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Generative AI Phone Industry Whitepaper

Generative AI Phone Industry Whitepaper

Jointly released by Counterpoint Research and MediaTek along with other partners, including 01.AI, Alibaba Cloud Tongyi Qianwen, Baichuan-AI, Huya, Kugou, OPPO, Soul, Tencent AI Lab, Tencent Hunyuan and vivo (in alphabetical order).

PDF | 33 pages
Published date: May 7, 2024

The integration of generative AI technology is undoubtedly the main theme of the current and future development of the smartphone industry. It will open a new chapter in the evolution of smartphone intelligence and inject new momentum into the continued prosperity of the mobile internet ecosystem. In this context, Counterpoint and MediaTek, together with industry partners, have released the Generative AI Phone Industry Whitepaper which proposes the concept of generative AI phones and defines the necessary features of such devices.

• On-device or hybrid processing of foundational models: This enables the smartphone to perform complex generative AI tasks without relying solely on cloud-based servers.

• Multimodal capabilities: This allows the device to process text, images, voice and other forms of input to generate a variety of outputs, with use cases such as translations, image generation and video generation.

• A user experience that is fluid and seamless: This enables the device to provide natural interactions and intuitive responses to the user's inputs and requests. 

• Hardware specifications that are capable of supporting the above capabilities: These include but are not limited to a processor built on the latest process node designed to undertake AI workload leveraging integrated or standalone neural network processing units (such as APU/NPU/TPU), large memory capacity with high bandwidth, stable and high-speed connectivity options, and hardware-level and software-level security solutions.

Counterpoint’s Definition of Generative AI Phone

Source: Counterpoint Research

The whitepaper also delves into the ecosystem of generative AI phones, discussing the AI strategies of various stakeholders, including chip vendors, smartphone OEMs, large AI model providers, and application developers, as well as the technology landscape of both hardware and software for generative AI phones. It also presents Counterpoint's predictions on the development of generative AI phones. Counterpoint expects the installed base of generative AI phones to exceed 1 billion by 2027 as generative AI technology achieves widespread adoption. This rapid increase is the result of powerful mobile computing platforms, a rich array of AI models of varying sizes, a complete set of supporting tools, and the active exploration and ever-increasing applications of AI by various industry stakeholders.

Generative AI Phone Installed Base Forecast (In Million Units)

Source: Counterpoint Research
  • • Preface
    • Chapter 1: The Onset of New Generative AI Phone Era

    • ◦ The History of Handset Smartization
    • ◦ Counterpoint’s Definition of Generative AI Phones
    • ◦ Device+Cloud Hybrid To be Mainstream in Deploying Generative AI
    • ◦ Multi-modal Capacity Key to Realize Vision of AI Agents
    • ◦ The Advantages of On-device Large AI Models

    • Chapter Two: Generative AI Phone Ecosystem

    • ◦ Current Status of LLM and Forecast
      • ◘ AI Yi Model Series
      • ◘ Tongyi Qianwen by Alibaba Cloud
      • ◘ Baichuan AI
      • ◘ Tecent Hunyuan
    • ◦ Large AI Model Size Projected to Grow in Next Two Years
    • ◦ App-based UI and AI Agent UI Coexist for Years
    • ◦ Generative AI Strategies of Chip Vendors
    • ◦ Generative AI Strategies of Smartphone OEMs
      • ◘ OPPO’s Generative AI Strategy
      • ◘ vivo’s Generative AI Strategy
    • ◦ Generative AI Strategies of Developers
      • ◘ Huya
      • ◘ Kugou
      • ◘ Soul
      • ◘ Tencent AI Lab

    • Chapter Three: Hardware and Software Technology Landscape of Generative AI Phones

    • ◦ Hardware Requirements for Deploying Large AI Models
    • ◦ Demand for Software Ecosystem
    • ◦ Current Smartphone SoC Platforms Support AI on Device

    • Chapter Four: Generative AI Phone Forecast

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

生成式 AI 手机产业 白皮书

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

与生成式AI技术的融合无疑是当下与未来智能手机产业发展的主旋律,它将开启智能手机智能化演进的新篇章,并为移动互联网生态的持续繁荣注入新动能。在此背景下,Counterpoint、联发科技携手行业伙伴发布了《生成式AI手机产业白皮书》,白皮书中提出了生成式AI手机的概念,定义了生成式AI手机的必要特征:

