Economic Observation Network Reporter Deng Yuchen Recently, major mobile phone manufacturers have gone off and announced the betting on AI (artificial intelligence) mobile phone business.
On the evening of February 22, Group (01810.HK) released the upgrade by the "Xiaomi Image Brain" upgrade at the Xiaomi 14 Ultra conference at the Xiaomi 14 Ultra conference.The "xiaomi Aisp" is positioned as "the first AI model calculation photography platform".
Materials sent by the person in charge of Xiaomi to reporters show that the Xiaomi AISP platform fully integrates the CPU (central processor), GPU (graphic processor), NPU (embedded neural network processor)) And ISP computing power can realize the computing power of 60TOPS (trillion times per second, processor computing power unit), and provide "super capture" and "super champions" functions.
This is also the first AI result released by Xiaomi in 2024.At the mobilization conference held in February 2024, Xiaomi founder and chairman Lei Jun set the companys operating strategy this year as "steady and aggressive" and reiterated the six major sons strategies including the AI strategy.
Compared with "steady and aggressive" Xiaomi, another mobile phone manufacturer Meizu is much more aggressive.
At the beginning of the new year, Meizu announced that it will stop the new "smartphone" project and fully invest in AI technology, "all in AI".In addition to building AI systems and AI ecology, Meizu specifically mentioned that it will reconstruct the hardware form and create "AI Device products".
In addition, also released the first "AI Yunzhengqiang Technology" at the Pocket 2 conference on February 22, and OPPO announced that it was announcedEstablishing AI Center ... All signs seem to be showing that AI is becoming a key force that affects changes in the mobile phone industry in 2024.
"AI image processing is the most intense area of the current competition and the easiest field of AI advantages." On February 22, Liu Tong, a researcher in the computer industry in the securities firm, Liu TongTell reporters that the most large AI models have not yet appeared products or applications that have been sufficient to shake the industry. It takes longer to wait and see. "For consumers, the absolute advantage of AI mobile phones is difficult to show in a short time."
First -line mobile phone clerk: AI is not attractive enough
Sora, who was born in February,It refreshed peoples perception of AIGC again.After text and images, Wensheng video technology represented by Sora shows the huge potential of subverting the film and television industry.
In the mobile phone industry, "AI mobile phone" is recognized as "next -generation mobile phone"."AI mobile phones will be the third major change in the mobile phone industry after the function machine and smart machines. In the era of AI mobile phone, the mobile phone industry and user experience will usher in revolutionary changes." Liu Zuohu, chief product officer of OPPOAI Strategic Conference on February 20 said.
Compared with other hardware, carrying with a small and light mobile phone is indeed an ideal carrier of AI.Guohai Securities pointed out in the research report that as far as mobile phones are concerned, its development path is: emphasizing communication functions -smartphone -personal assistants.Compared with the PC, the mobile phone is closer to the terminal device of the users life, so users naturally have this demand.
From the second half of 2023, AI mobile phones with large AI models have been listed on the market.The upgraded Hongmeng 4.0 system announced the access to Pan Gu Das model and applied to multiple system applications of Huawei mobile phones; Samsung released the flagship Galaxy S24 series equipped with end -side AI assistant Galaxy AI, with video AI processing, AI chat robot,, AI chat robot,, AI chat robot, AI chat robot,, AI chat robot, AI chat robot, AI chat robot,, AI chat robot, AI chat robot, AI chat robot, AI chat robot,, AI chat robot, AI chat robot, AI chat robot,, AI chat robot,, AI chat robot,Image screen processing, call real -time translation and other functions; OPPO released the worlds first 7 billion -end -side large model mobile phone Find X7 series, which has the AIGC elimination function and AI model voice abstract.
But while the industry manufacturers are hot, it is difficult for the front -line mobile phone stores to understand the help of AI concepts for mobile phone sales.
The reporter recently visited multiple mobile phone sales stores in Guangzhou. In OPPO stores, the Find X7 series posters and other promotional materials are marked with "smarter AI models" and other promotionThe language, but AI is not the focus of sales at the clerk.
A clerk told reporters that customers still pay attention to taking pictures, chips, and screens. "We will take the initiative to introduce AI functions to customers, but few people will interested.Now the attractiveness of AI is not strong enough. "
and in brand stores such as Xiaomi and Honor, AI has not appeared in a significant area." In the past two years, AI is often used in publicity.Customers may have been indifferent to these words, "said a clerk at a vivo store.
A customer who is buying a mobile phone tells reporters that in his opinion, there is no significant difference between AI mobile phones and other mobile phones, "(AI mobile phone) does not seem to have any special features.I dont usually use it. "
Is it a" new generation of mobile phones "or" marketing gimmick "?What is AI mobile phone?Where is the difference with the smart machine?At present, the definitions of AI mobile phones and the disputes between technical routes are covered with a shadow of the popularization and promotion of AI mobile phones.
In ordinary consumers, mobile phones with large models can be called AI mobile phones.Liu Zuohu said that real AI mobile phones can use computing resources more efficiently, sensitively perceive the real world, have a strong self -learning ability and more abundant creative ability.
The consulting agency IDC divides AI mobile phones into hardware empowerment AI mobile phones and new generation AI mobile phones in the report in February 2024.Among them, the latter must be able to run the SOC (mobile phone system-level chip) of the end-side Genai (generated AI) model faster and more efficiently, and the NPU performance of the INT-8 data type is at least 30tOPS.Based on this standard, only three SOC mobile phones including Apple A17 Pro, MediaTek Tianji 9300, and Qualcomm Snapdragon 8 Gen 3 can be defined as a new generation of AI mobile phones.
"AI mobile phones have higher requirements for chips and hardware. At present, the large model of the mobile phone side is still in its infancy, and the mainstream clouds such as Wenxin and the star fire modelThere is still a gap between the side large model ratio, which is also caused by the small number of large model parameters on the mobile phone end. In the future, AIs requirements for mobile phone computing power, chips, and storage will be increasing day by day. "There is room for outbreaks when the hardware end is mature enough.
According to the prediction of IDC, the shipping volume of the new generation of AI mobile phones in 2024 will reach 170 million units, accountingAbout 51 million shipments increased significantly.
The emergence of AI mobile phones is expected to inject "strong heart needle" into the weak mobile phone market.According to IDC data, the shipping volume of Chinas smartphone market in 2023 was about 271 million units, a decrease of 5.0%year -on -year, the lowest shipment in the past 10 years.The imagination space brought by AI mobile phones has injected marketing highlights into the mobile phone market that has not been new for a long time.
"Whether it is AI image processing or voice assistant, it is still in the initial stage, and the application scenario is not mature enough. After the large model of the end side is really mature, consumers may perceive AIThe advantage of the mobile phone, "Liu Tong said.
(The request of the interview, Liu Tong is a pseudonym)
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Deng Yuchen Economic Observer Reporter
Reporters from Guangzhou Interview Department focus on the listed company and capital of South ChinaMarket events.Please contact the news: [email protected]
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