About us: Aurora Mobile (NASDAQ: JG) established in 2011, is a
leading customer engagement and marketing technology service
provider in China. Its business
includes notification services, marketing growth, development
tools, and data products. As its sub-brand, MoonFox Data is a
leading expert in data insights and analysis services across all
scenarios, aiming to help companies gain market insights and
empower precise decision-making.
SHENZHEN, China, Aug. 27,
2024 /PRNewswire/ --
Introduction
Since the second half of 2024, the focus in the generative AI
industry has noticeably shifted from technology and models to
applications and services. A range of usable AI applications in
niche fields has entered the market. Beyond application-level
directions like search and education, service-level directions such
as AI robots and AI smartphones have also emerged as promising
development areas. In this context, the pace of development for AI
smartphones has significantly accelerated recently, with AI
features becoming key selling points for mainstream smartphones.
Based on our observations of the AI phone industry layout, AI
smartphones are expected to offer users different effects and
values compared to various AI applications. Then, how will AI
integrate with smartphones? And what are current user evaluations?
This article focuses on the AI phone sector, revealing the latest
changes and potential value of the industry from key perspectives
such as industry competition, typical enterprises, empowerment
value, and market evaluation.
I. Industry Competition: "AI+" Becomes a New
Appeal for Smartphones, with Accelerated Industry Upgrades
The smartphone industry may be entering a new replacement cycle,
accelerating its recovery. Although the smartphone industry is
currently in a mature development and replacement stage, policies
promoting device upgrades and high-quality product designs (such as
foldable screens) from domestic manufacturers continue to drive
user replacements. According to data from the China Academy of
Information and Communications Technology (CAICT), in 2023, Chinese
smartphone shipments totaled 289 million units, increased by 6.5%
YoY. Entering 2024, the smartphone industry has continued to
perform well, with shipments of 147 million units in the first half
of 2024, marking a 13.2% YoY increase (according to the data from
CAICT), indicating an accelerated recovery trend.
"AI+" has become a core selling point for mainstream
smartphones, resonating with the industry's recovery drivers.
Currently, the generative AI industry is accelerating its
development towards mobile devices such as smartphones. Due to
smartphones' close connection with users and their strong
entry-point characteristics, they have attracted significant
attention in the AI field. With reduced costs and improved
capabilities of cloud-based large models, as well as ongoing
development of edge models and small models, the effective
deployment of AI smartphones has become feasible. Data shows that
leading domestic smartphone brands and companies like SAMSUNG and
China Telecom have all entered the AI phone market. System-level AI
assistants have become the main application scenarios, with ongoing
penetration at the user end. According to MoonFox Data, VIVO's AI
assistant "Blue V" has close to 200,000 monthly active users, while
HONOR's AI assistant "YOYO" has nearly 900,000 monthly active
users. AI capabilities are becoming an appealing selling point that
users find compelling, and they are expected to drive a new
emotional experience for the smartphone market.
The AI phone market
continues to see widespread implementation of AI capabilities, with
major Chinese smartphone
manufacturers now positioning AI as a key selling point.
|
Brand
|
AI Assistant
|
AI Large
Model
|
Supported Phone
Models
|
OPPO
|
Breeno
|
AndesGPT
|
Find7 Series, Find N3
Series,
Reno12 Series, OnePlus
12 Series, etc.
|
VIVO
|
Blue V
|
Blue LM
|
X100 Series, X
Fold3,
X80 Series, S17 Series,
etc.
|
HUAWEI
|
Celia
|
PanguLM
|
Mate60 Series, Nova
Series, etc.
|
HONOR
|
YOYO
|
Magic Large
Model
|
HONOR Magic6 Series,
HONOR 90 Series,
HONOR Magic V2 Series, etc.
|
XIAOMI
|
Xiaoai
|
XIAOMI Large
Model
|
Xiaomi 14
Series
|
China
Telecom
|
Xingchen AI
|
Xingchen AI Large
Model
|
MVMOM 30
|
SAMSUNG
|
Galaxy AI
|
ERNIE Bot, Doubao
Large Model
|
Galaxy S24 Series,
etc.
