{"id":58708,"date":"2024-08-27T12:04:14","date_gmt":"2024-08-27T12:04:14","guid":{"rendered":"https:\/\/english.saigonbiz.com.vn\/2024\/08\/27\/moonfox-analysis-distribution-and-interaction-transformation-ai-smartphones-enter-a-new-era\/"},"modified":"2024-08-27T12:04:14","modified_gmt":"2024-08-27T12:04:14","slug":"moonfox-analysis-distribution-and-interaction-transformation-ai-smartphones-enter-a-new-era","status":"publish","type":"post","link":"https:\/\/english.saigonbiz.com\/vn\/moonfox-analysis-distribution-and-interaction-transformation-ai-smartphones-enter-a-new-era\/","title":{"rendered":"MoonFox Analysis | Distribution and Interaction Transformation: AI Smartphones Enter a New Era"},"content":{"rendered":"
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About us: Aurora Mobile (NASDAQ: JG) established in 2011, is a leading customer engagement and marketing technology service provider in China<\/span>. Its business includes notification services, marketing growth, development tools, and data products. As its sub-brand, MoonFox Data is a leading expert in data insights and analysis services across all scenarios, aiming to help companies gain market insights and empower precise decision-making.<\/p>\n

SHENZHEN, China<\/span><\/span>, Aug. 27, 2024<\/span><\/span> \/PRNewswire\/ —<\/p>\n

Introduction<\/u><\/b><\/p>\n

Since the second half of 2024, the focus in the generative AI industry has noticeably shifted from technology and models to applications and services. A range of usable AI applications in niche fields has entered the market. Beyond application-level directions like search and education, service-level directions such as AI robots and AI smartphones have also emerged as promising development areas. In this context, the pace of development for AI smartphones has significantly accelerated recently, with AI features becoming key selling points for mainstream smartphones. Based on our observations of the AI phone industry layout, AI smartphones are expected to offer users different effects and values compared to various AI applications. Then, how will AI integrate with smartphones? And what are current user evaluations? This article focuses on the AI phone sector, revealing the latest changes and potential value of the industry from key perspectives such as industry competition, typical enterprises, empowerment value, and market evaluation.<\/p>\n

I. \u00a0\u00a0 Industry Competition: “AI+” Becomes a New Appeal for Smartphones, with Accelerated Industry Upgrades <\/b><\/p>\n

The smartphone industry may be entering a new replacement cycle, accelerating its recovery. Although the smartphone industry is currently in a mature development and replacement stage, policies promoting device upgrades and high-quality product designs (such as foldable screens) from domestic manufacturers continue to drive user replacements. According to data from the China Academy of Information and Communications Technology (CAICT), in 2023, Chinese smartphone shipments totaled 289 million units, increased by 6.5% YoY. Entering 2024, the smartphone industry has continued to perform well, with shipments of 147 million units in the first half of 2024, marking a 13.2% YoY increase (according to the data from CAICT), indicating an accelerated recovery trend.<\/p>\n

“AI+” has become a core selling point for mainstream smartphones, resonating with the industry’s recovery drivers. Currently, the generative AI industry is accelerating its development towards mobile devices such as smartphones. Due to smartphones’ close connection with users and their strong entry-point characteristics, they have attracted significant attention in the AI field. With reduced costs and improved capabilities of cloud-based large models, as well as ongoing development of edge models and small models, the effective deployment of AI smartphones has become feasible. Data shows that leading domestic smartphone brands and companies like SAMSUNG and China Telecom have all entered the AI phone market. System-level AI assistants have become the main application scenarios, with ongoing penetration at the user end. According to MoonFox Data, VIVO’s AI assistant “Blue V” has close to 200,000 monthly active users, while HONOR’s AI assistant “YOYO” has nearly 900,000 monthly active users. AI capabilities are becoming an appealing selling point that users find compelling, and they are expected to drive a new emotional experience for the smartphone market.<\/p>\n

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The AI phone market continues to see widespread implementation of AI capabilities, with major Chinese smartphone
manufacturers now positioning AI as a key selling point. <\/span><\/p>\n<\/td>\n<\/tr>\n

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Brand <\/span><\/p>\n<\/td>\n

\n

AI Assistant <\/span><\/p>\n<\/td>\n

\n

AI Large Model <\/span><\/p>\n<\/td>\n

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Supported Phone Models <\/span><\/p>\n<\/td>\n<\/tr>\n

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OPPO <\/span><\/p>\n<\/td>\n

\n

Breeno <\/span><\/p>\n<\/td>\n

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AndesGPT <\/span><\/p>\n<\/td>\n

