AI mobile phone concept
The so-called AI, in fact, refers to artificial intelligence, which attempts to simulate the whole process of human consciousness and thinking through computers, to put it bluntly, it is a mathematical model or computational model that simulates the neural structure and function of human beings, and calculates through a large number of artificial neuronal connections.
At present, the functions of AI (that is, neural networks) that can really be used in mobile phones are concentrated in the field of image recognition, and the optimization of various algorithms in photography newly added by major manufacturers is also due to the improvement of mobile phone image recognition capabilities.
AI mobile phones are a combination of chips, intelligent systems, and AI applications, all of which are indispensable. The AI algorithm can also correctly distinguish different voices, so that the other party can answer your ** clearly; In terms of voice function, mobile AI voice assistant can become a new human-computer interaction entrance; In terms of image recognition, AI face recognition, AI scanning, one-click shopping, etc. can be realized.
Trends
AI is redefining smartphones, and a new wave of replacement is coming.
At present, in the era of AI, the rapid rise of traditional terminal AI, the consumer electronics industry has also entered a new cycle of terminal innovation and development, and smart phones, as one of the three major parts of consumer electronics, have started a new chapter in the development of AI mobile phones. IDC believes that large-scale model technology will once again trigger the interactive revolution of terminals, and mobile phones will cross feature phones and smart phones to enter the era of AI mobile phones.
The development of AI mobile phones is similar to the logic of AI PCs, and they will face the reshaping of the entire industry chain. According to the "AI Mobile Phone***", the existing mobile phone industry chain ecology includes APP ecology, self-owned applications, operating systems and chips, while the ecological structure of the AI mobile phone industry chain is composed of hybrid computing power supply ecology, large model ecology, agent ecology, and native service component ecology. Under the new AI PC ecosystem, smart terminal manufacturers, as ecological organizers, will lead the prosperity of the new ecosystem from the perspective of user needs.
From the perspective of user experience, with the blessing of AI, the mobile phone industry has entered a new cycle of upgrading and iteration, and traditional smartphones will also evolve into personal assistants. **It is believed that AI mobile phones essentially change the efficiency of content production, and for users, the value of AI mobile phones lies in free interaction, intelligent and casual, exclusive companionship, safety and trustworthiness, and is a personalized assistant.
Key focus lists
1. Zowee Technology (SZ002369).
Now: 554, total market capitalization: 314.1 billion.
Main business: R&D, manufacturing and sales of network communications, consumer electronics, and intelligent terminal products.
Core competitiveness: breadth of technology accumulation and R&D advantages.
2. Everbright Tongchuang (SZ301387).
Now: 5290, total market capitalization: 402 billion.
Main business: consumer electronics protective and functional products.
Core competitiveness: high-quality and stable customer resource advantages.
3. Furi Electronics (SH600203).
Now: 619. Total market capitalization: 367.1 billion.
Main business: smart home appliances, LED optoelectronics and green energy environmental protection, domestic and foreign trade ** chain business.
Core competitiveness: comprehensive integrated service advantages.
4. Crystal Optoelectronics (SZ002273).
Now: 1183, total market capitalization: 1645.1 billion.
Main business: R&D, production and sales of related products in the fields of optical imaging, thin film optical panels, automotive electronics (AR+), reflective materials, etc.
Core competitiveness: comprehensive technical reserves and R&D innovation advantages.
5. Emdoor Information (SZ001314).
Now: 5225, total market capitalization: 741.9 billion.
Main business: engaged in the research and development, design, production and sales of electronic equipment such as laptops, tablets and other intelligent hardware.
Core competitiveness: comprehensive R&D and design capabilities.
The above content is for learning and exchange only, does not constitute investment advice, and is not used as the basis for investment decisions.
Hotspot Engine Program