|
Data Source: Public
information, compiled by MoonFox Research Institute Data Cycle:
August 2024
|
The usage rate of AI
assistant applications from mainstream smartphone brands has been
steadily increasing, and these AI
phone assistants have begun to gain visibility among
users
|
Brand
|
MAU of VIVO AI
Assistant "Blue V" (Unit:
10K)
|
MAU of HONOR AI
Assistant "YOYO" (Unit:
10K)
|
2023.12
|
0.8
|
32.0
|
2024.01
|
3.9
|
28.3
|
2024.02
|
5.5
|
22.5
|
2024.03
|
6.9
|
28.2
|
2024.04
|
9.2
|
41.6
|
2024.05
|
13.6
|
44.5
|
2024.06
|
18.8
|
85.5
|
Data Source: MoonFox
iApp; Data Cycle: December 2023 - June 2024
|
II. Value Generated by the Industry: With the Empowerment of
AI Smartphones, Information Distribution and Interactive Actions
May Undergo a Transformation
The transformation of smartphones under the empowerment of
generative AI extends far beyond just enhancing interaction
experience. Currently, the new value that generative AI brings to
smartphones is already beginning to emerge. Firstly, in terms of
interaction experience, the previous generation of smartphone
interaction primarily relied on touch-based clicks, requiring users
to perform each step manually. However, with the integration of
technologies such as generative AI Agent, automated interaction
becomes possible. Interaction actions and paths can be
restructured, potentially allowing a single device to offer a
multifaceted experience interaction model. On the other hand, we
believe that AI smartphones offer more than just an interaction
revolution - they significantly enhance overall user efficiency. We
can analyze the efficiency boundaries of different generations of
smartphones from two dimensions: information distribution and
operational efficiency.
- Feature Phone Era: Information distribution primarily involved
manual filtering, leading to a uniform experience for users, with
interactions mainly through self-operation & retrieval, which
was a huge amount of work. Its typical applications included portal
websites
- Smartphone Era: Information distribution shifted to
discrimination-based and recommendation algorithms, achieving a
personalized experience but still requiring user judgment for
long-tail items, such as in food delivery and short video
applications.
- AI Phone Era: Information distribution can directly reach users
through generative algorithms, reducing user input to voice
commands and AI operations, such as intelligent ticket booking and
intelligent meeting scheduling.
AI smartphones can
activate innovative human-computer interaction methods system-wide,
achieving a new round of
upgrades from user interaction to multifaceted
experience.
(Evolution of PC and
Smartphone Interaction Experience)
|
Interaction
Era
|
Time
|
Carrier
|
Experience
|
Command Line
Interaction
Experience
|
1960s -
1980s
|
DOS OS
|
Early DOS OS was
designed for professional
developers, with operations requiring complex
command-line inputs
|
GUI Interaction
Experience
(Keyboard & Mouse)
|
1980s -
2010s
|
Win OS/Mac OS,
etc.
|
Interaction evolved to
task-oriented operations using
keyboard and mouse, facilitating a new interaction
method
|
Touch-based
Interaction
Experience (Screen)
|
2010s - 2022
|
iOS/Android OS,
etc.
|
Interaction primarily
relied on GUI, transitioning
from keyboard and mouse to touch-based
experiences, with some voice interactions
|
Multifaceted
Experience
|
2023 -
Future
|
AI OS
|
Generative AI enables
multifaceted experience
combining touch, voice, gestures, etc.
Understanding the
future implications for niche user
groups (such as the elderly or mobile office workers)
will be significant
|
Data Source: Public
data, Gartner, MoonFox Research Institute
Note: The concept of Multifaceted Experience refers to interactions
across digital touchpoints (e.g., web, mobile apps, chatbots,
AR/VR, wearables) using various interaction methods (e.g., touch,
voice, visual, gestures) as proposed by Gartner
|
Examining the evolution
of smartphone usage efficiency from the perspectives of information
distribution and user actions,
smartsmartphones in the AI era will enhance user efficiency through
the overall improvement of algorithm generation and
machine actions
|
Era
|
User Action
Efficiency
|
Information
Distribution
Efficiency
|
Typical
Cases
|
Feature Phone
Era
|
User-driven
actions
|
Manual content
recommendations
|
Portal websites, IM
applications, etc.
|
Mobile Internet
Phone
Era
|
AI-assisted
actions
|
Discriminative
algorithm
recommendations
|
Facial recognition,
voice operations, big data
recommendations, etc.
|
AI phone Era
|
AI-driven
actions
|
Generative AI
algorithm
generation
|
Intelligent searching,
intelligent meeting scheduling,
intelligent ticket booking, etc.
|
Data Source:
Independently prepared by MoonFox Research Institute
|
We believe that in the era of generative AI algorithms, the
efficiency of AI smartphones is expected to significantly improve.
