中国市场AI手机份额也将迅速增长，到2027年将占比超过50%。行业预计2026年全球AI手机渗透率将突破35%。 一个"以AI为核心定义产品、生态和用户体验"的新时代开启了。 3年AI，华米OV销量如何？ 22年末ChatGPT 横空出世，掀起生成式AI热浪，"有头脑的终端"成为刚需。此后三年，手机厂商们纷纷开启AI暴走模式。不仅新品发布含AI率极高，组 织层面也积极做出调整以适配AI布局。 手机市场呈现冰火两重天。 一边是卷不动的硬件参数和越来越长的换机周期。根据TechInsights数据，智能手机平均年换机率已降至全球23.7%，对应换机周期约51个月。 一边是AI手机的持续火热。IDC中国区总裁霍锦洁表示，2024年全球新一代AI手机出货量将达到1.7亿部，占智能手机整体出货量的15%。 12月11日，OPPO对AI中心做了组织架构调整，将小布记忆、小布助手、小布建议整合为"超级小布"项目，以深耕系统级AI。四天后，vivo正式发布S50系 列，新品"长焦Live神器"让人印象深刻。 今年算得上端侧AI的爆发之年。政府工作报告将"发展新一代智能终端"列为国家战略，明确提出加速AI手机、AIPC、智能 ...

12月18日，小米公司创始人、董事长、首席执行官雷军发文宣布，小米17 Ultra，下周正式发布。 此次曝光信息显示，小米 17 Ultra 在海外名称或将改为 Leitzphone powered by Xiaomi，这也就意味着小 米与徕卡方面的合作或将迎来进一步的深入。外观方面，小米 17 Ultra 或将沿用现款机型的大尺寸圆形 后置多摄模组，并同样安置在机背中轴线顶端，其中左侧为开孔更大的潜望式长焦，其余两枚摄像头则 位于 Deco 的底部。 硬件配置上，据称小米 17 Ultra 或将用上全新的徕卡镀膜，能够消除色差、降低反射，从而实现更高清 晰度、更高保真的成像表现，除了按惯例搭载高通第五代骁龙 8 至尊版外，其可能会支持 100W 有线快 充和卫星通信功能。而在影像方面，这款机型可能会采用 5000 万像素 OV50M 前摄，以及由 5000 万像 素 OVX10500U 主摄 +2 亿像素 S5KHPE 长焦 +5000 万像素 OV50M 或 S5KJN5 超广角组成的后摄模 组。 责任编辑：李昂 12月18日，小米公司创始人、董事长、首席执行官雷军发文宣布，小米17 Ultra，下周正式 ...

Core Insights - Samsung's Exynos 2600 appears to have resolved previous performance issues, shifting the focus from performance concerns to confidence in the chip's capabilities [1][3][19] Technical Advancements - The Exynos 2600 is built on Samsung's 2nm GAA process and features a 10-core CPU design (1+3+6) using Arm's latest C1 architecture, along with an AMD RDNA4-based Xclipse-960 GPU with 8 compute units [4][9] - Recent performance tests indicate that the Exynos 2600's CPU performance has surpassed Qualcomm's Snapdragon 8 Gen 2 and MediaTek's Dimensity 9500, achieving a single-core score of 3959, second only to Apple's A19 Pro [6][12] - The GPU is reported to have a theoretical FP32 performance of up to 6 TFLOPS, with a peak frequency of 1350-1400 MHz, suggesting it may maintain performance better under prolonged use compared to competitors [10][12] Image Processing Capabilities - The ISP of the Exynos 2600 supports up to 320 million pixels for a single camera or three 108 million pixel sensors simultaneously, with HDR capabilities for 8K 60FPS and 4K 120FPS video [12][18] - Samsung is developing an AI imaging technology called "neural composition," which aims to enhance photo quality by predicting optimal compositions before the shutter is pressed [18] Market Position and Strategy - Historically, Samsung's Exynos chips have faced challenges in gaining market confidence, with a significant portion of Galaxy devices using Qualcomm chips [20][23] - Recent reports indicate that approximately 75% of Samsung Galaxy devices now utilize Qualcomm chips, highlighting a shift in reliance on external suppliers [23] - The upcoming Galaxy S26 series is expected to continue the trend of using both Exynos and Snapdragon chips, raising questions about the performance parity between the two versions [25]

Group 1 - The Xiaomi 17 series is approaching 2 million in real-time activation sales, showcasing its competitive back screen design and significant timing advantage during the National Day holiday [1] - Other brands are likely to adjust their R&D cycles to keep up with Xiaomi's lead, as indicated by a Meizu employee [1] - Despite the earlier release of the MediaTek Dimensity 9500 platform, related devices will launch after the National Day holiday, trailing behind the Xiaomi 17 series [1]

Core Insights - Redmi officially launched its flagship K90 series on October 23, featuring the fifth-generation Snapdragon 8 processor and AI independent graphics chip D2, with prices starting at 2599 yuan, an increase of 100 to 500 yuan compared to the previous generation [1][3] - The price gap between different storage versions has widened, with the 12GB+512GB version priced 600 yuan higher than the 12GB+256GB version, compared to a 400 yuan difference in the previous generation [1] - Xiaomi's president, Lu Weibing, attributed the price increase to upstream cost pressures, particularly rising storage costs, which are expected to continue escalating [1][5] Pricing Strategy - The K90 standard version's price was adjusted down by 300 yuan to 2899 yuan within the first month of sales to address consumer dissatisfaction over pricing [1] - Other smartphone brands have also raised prices due to similar cost pressures, with vivo X300 series increasing by 100 to 300 yuan, OPPO Find X9 series by 200 to 300 yuan, and iQOO 15 series starting at 4199 yuan, a 5% increase [6][10] Market Dynamics - The price of DRAM chips has surged, with a reported year-on-year increase of 171.8% in Q3, driven by demand from AI infrastructure investments and supply constraints [3][5] - Major manufacturers like Samsung and SK Hynix are shifting focus to high-end chips, reducing production of DDR4 memory, which is expected to lead to a significant supply shortage [4][5] Industry Trends - The smartphone industry is entering a "super cycle" due to tight supply of ordinary storage chips, with manufacturers stockpiling components, leading to a projected price increase of over 200% for DDR4 memory by 2025 [5][12] - The rising costs of flagship processors and custom screens, along with increased R&D investments, are contributing to overall product cost increases [8][10] Future Outlook - The storage chip price increases are expected to continue, with predictions of a 20-30% rise in memory prices for new flagship models next year [12] - The industry is moving towards a "high investment, high pricing, high experience" phase, where companies must enhance product quality to cope with rising costs [12]

Core Viewpoint - The global first 2nm chip, Samsung's Exynos 2600, has begun mass production, with the first wafers already in use [1]. Group 1: Product Development - The Exynos 2600 has already reached the "Fab-out" stage, indicating it is moving into backend testing and packaging, with commercial use expected in the new Galaxy S26 series by the end of the year [2]. - The Exynos 2600 features a 1+3+6 core design, with the latest large core clocked at 3.8GHz, large cores at 3.26GHz, and small cores at 2.76GHz [2]. Group 2: Market Position - Samsung will not fully revert to self-developed chips; instead, the Qualcomm Snapdragon 8 Gen 2 will remain the primary supply for most regions, with Exynos 2600 only used in select markets [2]. - Previous Exynos 2500 faced delays and performance issues, launching over a year late and underperforming compared to competitors, which raises expectations for the Exynos 2600 to redeem the brand [4].