Core Viewpoint - The focus of AI functions in smart terminals is shifting towards practical needs and specific scenarios, balancing generality with usability, and cost with benefits [1][2][5]. Industry Trends - The 2023 global penetration rate of smart terminals reached 38.7%, expected to rise to 45.7% by 2028, indicating a significant increase in AI integration within devices [5]. - By Q1 2025, the AI functionality penetration rate in China's smartphone market is projected to reach 82%, marking a transition from AI as an "add-on" to a "must-have" feature [5]. Product Innovations - The DexH13 dexterous hand by Pasini Technology is the world's first dual-modal robotic end effector featuring "multi-dimensional touch + AI vision," designed with a four-finger, 16-degree-of-freedom bionic structure to enhance tactile perception while reducing hardware costs [1]. - Skyworth has introduced a smart elderly care solution integrated into their televisions, which includes features for companionship and safety monitoring for seniors [4]. - Dr. Glass has developed smart glasses that provide teleprompter functionality, addressing user needs in public speaking and recording scenarios [4]. Market Dynamics - The market for AI all-in-one machines is experiencing rapid growth, with nearly 100 manufacturers launching products since January 2025, driven by the need for localized AI deployment and data security [11][12]. - Companies like Quanzhi Technology are innovating AI training and inference machines that reduce training costs by 90% and improve inference performance by 50% [11]. Focus on Specific Applications - The demand for specialized smart terminals is increasing, with companies like Kengjing Technology focusing on exoskeleton robots that enhance human capabilities rather than replicating human form [8][9]. - The industry is moving towards developing tailored solutions for specific tasks, such as logistics and security, rather than pursuing general-purpose humanoid robots [12].

Core Viewpoint - The article discusses the rapid advancement and application of AI in various smart terminal devices, highlighting the importance of balancing functionality and cost-effectiveness in product design [2][3][14]. Group 1: AI in Smart Terminals - The DexH13 dexterous hand by Pasini is the world's first dual-modal robotic end effector featuring "multi-dimensional touch + AI vision," utilizing a four-finger, 16-degree-of-freedom bionic mechanical structure to enhance tactile perception while reducing hardware costs [2]. - The 2023 Global AI Terminal Exhibition showcased over 1,000 AI terminal products, emphasizing the theme "Connecting Everything, Enabling the Future," with a focus on practical applications rather than excessive features [2][3]. - The penetration rate of AI in smart terminals has significantly increased, with a global penetration rate reaching 38.7% in 2023, projected to rise to 45.7% by 2028 [6][7]. Group 2: Market Trends and Innovations - The AI functionality penetration rate in China's smartphone market reached 82% in Q1 2025, indicating a shift from AI as an optional feature to a necessity in terminal devices [7]. - The demand for specialized smart terminals tailored to specific scenarios is growing, with companies like Kenjing Technology focusing on exoskeleton robots that enhance human capabilities rather than merely replicating human form [10][11]. - The development of AI one-stop solutions is gaining traction, with nearly 100 manufacturers launching AI integrated products since January 2025, addressing data security and cost issues in AI deployment [13][14]. Group 3: Balancing Functionality and Cost - The industry is moving towards creating specialized, user-friendly smart terminals rather than generic humanoid robots, as exemplified by Pasini's choice to develop a four-fingered dexterous hand based on cost-benefit analysis [11][12]. - Companies are increasingly focusing on refining their products to meet specific industry needs, such as Kenjing Technology's plans to simplify their robots for targeted tasks like cargo handling and security checks [14].

Core Insights - The 2025 Global AI Terminal Exhibition in Shenzhen showcased over 300 companies from 15 countries, highlighting the transition of AI terminals from experimental to practical applications [1] - Shenzhen launched two industrial funds totaling 7 billion yuan, focusing on AI smartphones, humanoid robots, and large model integrated machines, signaling a priority on terminal development [1] - The exhibition serves as a window into Shenzhen's evolution from hard technology innovation to a collaborative industrial ecosystem [1] AI Glasses - TCL's latest AR smart glasses, the Raybird X3 Pro, allow users to take photos and provide real-time object recognition and explanations through voice commands [2][3] - The glasses weigh only 76 grams and feature multiple functions including photo capture, translation, and navigation, making them a true multi-modal AI terminal [2] - Raybird has maintained the largest market share in AR glasses in China for three consecutive years, with over 50% market share in Q1 of this year [3] AI Large Models in Education - SenseNova V6 series by SenseTime integrates AI large models with educational scenarios, capable of correcting homework and providing step-by-step explanations [4][5] - The model supports multi-modal recognition and real-time interaction, enhancing the learning experience by identifying errors and guiding students [5] - The education sector is seen as a high-frequency area for large model deployment due to its structured data and high user acceptance [6] Humanoid Robots - The exhibition featured humanoid robots like TORA-ONE, demonstrating advanced dexterity and precision in tasks such as screwing in light bulbs [7] - The robot's capabilities are supported by proprietary high-precision tactile sensing technology, allowing it to perceive various physical properties [7] - Shenzhen's robot industry is projected to exceed 200 billion yuan in total output by 2024, with a year-on-year growth of 12.58% [8] Investment and Ecosystem Development - Shenzhen's AI and humanoid robot industry funds aim to support startups and foster unicorns, with a total of 7 billion yuan allocated [8] - The city has over 2,600 AI-related companies, forming a robust ecosystem that supports rapid product iteration and market application [9] - The robot industry in Shenzhen is expected to reach a total output value of 2,012 billion yuan by the end of 2024, with a significant number of enterprises contributing to the sector's growth [9]