AI applications will become more widespread and versatile, with
information distribution more closely aligned with personalized
user needs and specific scenarios. Furthermore, user actions are
likely to be further liberated, enabling AI to autonomously handle
more complex, multi-step tasks.
III. User Perception: AI
Smartphones Infuse the Market with Positive Emotions, Users Show
Strong Excitement and Willingness to Try
AI smartphones have introduced novelty to the market with
flagship models, generating positive emotions among users. We
believe that whether a product or technology ultimately translates
into changes in user purchasing behavior, whether in the realm of
efficiency tools or lifestyle & entertainment products, it will
ultimately be reflected in the level of feedback on user experience
and emotions. Thus, the ability to evoke sustained curiosity,
excitement, and exploratory emotions is a crucial directive
indicator.
Our analysis of social media data regarding user reviews of AI
phone shows that current market sentiment on AI phone topics is
predominantly positive, with nearly 90% of the feedback being
favorable. A significant portion of users have expressed their
appreciation for AI phone and the interesting experiences
discovered during use. This positive user sentiment is expected to
further spread in the future, leading to effective secondary
recommendation and promotion.
AI phone User Social
Media Comment Sentiment Data Analysis
|
User Comment Sentiment
Type
|
Percentage of User
Comment
|
Positive
Sentiment
|
89.5 %
|
Negative
Sentiment
|
10.5 %
|
AI phone User Social
Media Comment Excerpts
|
Comment
|
Source
|
"Breeno is really
smart, and the cheesy pick-up lines are indeed cheesy
, hahaha. See the details in the picture, it's so
funny!"
|
From the Xiaohongshu
user "一个好**你"("A
Good ** You")'s comment on July 18
|
"The AI on my new phone
is really the Next Level. I took photos when
eating in a restaurant near Nanjing Eye Footbridge, and even though
it
was just a regular photo, I tried out the AI feature that was the
main
highlight, and it truly amazed me."
|
From the Xiaohongshu
user "仅有**心"("Only
Have ** Heart")'s comment on July 28
|
"The OS version of the
OPPO Find X6 Pro I bought for my mom was
updated. And its AIGC is so impressive! She is very satisfied with
it.
Hope the Master Mode could be updated via OTA very
soon."
|
From the Xiaohongshu
user "镜*音"("Mirror *
Sound")'s comment on February 12
|
Data Source: MoonFox
Big Data Monitor; Data Cycle: August 2024
|
The development of AI smartphones is in its early stages, with
future prospects for phone replacement and content ecosystems
likely to flourish. Smartphone manufacturers have established a
foundation for AI phone applications, with increasing user
penetration rates. This infusion of novelty into user experiences
is driving market users towards upgrading devices. From the
perspectives of information distribution and user actions, AI
smartphones are expected to significantly enhance overall
efficiency in the next generation, with broader and more practical
AI applications. The development of AI smartphones is worth
long-term attention.
Website: https://www.moonfox.cn/
Website: https://www.moonfox.cn/
Contact number: 400-888-0936
Name: Felix
Title: Director of Sales, Industry Insight Division
Tel: +86 -13366276383
Email: zhouzt@jiguang.cn
Address: 608/F, Tower B, Wintrust Center, No. 1 Xidawang Road,
Chaoyang District, Beijing,
China
Name: Janette
Zhou
Title: Marketing Manager
Tel: +86-13928239332
Email: zhouxt@jiguang.cn
Address: 608/F, Tower B, Wintrust Center, No. 1 Xidawang Road,
Chaoyang District, Beijing,
China
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SOURCE Aurora Mobile Ltd