Core Viewpoint - Huawei is set to launch the Pura80 series with an "AI Super Intelligent Agent" in August, aiming to enhance user interaction through natural language processing [1] Group 1: AI Integration in Smartphones - The transition to AI era shifts the core logic of super entry points from "function-driven" to "task-driven," allowing users to complete complex operations through natural language without manually operating applications [2] - Major manufacturers are upgrading their AI assistants to deeply integrate with operating systems, with Apple and Samsung leading the way in enhancing their AI capabilities [2][3] - The introduction of AI agents like AutoGLM by Zhiyuan AI can simulate human-like operations on smartphones, executing tasks such as social media interactions and online shopping with minimal user input [3] Group 2: Market Trends and Projections - IDC forecasts that the penetration rate of AI smartphones in China will rise from 5.5% in 2023 to 13.2% in 2024, with expectations of reaching 0.8 billion units by 2025 and 1.5 billion units by 2027, indicating a significant market shift [4] - The demand for AI-driven features is expected to drive hardware upgrades in smartphones, necessitating higher specifications for components like SoC, memory, and NPU [4] Group 3: Historical Performance of Key Players - Lenovo launched its first AI smartphone, the Moto X50 Ultra, in May 2024, while other brands like OPPO, Honor, and Samsung have also introduced AI smartphones, contributing to a growing market interest [5] - The AI smartphone concept has gained traction, with leading companies like Fuyuan Technology experiencing over 150% stock price increase from February to March 2024 [5] Group 4: Related Concept Stocks - The rise of AI smartphones is expected to drive systemic upgrades in smartphone hardware architecture, impacting various sectors including local computing power, storage, and thermal management [8] - Key stocks related to this trend include companies in edge computing, storage, battery technology, assembly, and component manufacturing [8]

⼤会名称 ：AI 360 研讨会 ⼤会时间 ：2025 年 3 ⽉ 20 ⽇ 主办单位 ：Counterpoint Research ⼤会地址 ： 深圳东海朗庭酒店 1.会议介绍 倒计时 2 天！Counterpoint Research 首届 AI 360研讨会嘉宾阵容再添大咖！在科技变革浪潮中，AI 强势驱动产 业革新。2025 年 3 月 20 日，Counterpoint Research AI 360 研讨会，汇聚全球 AI 精英齐聚，带来前沿视角。 Counterpoint 资深分析师剖析 AI 生态、产业机遇，更有专业嘉宾分享一手 AI 前沿信息。在这里，听大咖深度 洞察，探索 AI 经济价值，把握发展先机。Counterpoint・AI 360 研讨会，期待与您共襄盛举！ 2.参会嘉宾预告 周树峰 面壁智能 商业化副总裁 演讲主题：从无所不能到无处不在的大模型 汪扬 香港科技大学 副校长(大学拓展) 周树峰先生目前负责面壁智能商业化工作；他拥有20年科技行业从业经验，涉及科技硬件，软件和咨询服务等 领域；他还曾担任某全球性技术咨询公司中国区COO，并带领团队帮助国内大型金融，高科技，制造企业完 ...

1.会议介绍 在科技变革浪潮中，AI 强势驱动产业革新。2025 年 3 月 20 日，Counterpoint Research 将在深圳举办 AI 360 研 讨会，全球 AI 精英齐聚，带来前沿视角。Counterpoint 资深分析师剖析 AI 生态、产业机遇，更有重磅嘉宾分 享一手 AI 前沿信息。在这里，听大咖深度洞察，探索 AI 经济价值，把握发展先机。Counterpoint・AI 360 研 讨会，期待与您共襄盛举！ 2.参会嘉宾预告 陈晓春 OPPO AI技术战略规划总监 演讲主题：OPPO AI 手机实践与探索 陈晓春先生 负责 OPPO 公司的 AI 领域技术路线规划和技术合作。他在 TMT 领域拥有近 20 年工作经验。2019 年加入 OPPO 后，陈晓春先生主导了 2020 年 和2023 年 OPPO 技术战略顶层设计及 2022 年安第斯智能云技术规划，并在 2024 年起全面负责 OPPO AI 技术战略规划工作。 ⼤会名称 ：AI 360 研讨会 ⼤会时间 ：2025 年 3 ⽉ 20 ⽇ 主办单位 ：Counterpoint Research ⼤会地址 ： 深圳东海朗庭 ...