Core Insights - Mobile manufacturers are shifting focus from large parameter models to edge-based multimodal models, reflecting a significant change in AI strategy [1][8][11] - AI has become a central topic at recent developer conferences held by vivo, OPPO, and Honor, showcasing their new understanding of AI strategies and model applications [1][2] AI Development Trends - The application of AI in mobile devices has evolved from text processing to include image and voice processing, with a notable increase in edge-side multimodal models [1][3] - vivo has introduced 18 edge-side AI applications, enhancing user interaction through complex task management and intent recognition [1][4] - OPPO's features like "one-click screen inquiry" and "one-click flash note" demonstrate real-time understanding and automation of user tasks [2][4] - Honor claims over 3,000 automated scenarios, streamlining user interactions across various applications [2][4] Model Evolution - Mobile manufacturers have progressed through three stages of model development, moving from large language models to multimodal models with a focus on edge deployment [3][5] - Recent releases include Honor's 7B multimodal model MagicGUI and vivo's 3B model BlueLM-2.5-3B, integrating language, vision, and logical reasoning capabilities [5][6] Challenges in Edge Model Deployment - Current AI assistants often rely on multiple models for different tasks, leading to complexities in integrating external cloud models [8][11] - The performance of edge models is constrained by chip capabilities, with current models achieving 2B-5B parameters, equivalent to 32-70B cloud models [8][10] - The need for higher performance chips and storage for edge models poses challenges, especially in balancing cost and user experience [11][12] Ecosystem Development - The development of AI agents is still in its early stages, with current automation tasks limited to manufacturer-specific applications [13][15] - Manufacturers are building AI ecosystems to enhance cross-application functionality, with vivo, OPPO, and Honor leading efforts in creating reusable capabilities for partners [15][16] - Collaboration with internet companies is crucial for expanding the AI ecosystem, as user data and application value are significant concerns for app developers [16][17]

Core Insights - Honor launched the Magic8 series featuring the new MagicOS 10, an AI intelligent operating system starting at a price of 4499 [1] - The AI assistant YOYO is designed to evolve by learning user habits and is capable of performing tasks in real-world scenarios [1] - Honor's Magic model has reached version 3.0, enhancing capabilities in multi-modal understanding, task planning, and tool invocation [1] Group 1 - The Magic8 series includes the industry-first system-level MCP architecture, which integrates over 80% of high-frequency scenarios for user convenience [1] - Honor has opened its system-level MCP capabilities and intelligent platform to partners, with over 4000 ecosystem MCPs and intelligent agents already integrated [1] Group 2 - The "YOYO Wish Pool" initiative allows users to directly communicate their thoughts and suggestions to Honor's product center [2] - The MagicOS monthly update plan will provide users with continuous system iterations through OTA updates, making YOYO a unique personal assistant [2] - The AiMAGE introduces a new portrait engine with ten times the parameters of the previous generation, featuring upgraded AI skin optimization and lighting algorithms [2] Group 3 - The Magic8 series is powered by the fifth-generation Snapdragon 8 Gen 2 mobile platform, achieving a benchmark score of 4.28 million in real-world tests [2] - The series also features the new Oasis eye-care display, certified by Rheinland TV for global eye protection 5.0, with peak brightness of 6000 nits and a minimum brightness of 1 nit [2]

