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text | lu jiu business review

at present and for a long time to come, the comprehensive update of the chips supporting ai may bring more new ideas to the entire mobile phone industry.

"golden nine" high-end phone, "silver ten" flagship phone, mobile phone manufacturers are red-hot again this fall, working hard to use new products to attract users to switch phones and seize more market share.

looking at september alone, the two old rivals huawei and apple held new product launches on the same day. to put it simply, the highlights of both parties are apple’s first ai phone; while huawei relies on its appearance advantage to release its first three-fold phone, and the latest kirin chip is expected to debut on the mate70 series of ai phones released in october. .

combined with the new selling points introduced by major mobile phone manufacturers in the past year or so, it can be seen that folding screens and ai seem to have become a relatively certain competitive direction in the industry.

a senior industry observer told lujiu business review that although mobile phone manufacturers almost all set folding screens as high-end cuts, he also believes that the probability of manufacturers following huawei's pace and accelerating the launch of three-folding is not too great. after all, in terms of brand mentality, huawei is a relatively special existence. "in the future, manufacturers will still make more efforts in the direction of ai."

ai driven, melee upgrades

it would not be an exaggeration to describe today’s mobile phone industry as “a free-for-all.”

in addition to huawei, which announced the first launch of a three-fold phone in september, and apple, which launched the first ai phone, at the new product launch conference in october, xiaomi 15 received the most attention. in particular, the latest remarks made by lu weibing, president of xiaomi group and president of the mobile phone department, said that the ai ​​experience of xiaomi mi 15 is closer to chinese users and can be in sharp contrast with apple products.

glory also moves frequently. although xiaomi mi 15 is the first model of snapdragon 8 elite, there is news that the upcoming honor magic7 series is also equipped with snapdragon 8 elite. the press conference is coming soon, and i'm afraid both sides are nervous.

lujiu business review found in its exchanges with mobile phone manufacturers that although most manufacturers will still focus on their own strategic planning and will not deliberately follow huawei's footsteps in launching a three-fold, the goal of expanding the mid-to-high-end market with foldable phones is still advancing. in particular, as new products continue to flood into the market and prices gradually drop, foldable screen mobile phones are moving from early adopters to common use.

another direction recognized in the industry is,in terms of ai mobile phones, whether as preliminary exploration or formal entry into the market, many mobile phone manufacturers have entered the ai ​​track since 2023.

after combing through the existing products on the market that are called ai mobile phones, it can be seen that the ai ​​mobile phones defined by manufacturers not only have efficient computing power, strong perception ability, independent learning ability and creative ability, but also provide continuous inspiration and knowledge support can become an intelligent assistant for individual users, and this may become the final form of ai mobile phones.

but current ai mobile phones are still in the exploratory stage and realize part of their ai intelligence through vision and hearing.

at present, the main ai functions of iphone 16 focus on collaborative work between apps, siri intelligent voice recognition, text and voice editing, and picture and video editing. but this is only a glimpse of real ai phones.

the functions of the ai ​​mobile phones released by samsung before are not much different from those released by apple this time. the core functions include real-time translation, voice assistant, smart camera, scene recognition, health management, etc. in addition, samsung ai mobile phones also have some special functions, such as instant search, vertical free shooting system, note assistant, simultaneous interpretation function, etc.

it can be seen that although various manufacturers also hope to differentiate themselves on ai mobile phones, the homogeneity of core functions is still relatively serious.

sun yanbiao, chairman of chaodian think tank, told lujiu business review that in terms of the product itself, the homogenization of ai mobile phones is an inevitable trend. the product functions of both major mobile phone manufacturers and telecom operators are basically similar, and they are nothing more than focused on is it ai processing on the mobile phone or ai processing on the cloud? for consumers, they will ultimately make a choice based on which method of processing is more convenient.

at this stage, whoever has more users will be stronger in the future ai mobile phone track. in sun yanbiao’s view, ai mobile phones will ultimately affect consumers’ usage habits. therefore, the stronger the ability to influence users' consumption habits, the more they can occupy a place in the field of ai mobile phones. looking at it now, xiaomi and apple have better chances.

emphasis on self-research and cooperation

however, it needs to be emphasized that although the direction of ai has been clear, the computing capabilities of mobile phones are still limited. the real driver of ai hardware is cloud servers.

canalys, an international data analysis organization, predicted in the recently released report "the present and future of ai mobile phones" that ai mobile phones are leading the mobile communications industry to a new stage of development. as the largest application model of ai mobile phones at this stage, the share of generative ai mobile phones in the global market will reach 16% in 2024, and this proportion will rise to 54% by 2028.

in order to seize this opportunity, various manufacturers began to cooperate with large model companies.

samsung can be said to be the representative of the "hundreds of families" large model dividends.take the sixth-generation folding screen mobile phones galaxy z fold6 and galaxy z flip6 released on july 17 as an example. in addition to the previous cooperation with baidu smart cloud, meitu, and kingsoft office, a new volcano engine has been added. a large model of the smart assistant and ai vision access bean bag for the latest folding screen mobile phone.

