With the launch and explosion of AI models such as ChatGPT and Sora, "actively introducing AI to empower products" seems to be the consensus of the mobile phone industry. On the evening of March 18th, Glory released a new AI full-scene strategy in the domestic market, creating a platform-level AI empowerment, a people-centered cross-operating system experience, and a new human-computer interaction based on intention recognition, and launched.Glory to a series of AI smart devices such as MagicBookPro16.
International mobile phone giantNot to be outdone. On March 18th, it was revealed that the company was working with Google to build Gemini in the iPhone.The engine is negotiating to support the new features of iPhone software this year.
Then, can "AI+ mobile phone" stimulate users to change their machines more? Which mobile phone manufacturers can stand out with "AI+ mobile phones"?
Mobile phone manufacturer "AllinAI"
In fact, domestic mobile phone manufacturers have laid out AI many years ago. In 2016, Glory first put forward the concept of mobile phone AI, and released the MagicLive intelligent system, which provided the basis for human-computer interaction with intent recognition. In 2022, based on MagicOS7.0, Glory built a platform-level AI to further explore human-computer interaction of intention recognition. This time, the glory released the AI-enabled full-scenario strategy, which more clearly demonstrated its brand-new AI strategic architecture.
"Glory creates a platform-level AI, which is the underlying core capability of glory to lead this AI revolution and build a consumer AI experience for the future." Zhao Ming, CEO of Glory Terminal Co., Ltd. said.
Not only is glory doing AI, but this year OPPO founder and CEO Chen Mingyong also released an internal letter saying, "2024 isThe first year "; Meizu also officially announced this year to stop the new project of traditional smart phones, "AllinAI".
In addition, well-known international mobile phone giants have recently been exposed to abandon their efforts to build cars for ten years, and some employees will be transferred to the AI department. According to Guo Ming, a well-known analyst, Apple’s next-generation iPhone16 is expected to be its first.
How do mobile phone manufacturers integrate AI into smart terminals? It is understood that the glory AI strategy divides the intelligent terminal AI into four layers, that is, the first layer uses AI to enable cross-system integration, allowing different operating systems to make decisions through AI, and realize seamless connection and data sharing between mobile phones, tablets, PCs and other devices; The second layer reconstructs the operating system with AI, and recognizes the new way of human-computer interaction based on intention, so that the more the mobile phone is used, the better it is used. The third layer is the application of AI on the end side, such as matting, photo rendering, summarizing documents, etc. The fourth layer is the end cloud collaboration of AI, which enables the application of AI big model to be presented.
Ma Jihua, founder of Darui Consulting, toldThe Daily reporter said that AI is still in the development stage on the mobile phone side, and there is no particularly clear function. Therefore, major mobile phone manufacturers prefer to put AI into the entire ecosystem, which can enhance the capabilities of the entire ecosystem, including mobile phones, tablets, notebooks, TVs, cars,Wait, integrate it through AI, which will have more room for development in the future.
The mobile phone market may be shuffled.
As the breakthrough of mobile phone technology is getting smaller and smaller, the frequency of consumers changing phones is getting lower and lower. According to the research institute TechInsights, the global smartphone replacement cycle will be extended to a record high of 51 months in 2023, which proves that many users are using the models four years ago and are unwilling to replace them.
Ma Jihua said that smart phones are becoming more and more expensive, and the price has prevented many consumers from changing their phones. Secondly, the current mobile phone products have no attractive functional innovations, and the technological improvement is small, which is not much different from the old mobile phones of users.
"The limit of Moore’s Law leads to the limited improvement of hardware performance, and the slow development of software also leads to the redundancy of hardware performance. Simply understand that mobile phones five or even ten years ago can still run most applications, which is why users are not enthusiastic about changing machines. " Pan Helin, a member of the Information and Communication Economy Expert Committee of the Ministry of Industry and Information Technology, told the Daily reporter.
The emergence of AI big model has brought the dawn of promoting machine change for the mobile phone market. Pan and Lin frankly said that the combination of AI and mobile phones, if AI is powerful, will stimulate consumers’ enthusiasm for changing machines, because AI needs hardware performance, and too old mobile phones run AI with insufficient performance. Of course, the premise is that AI is powerful enough to meet the standards of general AI, at least to replace ChatGPT.
According to the research report released, on the whole,The fundamentals of the industry are gradually improving, and the AI ? ? big model continues to upgrade and empower, optimistic about the replacement demand driven by AI.
In fact, it is eroding the market share of traditional smartphones. The industry’s first "White Paper on AI Mobile Phone" released by OPPO and IDC shows that in 2024, the global new generation of AI mobile phone shipments will reach 170 million units, accounting for about 15% of the total smartphone shipments. Among them, in China market, it is estimated that the shipment of new generation AI mobile phones will reach 37 million units in 2024 and 150 million units in 2027, and the market share of new generation AI mobile phones will exceed 50%.
With the gradual increase in the share of AI mobile phones, the mobile phone industry may face reshuffle. Pan Helin said that mobile phone manufacturers with three basic advantages of algorithm, computing power and data and an AI ecosystem with a large number of users will get better development. In addition, what the market needs is a powerful general AI.It is not the weak AI of small and medium-sized models. It is expected that one or two of the current head manufacturers will remain as the leader of the AI ? ? ecosystem.