A few days ago, OPPO announced the new achievements of AI mobile phones, announcing that it will officially enter the era of AI mobile phones. Mainstream hardware manufacturers such as Meizu, Xiaomi, and Lenovo Group are also continuing to implement the "All in AI" plan. According to the data, by the end of 2024, shipments of PCs and smartphones with built-in generative AI will grow to 300 million units. What are the AI consumer electronics layouts of listed companies?
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OPPO officially announced a new AI strategy
On February 20, OPPO held an AI strategy conference, announcing that it would officially enter the era of AI mobile phones and announce new achievements in AI mobile phones. At the press conference, OPPO officially released the "1+N" agent ecological strategy, which consists of AI super agents and AI Pro development platform.
OPPO said that in the 1+N agent ecological strategy, "1" represents AI super agent, which can provide users with knowledge capabilities, accurately understand user intentions, and give accurate results based on huge knowledge graphs, document data, and search engines. The superagent also has memory capabilities that are not supported by traditional smartphones, and can provide services and feedback that meet individual needs based on the user's long-term memory and the current real-time interactive context. At the same time, the superagent can make full use of a variety of other tools.
"N" stands for a new agent ecosystem based on the OPPO AI Pro agent development platform. Through the AI Pro agent development platform, ordinary users can quickly generate personalized AI agents exclusive to users through zero-** natural language interaction without mastering professional programming skills. This not only improves user participation and experience, but also makes the development of AI agents more universal, realizing the ecological picture of AI agents where "everyone is a developer".
Liu Zuohu, chief product officer of OPPO, said that AI mobile phones will be the third major stage of change in the mobile phone industry after feature phones and smart phones. In the era of AI mobile phones, the mobile phone industry and user experience will usher in revolutionary changes. OPPO is committed to becoming a contributor and popularizer of AI mobile phones, and looks forward to working with industry partners to promote the innovation of the mobile phone industry and reshape the smart experience of mobile phones.
Consumer electronics are embracing change, and shipments are expected to reach nearly 300 million units in 2024
Since the start of the wave of large models in 2023, a number of consumer electronics hardware companies such as mobile phones and computers have intensively entered the market to tap the huge market potential of AI and hardware integration.
In August 2023, Huawei announced that its mobile phone system will be connected to the Pangu model, and released the Huawei Mate60 series of mobile phones with built-in AI models. After the launch of the Honor Magic 6 mobile phone equipped with a self-developed AI model with a scale of 7 billion parameters, on February 19, 2024, Honor officially announced that it will officially release its first AI PC (artificial intelligence personal computer) product, the Honor MagicBook Pro 16, at the upcoming MWC2024 conference.
Xiaomi has also announced that Xiaomi will fully embrace the AI large model, and said that the large model on the mobile phone side has been preliminarily run through, and Xiao Ai has also upgraded the AI large model and opened the invitation test.
On February 18, Shen Ziyu, chairman and CEO of Meizu, announced a strategic adjustment - it will be all in AI, stop the new project of traditional "smart phones", and fully invest in "tomorrow's devices" AI for new generations.
Lenovo Group also recently said that Lenovo is fully accelerating the transformation of AI, driven by AI technology, intelligent terminals will be embedded with personal agents, personal large models, local knowledge bases, and application interfaces to form a next-generation AI OS, so that personal agents can shuttle across devices to solve and achieve user requests, and accelerate the realization of more intelligent AI services. Lenovo has taken the lead in releasing a number of AI PC products to upgrade its PC business.
According to Gartner**, global shipments of personal computers with built-in AI (AI PCs) and smartphones with built-in generative AI (GenAI) are expected to increase from 29 million units in 2023 to 29.5 billion units. In 2024, total PC shipments will reach 250.4 billion units, an increase of 35%；Global smartphone shipments are expected to grow by 4 percent year-over-year2% to 1.2 billion units.
The layout of AI consumer electronics of listed companies
In terms of A-share listed companies, they are also actively deploying AI consumption.
Weir shares (603501SH) is a semiconductor design company with a fabless business model, and has entered the ** chain of mobile phone manufacturers such as Xiaomi and vivo.
It is reported that Weir has launched the OV02E image sensor, a 1080p Full High Definition (FHD) image sensor with staggered high dynamic range (HDR) suitable for devices with thin bezel designs, including mainstream and high-end laptops, tablets and IoT devices. This feature-rich 1 7The 3-inch sensor, which works in conjunction with an artificial intelligence (AI) chip to sense the presence of the user in ultra-low-power always-on mode, thereby extending the battery life of portable devices, is expected to go into mass production in the fourth quarter of 2023.
Montage Technology Co., Ltd. (688008.)SH) is an integrated circuit design company, mainly engaged in data processing and interconnection chip design, committed to providing high-performance, low-power chip solutions for the field of cloud computing and artificial intelligence.
At present, the company has two major product lines, the interconnection chip product line and the Jindai server platform product line. Among them, interconnection chip products mainly include memory interface chips, memory module supporting chips, PCIe Retimer chips, MXC chips, CKD chips, etc.; Jintide server platform products include Jintide CPUs and Hybrid Secure Memory Modules (HSDIMMs). At the same time, the company is developing AI chips based on "near-memory computing architecture".
The company's first-generation AI chip solution is composed of AI chips and other related hardware and corresponding adaptation software, and adopts a near-memory computing architecture, which is mainly used to solve the CPU bandwidth, performance bottlenecks and GPU memory capacity bottlenecks in AI computing inference application scenarios under big data throughput, and can provide low-latency and high-efficiency AI computing solutions.
In 2023, the company will carry out the relevant testing and verification of the first-generation AI chip engineering samples, and carry out business adaptation on relevant application platforms. At the same time, according to the development trend and technological evolution of the AI industry, the company actively promotes the pre-research of the next generation of AI chips.
Lixun Precision (002475.)SZ) is deeply engaged in the field of 3C, mainly serving consumer electronics, communications and data centers, automotive electronics and medical, etc., and is the only equipment supplier for wireless charging module testing of Apple's terminal products, with major customers including Apple, Amazon, Meta, Google, etc.
The company's AI consumer electronics layout penetrates multiple scenarios, mainly used in laptops, tablets, smartphones, smart displays and other products.
In the first half of 2023, Luxshare Precision achieved revenue of 828 in the field of consumer electronics5.6 billion yuan, a year-on-year increase of 1846%；For the whole year of 2023, the company expects to achieve a cumulative net profit attributable to the parent company of 1076.7 billion - 1122.5 billion yuan, a year-on-year increase of 175%-22.5%。
Among the A-share listed companies, it also includes Lingyi Zhizao (0026200.).SZ), Goertek (002241SZ), GigaDevice (603986SH) and other companies in the field of AI consumer electronics.