-A×AI" ecosystem [5] - Choosing 5G-A represents not just a faster network but a smarter and more convenient lifestyle for users [5] - Embracing "5G-A×AI" offers industries the opportunity to seize digital transformation and unlock new possibilities for productivity [5]

Core Insights - The article discusses Huawei's launch of next-generation smart home terminal products and the "5G-A × AI" ecosystem initiative, aiming to reshape digital life over the next decade [1][3]. Group 1: Smart Home and User Experience - The new smart home terminals are designed to reconstruct interaction points, making returning home feel like "future living" [3]. - 5G-A's scenario-based services aim to integrate high-quality experiences into everyday mobile usage, enhancing user convenience [3]. Group 2: Infrastructure and Industry Support - The "super uplink" solution is positioned as foundational for AI implementation, supporting the intelligent transformation of industries [3]. - Guangdong Mobile's launch of the first commercial "5G-A high-speed train acceleration package" offers 2GB of targeted data and 24-hour dedicated network acceleration, achieving stable download speeds exceeding 3Gbps [3][4]. Group 3: AI Integration and Technological Advancements - The integration of AI transforms 5G-A from a "high-speed network" to an "intelligent hub," exemplified by the Global通 AI phone that combines various services tailored to high-end users [4]. - The "super uplink" speed of 3Mbps to 20Mbps enhances the efficiency of cloud perception and feedback, enabling applications in industrial monitoring, remote surgery, and high-definition streaming [4]. Group 4: Industry Transformation - The collaboration between 5G-A and AI is reshaping industry dynamics, as seen in the use of AI robots in unmanned restaurants that can process orders in real-time with millisecond latency [5]. - In industrial settings, intelligent devices leverage 5G-A's connectivity to interact with thousands of sensors, optimizing production processes for higher efficiency [5].

Core Insights - The China Mobile Global Partner Conference showcased innovations in AI and 5G-A technology, emphasizing their integration into daily life and industrial applications [1] - China Mobile's upgraded Global Communication plan aims to enhance service value for 200 million high-end customers, with a target of 50 million 5G-A users by the end of the year [3] - The implementation of 5G-A across various provinces highlights its role in enhancing user experience and meeting the growing demand for high-speed connectivity [4] Summary by Region - **Guangdong**: Launched the first 5G-A high-speed rail dedicated network, achieving user download speeds of up to 3 Gbps and improving latency for popular apps [5][6] - **Zhejiang**: Accelerating 5G network upgrades with plans to establish 20,000 stations by the end of 2025, enhancing user experience in various urban and commercial areas [7][8] - **Beijing**: Introduced a "5G-A Worker Stadium Speed Package" for sports events, providing fans with high-speed connectivity and personalized experiences [9] - **Henan**: Developed a "Dynamic Interactive Logo" to enhance user engagement and service accessibility, allowing users to quickly access their service packages [10] 5G-A and AI Integration - The integration of 5G-A and AI is transforming the digital service ecosystem, moving beyond mere speed enhancements to creating new application scenarios [11] - Key technological advancements, such as super uplink capabilities, are expected to further accelerate the adoption of AI in various sectors, contributing to the development of a digital economy [11]

Core Insights - China Telecom and Samsung Electronics have launched the W26 smartphone, marking the 18th generation of their "Heart of the World" series since 2008, targeting high-end business users [2][4] - The customized smartphone market is limited, with operator channel shipments expected to reach 9.9 million units in the first half of 2025, accounting for 7.2% of the overall smartphone market in mainland China [2] - The trend of decreasing customized phones is driven by the popularity of all-network and dual-SIM technologies, leading to higher demands for flexibility and choice among consumers [2][5] Product Features - The W26 supports satellite communication, features a 200-megapixel wide-angle main camera, and weighs only 215 grams, along with AI experiences like "Instant Briefing" and "Meeting Assistant" [2] - The device is equipped with Samsung's One UI 8 and a multi-modal AI assistant, Bixby, which can execute complex voice commands and summarize documents [3] - The pricing for the W26 is set at 16,999 yuan for the 16GB+512GB version and 18,999 yuan for the 16GB+1TB version [4] Market Dynamics - The customized smartphone market has seen a shift from operator-exclusive models to all-network models combined with operator subsidy packages, indicating a need for deeper collaboration between manufacturers and operators [7][8] - The introduction of AI capabilities in customized phones is seen as a way to accelerate the development of new business opportunities, although the overall market remains small [6][7] - The W series, particularly with its unique design and exclusive user interface, aims to attract high-end business users while showcasing the need for innovative cooperation between telecom operators and smartphone manufacturers [8]