• 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。

Counterpoint生成式AI手机定义

来源:Counterpoint Research

白皮书中还深入探讨了生成式AI手机生态中各个玩家,包括芯片厂商、手机厂商、大模型厂商、开发者的AI战略,以及生成式AI手机的软硬件科技前景,并给出了Counterpoint对生成式AI手机发展的预测。受益于强大的移动计算平台,丰富的不同体量的模型矩阵,完整的配套工具链,以及产业各方积极的应用探索,生成式AI手机将在未来几年保持高速成长,生成式AI手机的存量规模将在2027年突破10亿大关,帮助实现生成式AI技术的普惠。

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

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

Whitepaper: Telephoto Lens Takes Mass Market Mobile Photography to a New Level

Telephoto Lens Takes Mass Market Mobile Photography to a New Level

WHITEPAPER

PDF | 11 pages
Published date: January 2024

In the ever-evolving landscape of mobile photography, telephoto lens, with the remarkable capability of producing subject-focused and great-looking portrait and landscape images, has come to the foreground of upgrading smartphone camera performance. Accordingly, the demand for smartphones featuring a telephoto camera has increased over the years in both China and global markets. In 2022, more than 200 million tele-camera smartphones were sold.
The adoption of telephoto lens has accelerated in 2023. Leading tech OEMs like OPPO aggressively brought the technology, which was earlier available exclusively on premium smartphones, to mass-market models. In China alone, the accumulated sales of sub-$400 tele-camera smartphones had exceeded 5 million by the end of September.
This report describes the popularization of telephoto lenses and indicates the significance of telephoto lenses in modern camera smartphones.

Introduction      

Section 1: Telephoto Lens Crucial in Mobile Photography Enhancement  

“The integration of telephoto lens has been a crucial puzzle piece in stepping up the mobile photography experience.”               

“More smartphones are equipped with a telephoto lens in both China and the global market.”     

Section 2: Accelerating Mass-market Uptake of Telephoto Lens    

“Chinese OEMs have adopted telephoto lens in their mid-end product lines, such as the OPPO Reno family. The telephoto lens popularization in the mass market is accelerating.”              

“The integration of telephoto lens and AI-based algorithms greatly improves the quality of portrait shots.”             

Conclusion         

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

Whitepaper: 白皮书:智能手机民主化是未来行业增长的关键

白皮书:智能手机民主化是未来行业增长的关键

WHITEPAPER

PDF | 16 pages
Published date: November 2023

尽管近期全球智能手机市场正经历动荡,但我们有充分的理由对未来保持乐观。新兴市场的增长依然强劲,移动技术正在将全球越来越多的人连接起来,OEM之间的激烈竞争正在将智能手机创新推向新的高度,影响新的用户群体。

 

这种竞争还在行业中创造了一个新细分市场;即非旗舰价格的旗舰设备。这不仅帮助更多OEM规模扩张至全球范围,而且还推动了智能手机的普及化,从而将激动人心的创新带到全球每一个地区。

这份白皮书总结了全球智能手机行业的关键参与者和整体市场趋势,并聚焦于realme如何致力于为客户提供卓越体验的发展历程。

引言

1. 智能手机演变:2018年至今

1.1 挑战依然存在,但新兴市场增长依然强劲

2. 关键趋势

2.1 行业整合
2.2 中国品牌推动竞争和创新

3. realme对行业的影响 

3.1 realme加入“2亿俱乐部” 
3.2 智能手机民主化推动全球扩张 

4. 展望未来 

4.1 前景 
4.2 结论 

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

Whitepaper: Smartphone Democratisation: Key To Future Industry Growth

Smartphone Democratisation: Key To Future Industry Growth

WHITEPAPER

PDF | 16 pages
Published date: November 2023

Despite recent turmoil in the smartphone industry, there are plenty of reasons to remain optimistic about the future. Emerging market growth remains strong, mobile technology is connecting more and more people around the world, and fierce competition amongst OEMs is pushing smartphone innovation to new heights and to new demographics.

This competition has also created a new segment in the industry; that of flagship-like devices for non-flagship prices. This is not only helping more OEMs reach global scale, but is also driving the democratisation of the smartphone, and by doing so, bringing exciting innovations to every region around the globe.

This Whitepaper summarized the key players and trends, and focuses on realme’s journey to deliver great experiences to it’s customers.

Introduction

1. Smartphone evolution: 2018 to today

1.1 Challenges remain, but emerging market growth remains strong

2. Key Trends

2.1 Industry consolidation
2.2 Chinese brands driving competition and innovation

3. realme’s industry impact

3.1 realme joins the “200 million Club”
3.2 Smartphone democratisation driving global expansion

4. Looking ahead

4.1 Outlook
4.2 Conclusion

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

Report: China Foldable Market Consumer Survey

China Foldable Market Consumer Survey

REPORT

PDF | 21 pages
Published date: November 2023

Counterpoint Research conducted a survey targeting high-end smartphone users in China to explore their ownership, opinions, and preferences regarding foldable smartphone form factors. The study sheds light on users’ receptiveness to foldable smartphones, their inclinations toward various foldable designs, and the primary concerns within this segment. Additionally, the research delves into future preferences for foldable smartphone purchases.

