With the rapid advancement of AI technology, AI Agents are becoming increasingly prevalent in the consumer market. At the Mobile World Congress (MWC), multiple manufacturers showcased the latest developments in AI-powered devices, including Huawei's voice assistant Celia (also known as Xiaoyi) and Honor's YOYO. According to Canalys, the global penetration rate of AI-powered smartphones is projected to reach 32% by 2025, making AI technology the new focus of competition in the smartphone industry.

The AI revolution is now extending beyond smartphones, driving a wave of cross-industry intelligence. At MWC, Lenovo introduced an AI PC concept, ZTE unveiled an all-scenario simplified site solution, and Huawei launched its AI-Centric Network Solution. In the automotive sector, XPeng's Turing chip outperforms its competitors, with over 20 car manufacturers integrating large AI models. In the home appliance industry, Midea and TCL are enhancing the intelligence of their devices.

Technological breakthroughs are fueling the implementation of AI-powered large models in devices. The advancement of chip computing power, breakthroughs in edge computing and federated learning, and improvements in model compression technology are accelerating the integration of AI at the system level. Honor has announced a ten-billion-dollar investment over five years to build an AI ecosystem, while Samsung's Galaxy S25 series features cross-app action.

Experts and consumers view DeepSeek's integration as a major transformation for the smartphone industry. In 2024, the market is expected to see healthy growth driven by high-end design and technological innovation, which will stimulate device upgrades and replacements. The widespread adoption of 5G is crucial for AI applications, and Chinese smartphone brands are actively developing large language models and introducing new AI functionalities.

The rise of AI assistants is reshaping the competitive landscape of the smartphone market. In the past, competition was centered on hardware and design, but AI has now taken center stage. Brands are adopting differentiated strategies to gain an edge. The smartphone industry is shifting from mere technological integration to ecosystem reconstruction. With DeepSeek redefining the AI ecosystem, major manufacturers are customizing and optimizing their solutions, delivering smarter and more interactive user experiences. Looking forward, AI assistants will become the core competency, transforming the industry from hardware-driven competition to an ecosystem-oriented battle.

Source: Lingnan on the Cloud

中国智能手机厂商开启AI竞争

随着AI技术的快速发展，AI Agent在C端市场逐渐普及。在世界移动通信大会（MWC）上，多家厂商展示AI终端技术新进展，如华为小艺助手、荣耀YOYO助理等。Canalys预测，2025年全球AI手机渗透率将增至32%，AI技术已成手机市场竞争新焦点。

当下，AI革命突破手机边界，跨行业智能化浪潮涌动。MWC上，联想展示AI PC概念机，中兴推出全场景设备，华为发布AI - Centric网络解决方案。汽车领域，小鹏图灵芯片算力超同行，20余家车企接入大模型；家电行业，美的、TCL提升设备智能性。

技术突破支撑终端AI化大模型落地，芯片算力跃升、边缘计算与联邦学习技术突破、模型压缩技术发展，推动设备端AI向系统级整合演进。荣耀宣布5年投入百亿美元构建AI生态，三星Galaxy S25系列展示跨应用执行功能。

从专家和消费者角度，DeepSeek接入是智能手机行业重大变革。2024年市场健康增长，高端设计、技术革新等推动换机与设备升级。5G技术普及对AI至关重要，中国手机品牌积极开发大语言模型，推出新AI功能。

AI助手普及重塑智能手机市场竞争格局，过去竞争集中在硬件、外观，如今AI成焦点，各品牌走差异化路线争优势。智能手机行业正从技术嫁接走向生态重构，DeepSeek接入重塑AI生态，各大厂商深度定制优化，带来更智能交互体验。未来，AI助手将成手机核心竞争力，推动行业从硬件竞争转向生态竞争。

文、图 | 记者 潘亮 实习生 潘红
翻译 | 杨钧雅
审校 | 王枥焓