Since the launch of Samsung's first AI phone, the Galaxy S24 series, it has shown great charm around the world, setting pre-order records in South Korea, the Netherlands, India and other countries. Based on good market feedback, Samsung recently raised its sales target for the Galaxy S24 to 13 million units in the first quarter of 2024, and expects to ship 35 million Galaxy 24 units for the full year of 2024.
It is understood that one of the key points why Samsung Galaxy S24 series mobile phones are sought after by consumers around the world is that they are equipped with powerful AI functions. Samsung's Galaxy S24 integrates the innovations of Samsung and top partners in the AI industry to provide a comprehensive local and cloud-based AI experience, integrating the infinite possibilities of AI functions into smartphones, thus completing the transformation of the phone's role from a tool to an intelligent life assistant. Based on the powerful creative capabilities of AI, the Samsung Galaxy S24 series can provide more power for work through native applications that are deeply integrated with Galaxy AI.
Not only Samsung, but also mainstream mobile phone manufacturers such as OPPO, Meizu, Xiaomi, and Huawei have announced that they will promote smartphone innovation around AI technology. For example, OPPO held an AI strategy conference to announce the establishment of an AI center, integrate global R&D resources, and gather the strength of the whole company to develop AI mobile phones. Meizu announced that it will stop the new traditional "smartphone" project and fully invest in the research and development of AI mobile phones; Xiaomi's newly launched Xiaomi 14 Ultra focuses on the mobile imaging AI model, and deeply explores the new possibilities of mobile phone imaging.
China Securities Construction Investment believes that the key layout of major mobile phone manufacturers on AI mobile phones shows that with the extension of the replacement cycle of the global mobile phone market, the mobile phone industry is showing a stock competition situation, and at the same time, mobile phone products simply rely on hardware upgrades and parameter competition, which can no longer meet the diversified and comprehensive use needs and experience of consumers, and the industry urgently needs to find a new direction of sustainable development, and AI technology is expected to accelerate the application of the mobile phone industry, and will have a far-reaching impact on the mobile phone industry.
IDC**, large model technology will promote mobile phones into the AI era, and it is expected that the global shipment of a new generation of AI mobile phones will reach 1700 million units, accounting for 15% of overall smartphone shipments. At the same time, the share of AI mobile phones in the Chinese market will also grow rapidly, reaching 1. by 2027500 million units, accounting for more than 50%.
According to the analysis, as AI mobile phones gradually occupy the mainstream of the market, key manufacturers in its industrial chain will also usher in huge development opportunities. At present, there are a number of listed companies in the field of AI mobile phone industry chain, including Changying Precision (300115SZ) is one of them.
According to Changying Precision in the interactive platform, the company is an important supplier of high-end PC products, AI has brought new opportunities to consumer electronics terminals, and the company has provided new intelligent terminal product components to the head AI companies. It is understood that Changying Precision is also an important component supplier of mainstream mobile phone manufacturers such as Samsung, OPPO and vivo.
In addition to Changying Precision, Lixin Micro (688601SH), Furong Technology (603327SH) and other companies are also long-term leading suppliers of AI-branded mobile phone parts.
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Original text**: Hebei Internet Radio and Television Station.