According to industry media reports, some sources say Honor will integrate Google's artificial intelligence (AI) functions into its upcoming smartphone to provide a generative AI experience.

In 2024, a number of new AI mobile phones are sprouting up. Therefore, this year is also widely regarded by the industry as the “first year” of AI phones. On May 16, the new FlymeaiOS system, Meizu officially released products such as the new FlyMeaiOS system and Meizu 21Note. In addition, OPPO, iQOO and other manufacturers will launch new moves on AI phones this month. With the advent of the AI and 5G era, the mobile phone industry's requirements for cooling materials and devices have increased dramatically. The reason is that the computing power of 5G chips is at least 5 times higher than 4G chips, the power consumption is about 2.5 times higher, and more powerful thermal conductive materials and heat transfer devices are required. IDC predicts that in 2024, global shipments of next-generation AI phones will reach 170 million units, accounting for about 15% of total smartphone shipments.

According to the Finance Federation's theme library, among the relevant listed companies:

Siquan New Materials mainly sells thermal management materials such as artificially synthesized graphite heat dissipation films and artificially synthesized graphite heat sinks, which are mainly used in consumer electronics applications such as smartphones, tablets, laptops, and smart wearables.

Products such as Samsung S24 series phones and Google Pixel8 series phones supplied by Furong Technology all have AI functions. The company has always been the main supplier to end customers such as Samsung and Google. In the future, as AI technology continues to be applied, the company will supply more and more products with AI functions.