Qualcomm CEO Cristiano Amon recently predicted that artificial intelligence smartphones (AI smartphones) will become accessible to every consumer worldwide within five years. He forecasts that almost everyone could possess an AI-based smartphone in the near future. Amon believes that the proliferation of AI smartphones will follow the mature trajectory of the transition from feature phones to smartphones, requiring a gradual enhancement and enrichment of application scenarios. He is convinced that with ongoing technological advancements, AI smartphones will lead market trends and become mainstream in the industry.

Recently, a report from Bain & Company warned that with the surge in demand for AI semiconductors and AI smartphones and laptops, the world may face the next chip shortage. It’s worth noting that the last large-scale semiconductor shortage occurred during the pandemic, when supply chains were disrupted and demand for electronic products soared due to everyone working from home. Now, tech giants are scrambling to purchase graphics processing units (GPUs), particularly those from Nvidia. These GPUs are the secret weapon for training large AI models.

This afternoon, at the Starry Meizu AI Ecosystem launch event, Meizu officially introduced its latest model of smartphone—the Lucky08AI, starting at 1599 Yuan. The design of the Meizu Lucky08 smartphone incorporates a brand new design philosophy unique to this series—Stellar Technology Aesthetics. The phone features an ultra-narrow 1.75mm flagship screen, front and rear 2.5D micro-arc design, and G3 perfect rounded corners, with a screen-to-body ratio of up to 93.55%.

With Apple launching the AI-enabled iPhone 16 series, the AI smartphone market enters a new phase. Both major global smartphone operating systems have introduced AI smartphone products, offering consumers more choices. A Canalys report forecasts that the rapid development of AI technology will propel the mobile communication industry into a new era. By the end of 2024, approximately 16% of newly shipped smartphones will feature AI capabilities. The AI smartphone market is expected to exceed 1 billion units in cumulative shipments by 2026, driven primarily by advancements in chip technology and growing consumer demand.

The Motorola X50 Ultra is set to meet domestic users by the end of this month. It features the Snapdragon 8 Gen 3 processor, offering powerful performance. The phone is equipped with a triple-camera setup, supporting 3x optical zoom to meet users' photography needs. Its design is more stylish, with the rear deco seamlessly integrated into the overall aesthetic, enhancing the feel in hand. The Motorola X50 Ultra places a strong emphasis on AI technology, collaborating with F1 technology partners, and is positioned as a premium product.

Samsung S24 series smartphone sales exceed 1 million units. AI smartphones are the trend of the future, with an estimated 40 million units expected to be shipped in 2024, increasing to 150 million by 2027. Multiple smartphone manufacturers are showcasing their determination in AI smartphones. AI technology is reshaping smartphones, but its short-term impact on performance is minimal.

2024 is hailed as the inaugural year of AI smartphones. Three major AI smartphone concept stocks have issued announcements warning of stock trading risks. Furong Technology provides aluminum middle frame structural components, Sixuan New Materials supplies thermal management materials, and Daoming Optics applies graphene heat dissipation films to products such as the OPPO Find N3 Flip foldable phone. Fund flow data from the Tiger List includes responses from Gongda Electric Sound, Tianjian Co., and Dalian Technology regarding AI smartphone-related business situations on their interaction platforms.

In 2024, it is expected that the number of smartphones equipped with edge AI computing capabilities will reach 60 million units. Compared to PCs, smartphones have the advantage of being early adopters in the application of AI algorithms. The most basic requirement for an AI smartphone is that the SoC includes dedicated units to accelerate AI tasks. Unlike other products, the large number of smartphone users is beneficial for the promotion of AI applications. The strong portability and diverse applications of smartphones are conducive to innovative applications of edge AI.

Generative AI smartphones will lead market trends, with Samsung taking the lead and Galaxy AI as a key product. Qualcomm is expected to dominate the chip market. The market share of generative AI smartphones is projected to reach 40%.

Samsung has been active in trademark registrations, confirming that the Galaxy S24 will be an AI smartphone. The company plans to focus its next generation flagship phone on artificial intelligence, introducing several AI features. It has applied for trademarks for names like AI Phone and AI Smartphone. AI will be a key term during the release of the Galaxy S24 series. Samsung also aims to secure trademarks for other products, including labels and names for AR glasses.

Samsung has been active in trademark registrations, confirming that the Galaxy S24 will be an AI smartphone. The company plans to focus its next-generation flagship phone on artificial intelligence, introducing multiple AI features. It has filed trademarks for names like AI Phone and AI Smartphone. AI will be a key phrase at the launch of the Galaxy S24 series. Samsung also aims to secure various other trademarks, including designs and names for AR glasses.