生成式 AI 手机产业 白皮书

本白皮书由Counterpoint与联发科技共同发布,其他联合发布者包括阿里云通义千问、百川大模型、虎牙、酷狗、零一万物、OPPO、Soul、腾讯AI Lab、腾讯混元、vivo(按公司名拼音首字母顺序排列)

PDF | 33 pages
Published date: May 7, 2024


• 支持大模型的本地部署,或是通过云端协同的方式执行复杂的生成式AI任务。生成式AI手机本身具备强大的AI算力,无须完全依赖云端服务器。

• 具备多模态能力,即可以处理文本、图像、语音等多种形式的内容输入,以生成各种形式的输出,典型用例如翻译、图像生成和视频生成等。

• 确保流畅、无缝的用户体验,设备能够以自然而直观的交互方式,快速响应用户的请求。

• 拥有实现上述特征的硬件规格,包括但不限于基于领先工艺和先进架构设计的移动计算平台,拥有集成或者独立的神经网络运算单元(如APU/NPU/TPU),大容量和高带宽的内存,以及稳定和高速的连接,硬件级和系统级的安全防御。


来源:Counterpoint Research


全球生成式AI手机总规模预测 (单位: 百万台)

来源:Counterpoint Research

• 前言
• 第一章:智能手机开启生成式AI手机时代

  • ◦ 手机的智能化演进
  • ◦ Counterpoint对生成式AI手机的定义
  • ◦ 端云结合将是生成式AI部署的主流模式
  • ◦ 多模态是实现AI智能体愿景的关键
  • ◦ 端侧部署AI大模型的优势

• 第二章:生成式AI手机生态系统

  • ◦ LLM现状以及预测
    • ◘ 阿里云通义大模型
    • ◘ 百川大模型
    • ◘ 零一万物Yi模型
    • ◘ 腾讯混元
  • ◦ 未来两年端侧大模型参数规模将继续增长
  • ◦ APP为基础的用户界面与AI智能体将会在未来几年内共存
  • ◦ 芯片设计公司的生成式AI战略
  • ◦ 手机OEM厂商的生成式AI战略
    • ◘ OPPO生成式AI战略
    • ◘ vivo生成式AI战略
  • ◦ 开发者生成式AI战略
    • ◘ 虎牙
    • ◘ 酷狗
    • ◘ Soul
    • ◘ 腾讯AI Lab

• 第三章:生成式AI手机的软硬件科技全景

  • ◦ 端侧部署AI大模型的硬件要求
  • ◦ 软件生态的需求
  • ◦ 目前可支持端侧AI大模型手机的SoC平台

• 第四章:生成式AI手机预测

• 结论



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