after a long period of preparation and negotiation, apple finally reached a strategic cooperation with openai. it is reported that it will introduce chatgpt into the ios 18 system before the end of 2024. at the same time, it is also reported that apple will join baidu's wenxin large model, but there is also news that not only baidu, apple is also contacting other large model suppliers at the same time.

let’s look at the dynamics of domestic mobile phone manufacturers in the direction of large models.

earlier, huawei integrated its own pangu large model into its mobile phone, allowing the mobile phone to perform complex tasks such as text generation, knowledge search, data summary, intelligent arrangement, fuzzy, and complex intention understanding.

lei jun revealed in his annual speech that xiaomi had formed a large model team in april this year, and the large model on the mobile phone has also been initially completed. prior to this, lei jun had made it clear that xiaomi's direction of developing large models was lightweight and local deployment.

almost at the same time, oppo also announced that its new xiaobu assistant based on andesgpt will soon launch a large-scale experience event. andesgpt is a generative large language model based on hybrid cloud architecture built by oppo's andes intelligent cloud team.

following closely, vivo launched the blue heart large model, which also focuses on lightweight and is conducive to localized data processing on mobile phones. honor has launched a self-developed terminal-side 7 billion parameter platform-level ai model.

in order to improve "smartness" by expanding training data, since 2024, major manufacturers have chosen to introduce external large model service providers.

at the beginning of this year, honor accessed wen xinyiyan through yoyo, both using ai assistants to call large model capabilities; in may, volcano engine announced that it would join hands with oppo, vivo, honor, xiaomi, samsung and asus to establish the smart terminal large model alliance ; the following month, xiaomi’s artificial intelligence assistant “xiao ai” also reached cooperation with volcano engine. etc.

according to some public market statistics, xiaomi, oppo, vivo, and honor have all accessed to varying degrees large-scale model products from three major manufacturers, alibaba tongyi, baidu wenxin, and byte doubao. industry insiders believe that the direct purpose of mobile phone manufacturers accessing different service providers is to quickly improve the performance of mobile phone ai with the help of different large models.

the bottom layer also rolls "chips"

when ai becomes the main focus of mobile phone manufacturers, the chip capabilities behind it are also the core of the major manufacturers' involution.

for example, the reason why huawei’s three-fold model can set the starting price at 19,999 yuan is that it uses the self-developed kirin 9010 chip. it is reported that the new mate70 series launched in october is not only expected to be equipped with the latest kirin chip, but also equipped with the new harmonyos next system, which uses ai algorithms to realize various intelligent functions such as image recognition and voice assistant.

the new iphone 16, apple's first ai phone, is equipped with the a18 chip, which is apple's second-generation 3-nanometer chip. the a18 chip runs 30% faster than the previous generation, and the gpu is also 40% faster, and provides running ai large generative models has been optimized.

however, with the support of ai, there are also questions about whether the iphone 16 series can help apple start a new "super cycle".lujiu business review noted that when the press conference was about to introduce the iphone series products and apple intelligence, apple's stock price turned from rising to falling, and the decline once expanded to more than 1%. after the press conference, the stock price gradually recovered.

on android flagship phones, since qualcomm and mediatek, the two chip manufacturers in the first echelon of the industry, have firmly chosen "dual ultra-large cores" and released new products, it has also confirmed lu weibing's view that "this year will be an inflection point in the chip industry." .

according to the current situation, both qualcomm and mediatek have officially announced that they will release the next generation of flagship mobile phone chips in october - qualcomm will release snapdragon 8 gen 4, mediatek will release dimensity 9400, and the mobile phone brands will soon release the first models.

among them, the vivo x200 series equipped with dimensity 9400 will be the first shot of the new flagship phone, which will be released on october 14.

qualcomm snapdragon 8 elite has also been confirmed to be launched in the xiaomi mi 15 series. although the release time of xiaomi mi 15 has not yet been announced, it is known that the snapdragon summit will be held from october 21st to october 23rd, so xiaomi mi 15 will definitely be released in mid-to-late october.

the highlight of snapdragon 8 elite is that for the first time, it all uses customized "phoenix" cores. the maximum cpu frequency is directly raised to 4.32ghz, and even the large core reaches 3.52ghz. specifically, it is composed of two 4.32ghz ultra-large cores + six 3.52ghz large cores.

at present, the running scores of snapdragon 8 gen 4 have been exposed online, with single-core scores of 3216 points and multi-core scores of 10051 points. the multi-core has surpassed the apple a18 pro, and the single-core is close. as long as the heat generation/power consumption can be stabilized this time, it will become the performance king this year.

"2024 will be the turning point for the chip industry. in the next month or so, everyone will see the turning point." lu weibing bluntly stated on weibo in early september the direction of the involution of mobile phones this year.

at present and for a long time to come, the comprehensive update of the chips supporting ai may bring more new ideas to the entire mobile phone industry.