GuShiio.com ① According to reports, Samsung continues to add additional AI mobile phones. Recently, the national version of Samsung’s S25 series was officially released, including three models: S25, S25+, and S25 Ultra.
② According to Canalys data, the penetration rate of AI phones may reach 17% in 2024, and it is expected that the penetration of AI phones will further accelerate in 2025.
According to reports, Samsung continues to add additional AI mobile phones. Recently, the national version of Samsung’s S25 series was officially released, including three models: S25, S25+, and S25 Ultra. In terms of hardware configuration, the S25 series are equipped with Qualcomm Snapdragon 8 Extreme Edition. This is currently the mainstream choice for all manufacturers who want to build AI mobile phones. Its Hexagon NPU supports stronger end-side AI capabilities. For example, when running a large language model, its higher computing power can generate text responses faster.
In the context of the rapid development of artificial intelligence, the underlying logic of cognition, organization, and behavior is undergoing changes, and AI mobile phones have become a new species in the context of paradigm revolution. In the face of future competition, differentiated creation of AI mobile phone performance will be the key, which is related to the redistribution of resources in the new battlefield. According to Canalys data, the penetration rate of AI mobile phones may reach 17% in 2024. It is expected that the penetration of AI mobile phones will further accelerate in 2025. More flagship and mid-to-high-end models will be equipped with more powerful end-side AI capabilities, pushing the global penetration rate to reach 32%, with shipments of nearly 400 million units.
According to the Cailian theme library, among the relevant listed companies:
green precisionIn the AI mobile phone industry, it mainly provides a package of technical solutions for precision structural parts and “one-stop” manufacturing and delivery services. The precision structural parts produced by the company for internationally renowned brands of AI folding screen mobile phone products have been mass-produced and delivered one after another.
Hongxin ElectronicHe said that with the advantages of technology and R & D technology, customers, brands and market share, the wave of phone replacements brought by AI mobile phones may bring new historic development opportunities to the company’s softboard business.
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