终端白皮书20240621

Financial Data and Key Metrics Changes - The global consumer terminal market is projected to reach approximately 32 trillion RMB by 2030, with an estimated 325 billion consumer electronic terminals, averaging about 3.8 devices per person [36] - The number of global consumer terminal devices reached 22.8 billion in 2023, with smartphones accounting for 29.8%, smart home devices (excluding TVs) for 26.3%, PCs and tablets for 17.6%, smart TVs for 13.1%, and smart headphones for 8.8% [21] Business Line Data and Key Metrics Changes - AI technology integration in terminal products is deepening, driving dual upgrades in performance and experience [5] - The evolution of AI technology in terminal products generally goes through three stages: application layer integration, system layer fusion, and AI-centered OS [5] Market Data and Key Metrics Changes - The demand for lightweight terminal devices integrated with generative AI capabilities is increasing, with users expecting these devices to be smarter and more capable [28] - The industry is witnessing a shift from single-device usage to multi-device scenarios, enhancing user experience across various environments [22][23] Company Strategy and Development Direction - The company emphasizes a consumer experience-centric strategy, focusing on creating great products that prioritize user experience over mere specifications [66] - The integration of AI and large models into terminal systems is a key focus, aiming to create a unified, powerful, and intelligent ecosystem for consumers [77] Management's Comments on Operating Environment and Future Outlook - Management believes that AI should be one of the foundational technologies for smart terminals, aiming to enhance user interaction and privacy protection through AI-driven systems [77] - The company acknowledges the dual nature of public sentiment towards AI, recognizing both the potential for transformative change and the concerns regarding job displacement [112] Other Important Information - The emergence of AI agents is expected to revolutionize user interaction, shifting from a command-based approach to an intent-based approach [105] - The company is committed to continuous innovation, focusing on consumer needs and integrating cutting-edge technologies into its products [67] Q&A Session Summary Question: What is the company's outlook on the integration of AI in consumer products? - The company is focused on integrating AI capabilities into its products to enhance user experience and create a more intelligent ecosystem [77] Question: How does the company plan to address consumer concerns regarding AI? - The company aims to ensure transparency and control over user data while promoting the benefits of AI technology [39]