Technology China Year Nvidia's performance soared directly to its market value, with a single-day surge of $277 billion, directly pushing its founder Jensen Huang to the threshold of the world's top 20 personal wealth. And these are all thanks to the rapid development of AIGC and the huge demand for high-performance chips. NVIDIA is one of the world's leading manufacturers that can provide high-performance chips.
Moreover, the rapid popularization of AGI has expanded to more fields, including PCs, mobile phones, and automobiles, which have shouted out the concept of the first year of AI. We see that AIPC has begun to move, and AI mobile phones have also launched several new products, and some mobile phone manufacturers have made it clear that they will fully transform into AI mobile phones from this year.
The release of new mobile phones is undoubtedly consciously or unconsciously emphasizing their AI attributes and application capabilities, which is also considered to be a breakthrough direction in the current state of sluggish mobile phone sales, because users can use AI mobile phones to provide some functions that were previously unachievable, or previously difficult to achieve, including computing power.
This is considered to be the focus of competition in the current mobile phone market, that is, whether the level of mobile phone application AI capability is strong or not, the era of the previous main material accumulation has passed, not that you can pile up relatively strong hardware materials, whether there is enough computing power to support, whether you have your own unique AI application ability may be the key to attracting consumers.
It can be expected that after the mobile phone industry enters 2024, AI will be inevitable, and whether the AI capability presented by mobile phones is strong will also become a key measurement indicator for user choice.
Yesterday, both Huawei and Xiaomi held the latest launch conference of mobile phones, Huawei launched the small folding phone Pocket2, and Xiaomi launched the Xiaomi 14 Ultra. It's a pity that these two mobile phones still continue to attract users in the previous style, but you must know that the focus of users' choices has changed, and whether relying solely on appearance and image capabilities can attract more users to buy, it will undoubtedly make people put a big question mark.
For Huawei, the new generation of vertical small folding screen mobile phone Pocket 2 is not the main model of Huawei's folding screen, although Yu Chengdong said, "Huawei's folding screen market shipments rank first, with a market share of 51."2%, Huawei's folding screen has ranked first in market share for four consecutive years. "But small folding is also considered to be a narrow market that is not easy to make money,OPPO、vivo has terminated the plan to continue to launch a small folding screen in 2024,It is because it does not make money,On the **, the user is dissatisfied and unwilling to be the big one,It is difficult to reduce the cost if it is set low,It has become a chicken rib product that loses money and makes money,So I directly chose to give up。
Although Huawei's small folding mobile phone is expensive, it can withstand the cost problem, but the user's choice is the key, if the user cares more about the **, then the sales are difficult to be satisfactory, which is worthy of our long-term attention. The future sales of Pocket2 may be the most basic reference data to measure the demand of the small folding screen mobile phone market. At present, Samsung and Huawei are still working the small folding screen.
Yu Chengdong said that Huawei has introduced triple optical zoom for the first time on a small folding phone, integrating the industry's first hyperspectral AI fusion perception algorithm, and adopting the industry's first ultra-cold three-dimensional cooling system. At the same time, he revealed that the Hongmeng system version will usher in a major upgrade again this fall, bringing a new native application, which will drive the terminal to usher in a substantial iteration. In fact, whether there can be a big breakthrough in AI applications is the key to the user's possible choice, but the appearance and conventional applications are no longer the key to attracting users.
Huawei's main focus this time is to be equipped with super Lingxi communication, and the first sunflower electromagnetic field superposition technology has been launched through innovative reconstruction of the antenna layout. The first one supports two-way Beidou satellite messaging, the external screen is always displayed, and it is equipped with Hongmeng 40 small folds. It can be said that two-way Beidou satellite messaging is the most important application to attract users.
And for Xiaomi, what is the latest Xiaomi 14 Ultra about? In addition to inviting the endorsement of the national teacher, it seems that it still continues the old way, that is, in terms of images, I hope to arouse the needs of users. It's just that the user's current mobile phone shooting ability is not weak, and the future demand may also be whether there are more application capabilities in AI, such as the calculation of shooting, and the foolish AI ability in the later stage, such as simply removing redundant scenes and so on.
Xiaomi 14 Ultra focuses on images, equipped with Leica quad cameras, and introduces master portraits, which can be said to be making a fuss about images. In the introduction, Xiaomi focuses on the change of image capabilities, in fact, it is also the change of the lens, the change of focal length, and also upgrades the Xiaomi AISP, increasing the construction of the algorithm system. The platform provides 150 consecutive shots for the Xiaomi Mi 14 Ultra's "Portrait Mode" with the blessing of a large AI model. In terms of the application of large models, it is the place that needs to be continuously expanded in the future. Perhaps in order to prove its strength, Xiaomi also announced that Zhang Yimou became the chief consultant of Xiaomi Imaging. It's just that the national teacher's ability to understand the emerging gadget of mobile phones can become the vane of user choice?
As we all know, 2024 will be the era of AI, after OpenAI launched SORA, the market has begun to enter a new stage of exploration of the comprehensive application of AGI technology, AI mobile phones, AI PCs, AI home appliances, AI cars, and even AI audio, AI images, etc. are all areas that need to be redefined and newly developed, and how to launch products that meet market demand is the key. What we can expect is that in 2024, the application and technical capability breakthrough of AI mobile phones will become the most direct killer feature that can awaken users' purchase impulse.