Jinwu Financial News | The mobile phone industry chain is generally rising. As of press release, Gaowei Electronics (01415) rose 5.59%, Shunyu Optical Technology (02382) rose 3.02%, Ruisheng Technology (02018) rose 2.9%, Xiaomi (01810) rose 1.65%, and BYD Electronics (00285) rose 1.69%.
CICC published a report stating that following artificial intelligence personal computers (AI PCs), AI phones have a trend of industrial upgrading on the model side, hardware side, operating system, and application side, and AI phones may reshape the mobile phone industry ecosystem in the future. AI phones are incorporating large models into mobile phones, a new direction for the evolution of smart terminals. Its current development requires attention to two key points, including effectively solving user pain points through AI, and users' data security and privacy issues. Counterpoint predicts that in 2027, the global AI phone penetration rate will be about 40%, and shipments are expected to reach 522 million units.
On the model side, the bank believes that model lightweighting is beginning to show results, and mobile phone manufacturers are releasing end-side models one after another. On the one hand, tech giants such as Google and Meta (META.US) have launched lightweight models. On the other hand, mobile phone manufacturers are also developing models suitable for operation on mobile phones through self-development or optimization methods based on existing large models. On the hardware side, NPU computing power upgrades, heterogeneous computing and memory upgrades, while focusing on battery and cooling. As for the operating system and application side, the operating system has been optimized and upgraded. Mobile apps are changing rapidly, and the business model is expected to work.