Mobile phone manufacturers do AI, the idea is very different.
Editor’s note: This article is from WeChat public account “node finance” (ID :jiedian2018), author Icya.
The AI commercialization campaign has taken the lead in the field of smartphones.
Smartphones are an important carrier of the Internet of Everything in the 5G era, attracting countless vendors to join the battle. Who can make himself a first-mover advantage, and the probability of winning in the future is great.
Node Finance (ID: jiedian2018) summarizes the layout strategy of commercializing its smartphone manufacturer AI as: “autonomous strategy”, “sinking strategy”, “acquisition strategy” and “alliance strategy”, representing Huawei , OPPO / Samsung, “Millet + Mito” and Apple, for you to interpret the AI of the mobile phone.
Source: Node Finance Mapping
Part 1: Self-strategy
In 2019, the global artificial intelligence industry entered the peak period of application, and smartphones as an important terminal carrier are becoming the integrated connection center of the intelligent economy.
In the past 8 years, Huawei’s consumer business (Note: Huawei terminal business) has become Huawei’s most important revenue pillar. According to Huawei’s performance report for the first half of 2019, Huawei achieved revenue of 401.3 billion yuan in the first half of the year, a year-on-year increase of 23.2% and a net profit margin of 8.7%.
Among them, Huawei’s consumer business revenue was 220.8 billion yuan, and smartphone shipments (including glory) reached 118 million units, a year-on-year increase of 24%, accounting for 55% of the company’s revenue. Huawei’s consumer business CEO Yu Chengdong cites third-party data organizations, said the first half of 2019Huawei’s market share in China is 35%. In the global market, Huawei has risen to 17.6% in the second quarter of this year, second only to Samsung’s 22.7%.
Huawei AI strategy is to invest in AI basic research, create a full-stack full-scenario solution, invest in open ecology and talent training, introduce AI thinking and technology into existing products and services, and apply AI to optimize internal management.
In terms of commercialization of AI, Huawei has adopted “cloud+AI+5G” as its path and adhered to independent research and development strategies. It has successively launched a series of solutions, such as Kunpeng computing platform, Hongmeng OS, and Shengteng 910 processor. AI’s lack of computing power, data supply is difficult, and AI threshold development is one of the hot topics in the industry.
Image Source: QuestMobile
On August 9th, 2019, Huawei officially launched Hongmeng OS at the 2019 Huawei Developer Conference. It is expected that Hongmeng OS will become the IOT operating system connecting each terminal in the future;
On August 23, 2019, Huawei released the AI processor upgrade 910 at its headquarters in Shenzhen, and launched the full-scenario AI computing framework MindSpore. Xu Zhijun said at the press conference that the launch of the Shengteng 910 and MindSpore marks that Huawei has completed the construction of a full-stack full-scenario AI solution, which also marks the beginning of a new phase in the implementation of Huawei’s AI strategy.
From a strategic perspective, Huawei will continue to polish the closed loop of AI technology and strengthen its core competitiveness. In the long run, Huawei will pay more attention to industrial ecological construction and create a more open source, easy to use and open AI ecosystem.
From the perspective of cost control, there is still a large compression space for the cost of the industrial supply chain. Manufacturers need to strictly control the quality and ensure the health of the upstream and downstream capital chains. The independent R&D strategy will have considerable advantages. In addition to horizontal competition, Huawei will continue to cope with global competitive pressures. AI commercialization is an opportunity for Huawei to challenge.
Part 2: Sinking Strategy
The 2019 is an extremely important point for IOT technology. The consumption of living space products is upgraded. Users are pursuing a smarter life with healthier, convenient, considerate and humane life. The artificial intelligence service scene also sinks to the daily life of users. life.
The AIOT solution with smartphone as the carrier comes into being. The core is to build an efficient intelligent ecological model with professional technology and forward-looking capabilities to realize the interactive integration of artificial intelligence and Internet of Things.
According to the statistics of the GSMA conference, by 2025, there will be 25 billion IoT connections nationwide. AI can analyze the massive data generated by these connections, and the AIOT model will continue to create value for the industry. According to the IoT Enterprise Survey conducted by the GSMA, 51% of companies hope to incorporate AI elements into their future IoT solutions. In 2018, global financing for the AI sector is $20 billion. By 2020, the AI market is expected to reach $70 billion.
In terms of AI commercialization, both OPPO and Samsung have given AIOT solutions, using the “Scenario Sinking Strategy” to penetrate the market.
OPPO: Continuously investing in R&D and building an IOT ecosystem
On January 14, 2019, OPPO announced the establishment of the Emerging Mobile Terminal Division. One of its main tasks is to build an open IOT platform, accelerate the development of AI+IOT technology, and provide an open IoT access protocol, including Breeno. The software, including the assistants, forms a synergy to jointly create IOT eco-products, technologies and services to achieve comprehensive coverage of user life scenarios. For AI technology, OPPO obtained 933 patents in 2018. OPPO founder Chen Mingyong also said that OPPO R&D investment will increase from 4 billion to 10 billion in 2019, and increase investment year by year.
Samsung: Digging deep into the scene and occupying the smart home market
In the context of the Internet of Everything, Samsung began its IOT layout in 2017, convening 65,000 engineers worldwide, establishing 7 global artificial intelligence centers for IoT R&D, and promoting the intelligence of the IOT ecosystem. Development. In Samsung’s IOT program, electronic devices will conduct deep learning based on cloud big data and artificial intelligence to achieve independent thinking. In addition, “Samsung launched the Samsung Zhijia Joint Customization Plan” and “Samsung Zhijia Ecological Partner Program” to further expand the category of Samsung Zhijia IoT equipment.
Specifically, AIOT is the basis for companionship with users, gaining user trust, and the result of mutual driving between services and technology. Thanks to excellent data processing speed, users will continue to be sensitive to the efficiency of products and services, which puts higher requirements on the AI system management capabilities of manufacturers.