news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

According to the Zhitong Finance APP, Shanxi Securities released a research report stating that in recent years, the mobile phone market has seen stagnation in innovation, a decline in the frequency of phone replacement, and slow growth in market space. In the future, AI will bring more abundant mobile phone application functions, and functions such as generative models and smart assistants will significantly improve usage efficiency. The mobile phone market is expected to usher in a new round of phone replacement cycles. The Android market has received enthusiastic responses from the market for the release of new phones from Samsung, VIVO, and other companies. Apple has successively equipped subsequent products with AI functions since the new iPad. The WWDC upgrade of the iOS system points out the development direction of AI mobile phones. The release of new Apple phones in the second half of the year will continue to strengthen the trend of mobile phone AI.

Apple's WWDC conference focuses on Apple Intelligence, and Apple will fully productize AI

Based on the mainstream AI applications and mobile AI products in the market, Apple Intelligence focuses on the product functionality brought by AI, which is summarized and refined into Powerful, Intuitive, Integrated, Personal, and Private. Improve user efficiency through intelligent interaction, combine with native APP to achieve multi-angle and multi-functional rapid interaction and response, and realize AI as a powerful logical reasoning tool. The functional entry Siri has been fully upgraded. The new generation of Siri can achieve more powerful information understanding and APP collaborative interaction capabilities. Specific functions include intermittent conversations, screen perception, image generation, text processing, etc. At the same time, openAI is introduced, equipped with the latest cloud model of GPT-4o, to realize the three-way joint reasoning mode of terminal side + private cloud + external model access, and accelerate the rapid formation of the AI ​​application ecosystem.

Android brands are focusing on mobile phone AI, and Android flagships will be fully AI-enabled in the second half of the year

According to Counterpoint Research, in the first quarter of 2024, the market share of mobile phones with GenAI functions in the global mobile phone market increased to 6%, a significant increase from 1.3% in the previous quarter. Among them, the Samsung Galaxy S24 series accounted for 58%, and the penetration rate of AI-enabled mobile phones continued to increase. It is expected that Qualcomm, MediaTek and others will continue to launch new flagship mobile phone chips this year to further promote the AI ​​process in the Android market. On the model side, all manufacturers have developed their own edge model products, such as the VIVO Blue Heart Large Model and the OPPO Andes Large Model. With the coordinated upgrade of software and hardware, the trend of mobile phone application AI continues to accelerate.

Key companies to focus on: Apple’s mobile phone AI process is accelerating, which will speed up the replacement of mobile phones. Apple’s industrial chain is expected to usher in a new cycle. It is recommended to pay attention to Pengding Holdings (002938.SZ), Luxshare Precision (002475.SZ), Dongshan Precision (002384.SZ), Lens Technology (300433.SZ), Crystal Optech (002273.SZ), etc.

risk warning:The development progress of the AI ​​industry is slower than expected; the recovery of the downstream consumer electronics market is slower than expected; and the impact of trade frictions on the supply chain is less than expected.