\n

Find7 Series, Find N3 Series, <\/span><\/p>\n

Reno12 Series, OnePlus 12 Series, etc. <\/span><\/p>\n<\/td>\n<\/tr>\n

\n

VIVO <\/span><\/p>\n<\/td>\n

\n

Blue V <\/span><\/p>\n<\/td>\n

\n

Blue LM <\/span><\/p>\n<\/td>\n

\n

X100 Series, X Fold3, <\/span><\/p>\n

X80 Series, S17 Series, etc. <\/span><\/p>\n<\/td>\n<\/tr>\n

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HUAWEI <\/span><\/p>\n<\/td>\n

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Celia <\/span><\/p>\n<\/td>\n

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PanguLM <\/span><\/p>\n<\/td>\n

\n

Mate60 Series, Nova Series, etc. <\/span><\/p>\n<\/td>\n<\/tr>\n

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HONOR <\/span><\/p>\n<\/td>\n

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YOYO <\/span><\/p>\n<\/td>\n

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Magic Large Model <\/span><\/p>\n<\/td>\n

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HONOR Magic6 Series, HONOR 90 Series,
HONOR Magic V2 Series, etc. <\/span><\/p>\n<\/td>\n<\/tr>\n

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XIAOMI <\/span><\/p>\n<\/td>\n

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Xiaoai <\/span><\/p>\n<\/td>\n

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XIAOMI Large Model <\/span><\/p>\n<\/td>\n

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Xiaomi 14 Series <\/span><\/p>\n<\/td>\n<\/tr>\n

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China Telecom <\/span><\/p>\n<\/td>\n

\n

Xingchen AI <\/span><\/p>\n<\/td>\n

\n

Xingchen AI Large
Model <\/span><\/p>\n<\/td>\n

\n

MVMOM 30 <\/span><\/p>\n<\/td>\n<\/tr>\n

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SAMSUNG <\/span><\/p>\n<\/td>\n

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Galaxy AI <\/span><\/p>\n<\/td>\n

\n

ERNIE Bot, Doubao
Large Model <\/span><\/p>\n<\/td>\n

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Galaxy S24 Series, etc. <\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div>\n

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Data Source: Public information, compiled by MoonFox Research Institute Data Cycle: August 2024<\/p>\n

<\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div>\n

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The usage rate of AI assistant applications from mainstream smartphone brands has been steadily increasing, and these AI
phone assistants have begun to gain visibility among users <\/span><\/p>\n<\/td>\n<\/tr>\n

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Brand <\/span><\/p>\n<\/td>\n

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MAU of VIVO AI Assistant “Blue V” (Unit:
10K) <\/span><\/p>\n<\/td>\n

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MAU of HONOR AI Assistant “YOYO” (Unit:
10K) <\/span><\/p>\n<\/td>\n<\/tr>\n

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2023.12<\/span><\/p>\n<\/td>\n

\n

0.8<\/span><\/p>\n<\/td>\n

\n

32.0<\/span><\/p>\n<\/td>\n<\/tr>\n

\n

2024.01<\/span><\/p>\n<\/td>\n

\n

3.9<\/span><\/p>\n<\/td>\n

\n

28.3<\/span><\/p>\n<\/td>\n<\/tr>\n

\n

2024.02<\/span><\/p>\n<\/td>\n

\n

5.5<\/span><\/p>\n<\/td>\n

\n

22.5<\/span><\/p>\n<\/td>\n<\/tr>\n

\n

2024.03<\/span><\/p>\n<\/td>\n

\n

6.9<\/span><\/p>\n<\/td>\n

\n

28.2<\/span><\/p>\n<\/td>\n<\/tr>\n

\n

2024.04<\/span><\/p>\n<\/td>\n

\n

9.2<\/span><\/p>\n<\/td>\n

\n

41.6<\/span><\/p>\n<\/td>\n<\/tr>\n

\n

2024.05<\/span><\/p>\n<\/td>\n

\n

13.6<\/span><\/p>\n<\/td>\n

\n

44.5<\/span><\/p>\n<\/td>\n<\/tr>\n

\n

2024.06<\/span><\/p>\n<\/td>\n

\n

18.8<\/span><\/p>\n<\/td>\n

\n

85.5<\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div>\n

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Data Source: MoonFox iApp; Data Cycle: December 2023 – June 2024<\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/div>\n

II. Value Generated by the Industry: With the Empowerment of AI Smartphones, Information Distribution and Interactive Actions May Undergo a Transformation <\/b><\/p>\n

The transformation of smartphones under the empowerment of generative AI extends far beyond just enhancing interaction experience. Currently, the new value that generative AI brings to smartphones is already beginning to emerge. Firstly, in terms of interaction experience, the previous generation of smartphone interaction primarily relied on touch-based clicks, requiring users to perform each step manually. However, with the integration of technologies such as generative AI Agent, automated interaction becomes possible. Interaction actions and paths can be restructured, potentially allowing a single device to offer a multifaceted experience interaction model. On the other hand, we believe that AI smartphones offer more than just an interaction revolution – they significantly enhance overall user efficiency. We can analyze the efficiency boundaries of different generations of smartphones from two dimensions: information distribution and operational efficiency.<\/p>\n