Original Xiaoyan new fire
Author: Xiaoyan
Editor: Caiyun
From 2023 to 2024, with the acceleration of a new wave of artificial intelligence, consumer electronics products also ushered in a new topic-AI. More importantly, this war seems to have no smoke, but major manufacturers have been secretly wrestling for a long time, especially mobile phone manufacturers.
On March 18th, 2024, vivo announced in the official Weibo that the release date of its XFold3 series folding screen mobile phone is scheduled for March 26th. Coincidentally, Huawei and Xiaomi’s new generation of folding screen mobile phones are also on the road. Undoubtedly, the next "arms race" sword refers to the "AI+ folding screen" track.
From calmly watching to joining the "AI+ folding screen", what psychological experiences have domestic mobile phones experienced?
In fact, the mobile phone industry is a little different against the background of a group of industries that are striving to keep up with the pace of AI development.
At the beginning of 2023, with the explosion of ChatGPT, many technology companies launched large model related products: on March 16, 2023, Baidu released "ERNIE Bot"; In April 2023, Ali launched "Tongyi Qianwen"; In May 2023, the data disclosed by China Institute of Science and Technology Information showed that 79 large models had been released in China, which was called "White Model War". It can be seen that most of China’s big model related products were released in the first half of 2023. On the other hand, smartphone manufacturers did nothing, and they were extremely calm in the wave of big model release in the first half of the year.
It was not until the end of 2023 that manufacturers began to take the lead. At the developer conference held on November 1st, vivo released the self-developed general AI big model matrix-blue heart big model. It is understood that the blue heart model contains five products, covering all kinds of usage scenarios. In addition, many smartphone manufacturers, including Huawei, Glory and Xiaomi, have also officially announced or launched their own AI model products, and some even implanted related products into smartphones.
Many people will have doubts: Is it because the technology of domestic mobile phones still doesn’t work? Actually, it is not.
The reason why smartphone manufacturers did not launch AI big model related products in the first time may have nothing to do with the technical level, but took into account the privacy and security needs of consumers. After all, only when the end-to-end computing technology in the upstream supply chain is mature enough can the privacy and security of users be guaranteed to the greatest extent.
On October 25th, 2023, Qualcomm released a brand-new third-generation Snapdragon 8 mobile platform. The biggest highlight of this product is that the speed of Hexagon NPU has increased by 98% and the energy efficiency has also increased by 40%. This means that it will support models with more than 10 billion parameters. At the same time, on November 6th, MediaTek released the flagship 5G generative AI mobile chip of Tianji 9300. Its core advantage lies in supporting the terminal to run 1 billion, 7 billion and 13 billion. Even the AI big language model with up to 33 billion parameters supports leading mainstream AI big models such as Android, Meta Llama 2, Baidu ERNIE Bot big model, and Hundred Rivers Intelligent Hundred Rivers big model.
At this point, major smartphone manufacturers have launched new products. Because of the flagship mobile platforms of Qualcomm, MediaTek and other enterprises to escort, their large-scale model products have the possibility of landing.
The technology is becoming more and more mature, and the folding screen mobile phone market is bound to show a "Red Sea trend".
Back to the topic mentioned earlier, according to the official announcement, vivo’s XFold3 series folding screen mobile phone will be released on March 36, 2024. It is reported that XFold3 series new folding screen mobile phones will be equipped with advanced technologies such as V3 image chip developed by vivo industry and blue heart model.
Other smart phone manufacturers are not to be outdone. Huawei, Xiaomi, OPPO and other brands "run into the market", launch a variety of mature terminals, and combine the industrial chain to carry out innovative iterations on screen and hinge technology. For example, Huawei introduced Xuanwu water drop hinge technology, Beidou satellite and other new technologies for the first time on the newly launched folding screen mobile phone, and connected to the AI ? ? big model. And glory, Motorola, Samsung and other companies will also iterate AI folding screen phones this year.
According to the latest report released by DSCC, a screen supply chain consulting company, it is estimated that in the first quarter of 2024, the shipment of folding mobile phones will increase by 105% compared with the previous quarter. Of the total global smartphone shipments in 2024, it is estimated that about 5% of smartphones will be equipped with end-side AI computing power. Huo Jinjie, president of IDC China, said that in 2024, the global shipment of new generation AI mobile phones will reach 170 million units, accounting for 15% of the total smartphone shipments. The share of AI mobile phones in China market will also increase rapidly, and will account for more than 50% by 2027.
It can be seen that with the maturity of AI technology, large models can greatly improve users’ work efficiency and life efficiency. The "double plus code" of smart phones and AI technology will also become the mainstream of the industry and gradually be accepted by more and more people.
The big model may become the key factor to determine the sales of smart phones, and the folding screen mobile phone market will also mature and even become a red sea.
The future is bright but the road is tortuous: the conference is thunderous, but the offline sales are rainy. …
We can foresee that in the future, the smart phone folding screen will show a trend of flowers blooming and flowers contending. At their own new product launch conferences, each family made every effort to promote it. However, the development trend is on the one hand, and the current situation is on the other hand. As far as the current market situation is concerned, developers still have a lot of room for improvement.
For example, Xiaomi, Glory and Huawei have all "played AI cards" at their own press conferences. Xiaomi once announced at the press conference that Xiaomi 14 Ultra is equipped with the AI ? ? big model computing photography platform (Xiaomi 14 Ultra can call the AI ? ? big model to redraw the original optical data when shooting at a zoom of more than 30 times, so that the blurred details become clear under the adjustment of the algorithm). At the press conference, Glory released the "Magic Big Model", an end-side platform-level AI big model with 7 billion parameters developed by Glory. Huawei publicly announced that HarmonyOS 4 system will fully access its own Pangu model, becoming the world’s first mobile terminal operating system with embedded AI model capability. The first batch of supported models are Mate 60 series.
But unfortunately, the offline stores of these mobile phone brands did not regard AI as a clear propaganda point, nor did they show and introduce materials about AI.
However, OPPO and vivo are very concerned about their AI elements. Vivo shop assistants will also focus on the AI functions of mobile phones, such as eliminating passers-by, searching for photos, generating cartoons with photos, writing poems, and the common AIGC image generation functions. It is not ruled out that they will use this opportunity to achieve overtaking in corners.
But in any case, the complete landing of the big model will definitely lead to great changes in the mobile phone industry. It is difficult to experience the benefits and advantages brought by the AI ? ? big model by using traditional smart phones, and it is imperative to "change the machine". For smartphone manufacturers, the AI ? ? big model is not only a brand-new technology, but also a series of major earthquake events, such as consumer switching and industry reordering. It is no exaggeration to call it "the reshuffle battle of the next era".
The picture comes from the Internet.
Text reference:
https://mdaily.hangzhou.com.cn/mrsb/2024/03/20/article_detail_3_20240320A103.html
https://new.qq.com/rain/a/20240313A01LQL00
https://baijiahao.baidu.com/s? id=1781873839585609973
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Original title: "Domestic mobile phones rush to the" AI+ folding screen "track, and the industry reshuffle war begins? 》
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