Canalys released a review and outlook on AI smartphones one year after their launch. In 2024, benefiting from local manufacturers' significant advances in model optimization, open ecosystems, and privacy protection frameworks, the penetration rate of AI smartphones in the Chinese market is rapidly increasing. In the report "AI Smartphones: Now and Future," Canalys proposed a three-stage vision for monetizing edge AI products: the first stage "AI-as-a-Feature" has already begun to take shape in many consumer apps and scenarios. Looking ahead, transitioning to "AI-as-a-Service" will become a key opportunity, and leading manufacturers need to achieve differentiation through areas like AI Agents and strengthen user loyalty to lay the foundation for competition in the next stage.
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Canalys:中国头部手机厂商已在“AI即功能”阶段取得显著进展 正加速迈向“AI即服务”阶段
Canalys: Major smartphone manufacturers in China have made significant progress in the "AI-as-a-Feature" stage and are accelerating towards the "AI-as-a-Service" stage.
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