Visual China.
2024 has just begun, and the new product launch conferences of major mobile phone manufacturers have begun in full swing.
On the afternoon of January 8th, the OPPO Find X7 series mobile phones were officially released, with a starting price of 3999 yuan. In the more than two-hour press conference, OPPO spent nearly half of the time talking about the layout and advantages of its latest products in AI, and MediaTek director Chen Guanzhou also came to the press conference site to stand for him. According to OPPO, Find X7 is the world's first mobile phone to apply a 7 billion parameter large language model on the device side, and has passed the advanced deployment of device-cloud collaboration.
According to OPPO, thanks to the new large model capability, the Find X7 series products will not only bring a new AIGC elimination function, but also bring the first AI large model voice summary, which can understand the conversation and form the summary content. At the press conference, in order to demonstrate the importance of this ability, Liu Zuohu, chief product officer of OPPO, also had a first-class communication with Li Xiang, CEO of Li Auto, in addition to demonstrating the function of its large model language summary, but also made a wave of publicity for Ideal MEGA.
In addition, the Find X7 series is equipped with OPPO's self-developed tidal architecture, which realizes ultra-dynamic scheduling of heterogeneous computing units by researching performance down to the bottom layer of the chipIn terms of imaging, it adopts an upgraded new super light and shadow triple main camera system, covering a new super light and shadow triple main camera covering 15mm-139mm focal length.
Find series is an important high-end product line of OPPO,And the impact of high-end,It is the tacit common choice of all domestic mobile phone manufacturers in the past two years,OPPO's pressure is not small,OPPO is not the only one who has made efforts in artificial intelligence models,vivo and Xiaomi have already entered the game。
At the vivo developer conference on November 1, 2023, vivo released its self-developed AI "blue heart" large model and large model matrix, including 175 billion, 130 billion, 70 billion, 7 billion, and 1 billion large models with different parameter scales, and open-sourced 7 billion blue heart large model 7b, which has also become the first mobile phone manufacturer in China to open source large modelsAt the Xiaomi surging OS and Xiaomi 14 series new product launch conference, Xiaomi officially announced that it will implant the AI large model into the system;Earlier, Huawei released the industry-oriented Pangu Model 3 at the developer conference0, the highest version is as high as 100 billion parameters, and it is officially announced that the new generation of intelligent operating system HarmonyOS 4 has been connected to the Pangu large model, and Xiaoyi has also become the first terminal voice assistant with AI large model capabilities;Not only that, Honor CEO Zhao Ming also said that the upcoming Magic6 series of mobile phones will support self-developed 7 billion device-side AI large models.
Large models have invariably become an important choice for major mobile phone manufacturers to enter the high-end track, but back to reality, domestic mainstream manufacturers still mainly choose Qualcomm and MediaTek two chip manufacturers, it is difficult to say which one has more prominent advantages and launched more differentiated applications. In this regard, Liu Zuohu said in an interview after the meeting, "From a technical point of view, it does not mean that everyone can do the same thing with the same chip, deploying the model to the end side is a very core technology, and how to adapt and deploy algorithms with GPUs and NPUs is essentially differentiation." ”
The higher the requirements for data training and computing power costs of large AI models, the higher the requirements for mobile phone hardware and performance. In Liu Zuohu's view, this process requires close communication with platform manufacturers, and in the future, OPPO will not make its own chips, but will customize chips based on the chip team and platform vendors. In the next few years, the overall strategy will be to use product-driven technology to determine the training method of large models based on product requirements. At the same time, Liu Zuohu also said that companies that do not deploy large-scale mobile phones next year will lose their competitiveness in the market.
Returning to the market performance, OPPO is also facing a lot of pressure. According to Counterpoint Research**, in 2023, both Huawei and Xiaomi have slightly increased their market share in the global market for high-end smartphones (wholesale price of $600), while OPPO's share has remained unchangedAccording to other data, in the Chinese mobile phone market in Q4 2023, the number of activations of OPPO (including OnePlus and Realme) will be 10.44 million units, with a market share of 139%, down 151%, while Xiaomi, Huawei and Honor all showed year-on-year growth, in addition to Apple and Vivo also had varying degrees of share decline.
As for OPPO's folding screen mobile phone series, Liu Zuohu believes that up to now, the folding screen is still a niche market, and it takes time to cultivate, as for the sales volume, scale, including the market, it is the second place, and when the market accepts the product, the sales volume will naturally increase. On January 9, BCI released the brand share of China's folding screen mobile phone market in Q4 2023, and Huawei monopolized half of the market share, reaching 5123%, followed by Honor and Samsung, with a market share of 1554% and 1523%；OPPO ranks fourth with a market share of 1148%；Vivo and Xiaomi are 402% and 225%。
When the technology gradually matures, various mobile phone manufacturers will also make more efforts on the path of differentiation, and the clarion call for a new round of competition in 2024 has been sounded.