Core Viewpoint - Shenzhen's 45th anniversary highlights its high-quality development driven by leading companies like Huawei, Honor, BYD, and ZTE, forming a resilient modern industrial cluster that emphasizes intelligent manufacturing as a key area for industrial upgrading [1] Group 1: Intelligent Manufacturing and AI Integration - The production of industrial robots in Shenzhen has seen over 40% growth, with AI accelerating its penetration into frontline production, reshaping productivity [1] - Honor's new foldable flagship Magic V5 exemplifies the integration of AI in overcoming precision challenges in manufacturing, achieving assembly precision of 0.003 millimeters through collaborative development with industry partners [2][3] - The Honor smart manufacturing industrial park, recognized as the first national-level intelligent manufacturing demonstration factory in the smartphone industry, boasts over 85% of its production processes automated, with a 100% CNC rate for key equipment by the end of 2023 [3] Group 2: New Craftsman Spirit and Investment Trends - The emergence of "new craftsmen" in Shenzhen reflects a shift from traditional experience-based skills to a model that integrates knowledge, data, and creativity, enhancing manufacturing precision and efficiency [4][5] - Investment in industrial technology upgrades in Shenzhen is projected to grow by 61.8% year-on-year in Q1 2025, indicating a strong trend towards high-end, intelligent, and green manufacturing [5] Group 3: Industrial Ecosystem and Collaborative Innovation - Shenzhen's strategy focuses on creating a "chain master" leading and a cluster co-prosperity industrial ecosystem, with leading companies like Honor playing a crucial role in driving innovation and collaboration across the supply chain [6][8] - The total output value of Shenzhen's robotics industry is expected to exceed 200 billion yuan in 2024, with a year-on-year growth of 12.58%, and a 40.1% increase in industrial robot production in Q1 2025 [6] Group 4: Comprehensive Industrial Support - The success of individual companies in Shenzhen is rooted in a complete industrial ecosystem that supports technological innovation, with over a thousand national-level specialized "little giant" enterprises contributing to the industry [8] - The "20+8" industrial cluster policy is accelerating the formation of a world-class smart terminal industry cluster, with Honor's initiatives in both hardware and software exemplifying this trend [9]

一条高端产业链的"聚"与"变" 产业链上下游的紧密协同，在深圳的智能终端领域表现得尤为突出。一款旗舰产品的诞生，不仅是企业 研发的结晶，更是对整个产业链创新能力的一次整合与检阅。 以荣耀为例，7月初，荣耀在深圳发布其全新折叠旗舰Magic V5。发布会上，CEO李健选择了一种不同 寻常的方式开场，他没有罗列参数，而是分享了几个关于"一毫米"的研发故事。 据悉，在折叠屏铰链的研发中，行业一度面临0.04毫米的精度瓶颈，这已是人类手工技艺的巅峰，难以 满足大规模、高一致性的生产要求。为了突破这一极限，荣耀联合产业链伙伴，从零构建"AI鲁班大模 型"。 8月26日，深圳经济特区迎来建立45周年。 盘点这座城市的发展图谱，其高质量发展的核心动能愈发清晰：一个由华为、荣耀、比亚迪 （002594）、中兴等龙头企业牵引，无数专精特新企业协同的现代化产业集群，正成为城市经济韧性的 基石与持续向前的引擎。尤其在"工业立市、制造业强市"的战略背景下，智能制造已成为观察这座城市 产业升级的关键窗口。 从工业机器人产量实现超四成的高速增长，到人形机器人在真实场景中初步应用，再到一部折叠屏手机 的内部结构件精度被提升至微米级。这些成 ...

Core Insights - The Guangdong Provincial Secretary Huang Kunming conducted a special investigation in Shenzhen focusing on the rapid development of the artificial intelligence and robotics industry [1] - Shenzhen's robotics industry has achieved a significant milestone, with the total output value of the robotics industry chain exceeding 200 billion yuan, reaching 201.2 billion yuan in 2024, a year-on-year increase of 12.58% [1] - The investigation highlighted four key companies in Shenzhen that represent various critical aspects of the AI and robotics industry, showcasing a comprehensive layout from core AI algorithms to hardware and industry applications [1][2] Group 1: Industry Development - The robotics industry in Shenzhen is experiencing explosive growth, with a total of 74,032 robotics companies by the end of 2024, an increase of 14,534 companies year-on-year, representing a growth rate of 39.64% [6] - The Shenzhen government has set ambitious goals in its action plan, aiming to cultivate over ten companies valued at over 10 billion yuan by 2027, driving related industries to exceed 100 billion yuan [6] - The capital market has shown strong confidence in the industry, with 72 financing events occurring in 2024, accounting for nearly one-quarter of the national total [6] Group 2: Key Companies - Yuanxiang Technology has developed the largest MoE model in China, indicating Shenzhen's ambition to master core algorithm capabilities beyond hardware manufacturing [2] - UBTECH Robotics, known as the "first stock of humanoid robots," has introduced a new generation of industrial humanoid robots with innovative features aimed at practical applications in factories [3] - Leju Robotics has showcased its "Kuafu" humanoid robot, which is the world's first 5G-A humanoid robot, demonstrating advanced capabilities in various applications [3] Group 3: Technological Innovation - The integration of AI and robotics is emphasized, with companies focusing on enhancing product functionality, user experience, and cost reduction while expanding application scenarios [2][9] - The "Robot Valley" in Nanshan District has become a hub for innovation, with a high localization rate of the supply chain, facilitating rapid product iteration and market testing [8] - The collaboration between leading companies and academic institutions has fostered a deep integration of industry, academia, and research, enhancing the technological innovation ecosystem [9]

