With the advancement of technology, the competition in the smartphone market has become more and more fierce. Tech giants such as Apple, Samsung, Huawei, and Xiaomi have launched new products with their own characteristics to compete for market share. In the development of smart phones, there is no shortage of disruptive innovations and changes. From the initial touch screen technology, to the later fingerprint recognition, facial recognition, and now to 5G technology and AI chips, every innovation has brought great convenience to our lives. The smartphone of the future will no longer be just a communication tool, but a comprehensive platform that integrates multiple functions. Mobile phones will be integrated with smart homes, wearable devices, VR AR and other fields to create a more intelligent and convenient life experience for users. At the same time, mobile phone manufacturers will also pay more attention to the construction of the ecological chain, and jointly create a more complete intelligent ecosystem through cooperation with other enterprises.
The rise of AI technology.
With the popularization of 5G technology, smartphones have officially entered the era of high speed. Compared with 4G, 5G has faster transmission speeds and lower latency, bringing users a smoother network experience. The emergence of AI chips has enabled smartphones to have more powerful computing power and learning capabilities. Through AI chips, mobile phones can more accurately identify users' needs and provide more personalized services. For example, through AI algorithms, mobile phones can improve the user's usage habits, so as to load applications in advance and improve usage efficiency.
On February 20, OPPO set off an AI revolution in the mobile phone industry. It not only announced the launch of AI super-twins on mobile phones, but also launched the AI Pro agent development platform to provide AI plug-ins for developers to jointly build an AI ecosystem. Up to now, almost all mainstream mobile phone manufacturers have formed their own AI roadmaps in 2024. Meizu has taken a different approach, stopping the development of traditional mobile phones and investing in the research and development of AI hardware. Traditional giants such as Samsung and Apple have also jumped into the AI race and launched a range of AI applications. The AI race of mobile phone manufacturers has entered the stage of plain warfare.
In the route of mobile phone manufacturers cutting into large models, OPPO and vivo are the most aggressive. They not only chase the scale of the large model dataset, but also prepare the large model of three orders of magnitude. In contrast, Xiaomi and Honor have chosen the strategy of saving the country with curves, focusing on the lightweight and localized deployment of large models. Although mobile phone manufacturers have launched AI applications, the current large model has not generated revenue for them, but has increased costs. End-side computing has higher requirements for mobile phone hardware, resulting in a significant increase in ASP. Cloud computing, on the other hand, brings huge computing costs.
A major breakthrough in battery technology.
Battery life is one of the most important indicators of a phone's performance. In recent years, major mobile phone manufacturers have made a lot of exploration and innovation in battery technology. From Qinghai Lake batteries to 6000mAh large-capacity batteries, to 120W or even 240W fast charging technology, every breakthrough has brought users a longer use time and a more convenient charging experience. However, the limitations of these technologies are becoming apparent. It is reported that the mobile phone market is expected to usher in a breakthrough in stacked battery technology in 2024. This technology will greatly improve battery density and life, and fundamentally solve the problem of mobile phone battery life.
The memory combination is speeding up again.
With the continuous enrichment and complexity of mobile applications, users have higher and higher requirements for mobile phone performance. As one of the important components of mobile phone performance, memory has also attracted widespread attention for its upgrading. At present, the mainstream memory combination in the market has been upgraded to LPDDR5X and UFS 40 level, which brings users faster application launch speed and file read and write speed. However, technological advancements never stop. It is reported that LPDDR5T has come out and achieved 96Gbps operating speed. This means that in the not-too-distant future, we can expect to see new models with faster memory combinations. At the same time, with the continuous advancement of technology and the increase in application demand, 24GB running memory will gradually become one of the mainstream configurations in the market.