Group 1: AI Empowerment and Digital Transformation - Foshan is actively promoting AI to drive high-quality development across various industries, aiming to "recreate a new Foshan" through digital transformation initiatives [2][9] - The "Mojie·Enterprise AI Application Mall," launched in January 2025, focuses on small AI models that address real industry problems, attracting 102 ecosystem enterprises and offering 345 AI applications [3][9] - AI digital humans from Foshan Mobile have served over 40 enterprises, becoming essential tools for cost reduction and efficiency improvement in various sectors [3][9] Group 2: Low-altitude Economy and Urban Governance - The low-altitude economy is being integrated with 5G and AI algorithms, creating new opportunities for tourism and urban governance through aerial perspectives [4][5] - A network of 34 fixed and 4 mobile drones covers 806 square kilometers in Shunde, enhancing efficiency in environmental monitoring and illegal construction identification, reducing processing time from 3 days to 2 hours [5][9] - The establishment of the Foshan Low-altitude Economy Development Association has brought together 61 companies, facilitating supply-demand matching and policy interpretation [5][9] Group 3: Cybersecurity and Safety - Foshan Mobile is collaborating with the city’s cybersecurity association to establish a distributed network security operation center, enhancing safety and reliability in AI applications [6][7] - The company has achieved significant recognition in cybersecurity competitions, with its team members being acknowledged as high-end talents in the field [7] Group 4: Community Services and Public Engagement - Foshan Mobile is implementing innovative service models, such as "Silver Hair Small Classroom" for the elderly, to enhance community engagement and safety awareness [8][9] - The "Yue Enjoy Health" platform integrates smart hardware and data services to provide comprehensive health management solutions for users [8][9] - These initiatives reflect the company's commitment to addressing community needs and ensuring that digital transformation benefits all citizens [9]

Core Viewpoint - The launch of the Global通AI phone by Guangdong Mobile and Huawei represents a significant advancement in the integration of 5G-A and AI technologies, aiming to enhance user experience through a comprehensive personal digital service solution [1][2]. Group 1: Product and Service Innovation - The Global通AI phone is not just a device but a holistic personal digital service solution, embodying the "Artificial Intelligence+" initiative and addressing the needs of modern consumers [1][2]. - The phone integrates cutting-edge technologies and exclusive benefits, showcasing the threefold breakthroughs of "speed + intelligence + security" brought by the fusion of 5G-A and AI [2]. - The Global通尊享权益包 offers differentiated high-end services, including enhanced communication experiences, exclusive customer service, and personalized AI assistance [3][4]. Group 2: Service Structure and User Experience - The service structure transitions from "standardized" to "differentiated," focusing on high-end user needs through three dimensions: "enjoy communication," "enjoy services," and "private benefits" [3]. - Users can experience world-class 5G-A network speeds, exclusive network guarantees along high-speed rail, and advanced security features such as quantum encryption for calls [3]. - The "private benefits" aspect includes terminal insurance, online medical consultations, and various lifestyle privileges, enhancing the overall user experience [4]. Group 3: Ecosystem Collaboration - The sustainable development of the "尊享服务" relies on collaborative efforts within the industry chain, with Guangdong Mobile and Huawei establishing a robust ecosystem for service upgrades [5]. - The partnership focuses on technical co-development, product innovation, and marketing synergy, ensuring a long-term support system for the new services [5]. - The Global通AI phone exemplifies the deep integration of "5G-A x AI" capabilities, making AI services readily accessible to users [5]. Group 4: Marketing and User Engagement - The marketing strategy emphasizes community engagement, targeting elite users through high-end events and activities in key cities [6]. - The approach aims to resonate with user needs, transforming technical innovations into tangible experiences [6]. - The launch signifies a paradigm shift in mobile AI services, combining technological strength, differentiated services, and ecosystem collaboration to create a reliable daily experience for users [6].

Core Insights - The launch of the Global通AI phone by Guangdong Mobile in collaboration with Huawei marks a significant step in the commercialization of 5G-A technology, integrating advanced AI applications such as AI calls and quantum secure communication [1][3][4] Group 1: Product Launch and Features - The Global通AI phone is positioned not just as a device but as a comprehensive digital service solution aimed at enhancing AI capabilities for consumers [3] - Key features of the Global通AI phone include 5G-A network acceleration, emergency communication via Beidou, end-to-end encrypted calls, and various AI-driven services like AI note-taking and AI chat assistance [5][7] Group 2: Market Context and Development - As of June 2023, over 30 provinces in China have launched main packages for 5G-A, with user numbers exceeding 10 million, indicating a robust growth trajectory for the technology [4] - The industry is witnessing a trend towards cluster development, driven by the increasing demand for high-quality information services and innovative products [4][5] Group 3: Strategic Partnerships and Future Plans - Guangdong Mobile aims to deepen partnerships with various stakeholders to enhance customer service and promote sustainable industry development [3] - Future product innovations will include AI-enabled services tailored for different demographics, such as the elderly and younger consumers, expanding the reach of AI services [7]

Core Viewpoint - China Mobile Guangdong Company launched the "Global通AI" smartphone, which is not just a device but a comprehensive personal digital service solution aimed at enhancing AI capabilities for households and fulfilling customer needs for a better digital life [1] Group 1: Product Launch and Features - The "Global通AI" smartphone is based on Huawei's flagship Mate 70 Pro and integrates advanced technologies and exclusive benefits, including 5G-A network acceleration, emergency communication via Beidou, and AI-powered services like AI note-taking and AI chat [1] - The product embodies the "Five Major Enjoyment" service philosophy of the Global通 brand, providing efficient, precise, and intelligent AI digital services [1] Group 2: Market Strategy and Future Plans - China Mobile Guangdong Company is innovating AI smartphone service models and pricing to allow customers to experience cutting-edge AI applications at more affordable prices [2] - The company has previously launched the "中移磐石AI" smartphone for senior customers, offering services like AI calling and health monitoring, and plans to introduce the "动感地带AI" smartphone targeting younger customers to expand AI service coverage [2] Group 3: Industry Collaboration and Market Potential - The third quarter general terminal ordering meeting was initiated after the launch event, featuring major manufacturers like Huawei, Realme, and Xiaomi showcasing their latest devices and sales policies, indicating strong market potential [2]