Core Insights - The World Artificial Intelligence Conference (WAIC) in Shanghai showcased Shenzhen's technological prowess, with major companies like Tencent, Honor, and ZTE presenting their innovations in AI and cloud technology [1][2] - Shenzhen is rapidly building itself as a leading AI city, supported by a robust innovation ecosystem that emphasizes the role of large, medium, and small enterprises in driving technological advancements [1][6] Company Developments - Tencent has accelerated its AI strategy, with a significant investment of 70.69 billion yuan in R&D planned for 2024, bringing its cumulative R&D investment over seven years to 340.3 billion yuan [3] - Tencent's first-quarter revenue for 2024 reached 180.02 billion yuan, marking a 13% year-on-year increase, while R&D spending grew by 21% to 18.91 billion yuan [3] - Honor is transitioning from a smartphone manufacturer to an AI terminal ecosystem company, launching the MagicGUI model to lower R&D barriers and enhance user experience [4] Industry Trends - Shenzhen is home to 37 unicorn companies, ranking sixth globally, with notable firms like WeBank and DJI among the top 100 [5] - The city has nurtured 1,025 national-level specialized and innovative "little giant" enterprises, contributing to its reputation as a hub for high-quality development [6] - Shenzhen's R&D investment accounts for over 90% of the total social R&D expenditure, with more than 25,000 national high-tech enterprises established by the end of 2024 [6]

Core Viewpoint - The article discusses the competitive dynamics between AI application providers, like Perplexity, and smartphone manufacturers, highlighting the struggle for control over user interaction and data in the AI era [1][4][17]. Group 1: AI Application Providers - Perplexity is attempting to promote its AI browser, Perplexity Comet, by lobbying Android phone brands for pre-installation, aiming to secure a primary entry point for AI interactions [1][4]. - The strategy of pre-installation is seen as a challenge to smartphone manufacturers, who prefer to maintain control over their devices' AI capabilities and user data [3][12]. Group 2: Smartphone Manufacturers - Major smartphone brands, including Xiaomi, OPPO, and Samsung, are developing their own AI models and integrating them into core functionalities, making them reluctant to allow external AI applications to dominate user interactions [8][16]. - Manufacturers view the pre-installation of external AI applications as a threat to their strategic control over user data and experience, which they believe is essential for long-term competitiveness [17][18]. Group 3: Competitive Dynamics - The relationship between AI application providers and smartphone manufacturers is characterized by a complex interplay of competition and cooperation, where both parties seek to leverage their strengths [5][12]. - The article draws parallels between the current situation in the AI mobile sector and the past experiences of car manufacturers with Apple’s CarPlay, emphasizing the importance of controlling user interaction and data [13][16].