The survey, sponsored by HONOR, utilized an online quantitative questionnaire to collect responses from individuals owning smartphones valued at $400 and above. The sample included 1,043 individuals, representing a diverse group categorized by age, education, gender, and occupation. Data collection took place in October 2023.

  • Key Takeaways
  • China Foldable Market Overview
    • China Foldable Smartphone Sales by Quarter
    • China Foldable Smartphone Market Share and Top Models, Q3 2023
    • China Foldable Smartphone Shipment Forecast
  • Foldable Survey Insights
    • Willingness to Purchase Foldables
    • Reasons to Choose Foldables
    • Clamshell vs Book-type
    • Book-type Study: Price, Weight and Thickness
    • Durability of Foldables Top Concern of All Surveyed Users
    • Key Features When Selecting Foldable Models and Brands
  • Appendix
    • Demographic Split
    • Research Design: Methodology

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

White Paper: Rise of ‘Off-the-shelf’ GSMA-compliant eSIM RSP Software

Rise of "Off the Shelf" GSMA-Compliant eSIM RSP Software

WHITE PAPER

PDF | 8 pages
Published date: October 2023

The adoption of eSIM (embedded SIM) across consumer and IoT applications will soon reach an inflection point. This offers new opportunities for MNOs, infrastructure providers, system integrators and other potential stakeholders to operate their own eSIM RSP (Remote SIM Provisioning) platforms and exercise full control over eSIM RSP management and services. 

With growing geopolitical shifts and newer applications such as Private 5G Networks, having full data sovereignty and control is becoming imperative for the eSIM RSP platform users. Further, having a certain degree of autonomy can help the eSIM RSP platform owners shape business and pricing models and differentiate even more compared to the eSIM-as-a-Service solutions out there. 

This whitepaper deep dives into different forms of eSIM Management solutions and documents the rise of “off-the-shelf” eSIM RSP Software and the emergence of key players like achelos GmbH who are well positioned to adapt to changing market requirements. 

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

White Paper: Digital Transformation and MVNOs

Digital Transformation and MVNOs

WHITE PAPER

PDF | 10 pages
Published date: September 2023

In today’s rapidly evolving telecommunications landscape, the significance of digital transformation for Mobile Virtual Network Operators (MVNOs) cannot be overstated. As the industry witnesses a surge in technological advancements and changing consumer expectations, MVNOs face unprecedented opportunities as well as challenges. Digital transformation serves as the catalyst that empowers MVNOs to remain competitive, enhance customer experiences, streamline operations, and unlock new revenue streams.

This whitepaper looks at the changing MVNO landscape and how MVNOs can go  “DIGITAL” – Differentiated, Intelligent, Growing, Integrated Telco that is Agile and always Listening.

• MVNO landscape
• Why should MVNOs go digital?
• Challenges faced by MVNOs for digital transformation
• What can MVNOs do?
• Test how DIGITAL is your MVNO?

Neil Shah

Research Vice President

Mohit Agrawal

Associate Director

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

MySmartPrice.com x Counterpoint Research – Festive Buying Report 2023

MySmartPrice.com x Counterpoint Research – Festive Buying Report 2023

WHITE PAPER

PDF | 55 pages
Published date: September 2023

We are glad to have partnered with MySmartPrice in bringing you insights into the dynamic world of consumer electronics shopping during this time of year. India’s festive season brings about a remarkable shift in consumer behavior, with electronics taking center stage.

Through this collaborative effort, we have harnessed the power of data and consumer sentiment, thanks to MySmartPrice’s unwavering support and access to their vast repository of insights.

With a comprehensive survey featuring 12,499 respondents and enriched by the experiences of over 15 million monthly active shoppers, we have unearthed the driving forces behind consumers’ choices during this vibrant period.

From the significance of discounts to the latest trends in smartphones, laptops, tablets, and home appliances, our research has illuminated the path for brands and businesses seeking to meet the evolving demands of festive shoppers.

Together, we celebrate the spirit of the season and the economic vitality it brings to our nation, making this partnership a true reflection of the power of shared insights.

KEY HIGHLIGHTS

CONTRIBUTORS

John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer
John Doe
Designer

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