With the rapid development of artificial intelligence technology, AI phones have become the new favorite of the smartphone industry. Global technology giants have accelerated the layout of the AI cell phone market, signaling the imminent arrival of a new round of replacement.AI cell phones not only bring consumers a more intelligent experience, but also bring unprecedented growth opportunities for supply chain companies.The core advantage of AI cell phones lies in their powerful local training and reasoning capabilities, which not only improves the security of user data, but also instantly understands and meets the user's complex needs. Through graphic multimodal capabilities and full-domain knowledge, AI phones are able to provide a more proactive, intelligent and personalized service experience. This intelligent upgrade has led to AI phones being regarded as safe and trustworthy personalized assistants, heralding the arrival of the intelligent era.
According to the latest industry analysis report, global shipments of new-generation AI phones are expected to reach 170 million units in 2024. Especially in the Chinese market, AI phone shipments are expected to show strong growth, with domestic shipments expected to reach 0.4 billion units in 2024 and further grow to 150 million units by 2027. Flagship models will be an important growth driver in the early stages of AI phone development, driving upgrades and innovation across the industry.
The popularity of AI phones has had a profound impact on the supply chain. First, the requirements of AI phones for hardware specifications have accelerated the upgrading of hardware. the demand for core components such as CPUs, NPUs, ISPs, etc. has risen in volume and price, which has driven the semiconductor industry's rapid development. Meanwhile, with the increase in size and accuracy of AI models, the demand for memory and storage is also rapidly emerging, bringing new growth points for memory suppliers.
In addition, AI phones have higher requirements for wireless communication technologies, driving the rapid adoption of advanced communication technologies such as Wi-Fi 7. Demand for heat dissipation and electromagnetic shielding solutions has risen significantly, creating new market opportunities for related material and component suppliers. Meanwhile, AI phones have higher requirements for battery life and power management, driving the development of battery and related power management chips. Despite the broad prospects of the AI cell phone market, there are some potential risks. For example, the market penetration of AI cell phones may not be as fast as expected, and the uncertainty of trade friction between China and the U.S. may also have an impact on the supply chain. However, overall, AI phones are gaining momentum, bringing new growth drivers and opportunities for supply chain companies.
In short, AI phones are becoming an important force driving change in the smartphone industry. the development of AI phones has not only driven the recovery of the smartphone market, but also brought new growth drivers for supply chain companies. With the continuous progress of technology and the continuous expansion of the market, AI phones and their supply chain enterprises will usher in a brighter future.