Group 1: AI Industry Development - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in AI applications, marking the transition into a "practical era" of AI technology [1][5] - The demand for computing power is expected to increase dramatically, with predictions of a hundredfold to thousandfold growth in training computing power requirements due to the rapid evolution of AI applications [1][3] - AI models are shifting from a focus on "data + scale" to "self-optimization + multi-modal native integration," facilitating their transition from laboratories to real-world applications [5][6] Group 2: Computing Infrastructure - Companies like Huawei and ZTE presented innovative supernode solutions, with Huawei's "computing power bomb" showcasing a system where 384 cards work collaboratively, significantly enhancing resource utilization [2][3] - The introduction of the LightSphere X supernode by Shanghai Yidian and partners utilizes optical interconnect technology to overcome traditional physical limitations, allowing for dynamic scaling based on computing needs [2][3] - Companies are adapting their computing infrastructure to better meet AI demands, focusing on hardware, data centers, and intelligent scheduling of heterogeneous computing resources [3][4] Group 3: AI Applications and Agents - AI agents are becoming pivotal in various sectors, evolving from tools to "digital employees" capable of performing analysis, execution, and optimization tasks [6][7] - Personal AI applications are emerging, with products like Rokid Glasses enabling users to perform tasks through voice commands, showcasing the integration of AI into everyday life [7][8] - The Galbot robot, developed by Galaxy General, demonstrates advanced capabilities in retail and industrial settings, utilizing a combination of real and synthetic data for training to enhance operational efficiency [8]

Group 1: AI Industry Development - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in AI applications, marking the transition into a "practical era" of AI technology [1][6] - The demand for computing power is expected to increase dramatically, with predictions of a hundredfold to thousandfold growth in training computing power requirements due to the rapid evolution of AI applications [1][4] - AI foundational models are shifting their core competitiveness from "data + scale" to "self-optimization + multi-modal native integration," facilitating the transition of large models from laboratories to industry [4][5] Group 2: Computing Power Infrastructure - Companies like Huawei and ZTE presented innovative supernode solutions, with Huawei unveiling the Ascend 384 supernode, which enhances resource utilization by allowing 384 cards to work collaboratively as a single computer [2][3] - The introduction of the LightSphere X supernode by Shanghai Yidian and partners utilizes optical interconnect technology to overcome traditional physical limitations, allowing for elastic scaling and reduced deployment costs [2][3] - Companies are adapting to AI demands by developing hardware products, customized data center solutions, and intelligent scheduling platforms for heterogeneous computing [3][4] Group 3: AI Applications and Use Cases - AI agents are becoming pivotal in various sectors, evolving from tools to "digital employees" capable of analysis, execution, and optimization in government, finance, industry, and healthcare [5][6] - The Rokid Glasses, an AI + AR smart eyewear, exemplifies the integration of AI technology into consumer products, enabling users to perform tasks like information retrieval and translation through voice commands [6][7] - The Galbot robot, showcased in a simulated supermarket environment, demonstrates advanced capabilities in product recognition and retrieval, with applications already implemented in retail and industrial settings [7][8]

Core Insights - The article discusses the launch of Honor's self-developed multimodal perception model MagicGUI, which aims to enhance user interaction in various scenarios and is a key part of the company's Alpha Strategy [1][3] - Honor plans to invest over $10 billion in the next five years to build an open and collaborative AI terminal ecosystem, emphasizing the integration of AI elements to create innovative user experiences [3][4] Group 1: MagicGUI and AI Integration - MagicGUI features 7 billion parameters and matches state-of-the-art model performance, serving as a pivotal element in Honor's strategy to integrate AI into everyday life [1][4] - The model has been developed in collaboration with Fudan University, focusing on natural language processing and multimodal AI technologies, which enhances its capabilities in understanding and executing user commands [4][5] Group 2: Alpha Strategy and Ecosystem Development - Honor's Alpha Strategy aims to create a robust AI ecosystem by integrating resources such as chips, algorithms, and data, which will support various applications and services [3][4] - The company is fostering partnerships with nearly 100 universities and research institutions to drive innovation and establish joint laboratories, enhancing its research and development capabilities [5] Group 3: Open Innovation and Global Impact - The open-sourcing of MagicGUI is intended to lower the barriers for developers, enabling them to create diverse applications and promoting a shift from homogeneous competition to personalized AI solutions [5][6] - Honor's approach to open innovation is seen as a way to enhance China's influence in the global AI landscape, showcasing the country's capability to set industry standards [5][6]