The first year of AI mobile phones: Samsung stud, Apple called, Huawei sat in the bank

Author|Sun Pengyue

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Edited by Gale

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Not long ago, Samsung released a new generation of flagship flagship devices, the Galaxy S24 series, including the Galaxy S24, Galaxy S24+, and Galaxy S24 Ultra.

As the king of Android, the Galaxy S24 series all use a customized version of the Qualcomm Snapdragon 8 Gen3 Galaxy processor, and the starting prices of the National Bank Pioneer Edition are 5999 yuan, 7499 yuan, and 10199 yuan respectively.

Samsung didn't go into too much detail about the hardware parameters this time, but instead focused on the concept of "AI phones", and generative artificial intelligence (GenAI) will become an indispensable element of long-term product strategy.

Not only Samsung, but also in the smartphone industry, the probability of AI being mentioned is getting higher and higher, and new machines such as Huawei, Xiaomi, OPPO, vivo, and Honor are more or less involved in AI functions.

2024, will it be the first year of AI mobile phones?

Importing generative AI will be mandatory

The concept of "the first year of AI mobile phones" has begun to hype a lot.

Qualcomm President and CEO Cristiano Amon said in an interview with the media that 2024 will be the first year of global AI mobile phones, and generative AI is entering mobile phones "very quickly".

At the same time, Canalys expects that 5% of smartphone shipments will be AI phones by 2024, and by 2027, this proportion will rise to 45%.

Samsung, as the top 2 in the current global market, regards AI as a key hole card to surpass Apple under the premise that Apple and Cook ignore AI.

As early as mid-2023, Samsung took the lead in proposing the concept of "AI large model mobile phone", and continued to build momentum in the media, and even released a bold statement in the Western market: Samsung Galaxy S24 will become the world's first "AI large model mobile phone".

However, the Galaxy S24 has not yet been seen, and the Huawei MATE 60 series has been equipped with the self-developed Pangu large model, becoming the first "AI large model mobile phone" in Samsung's mouth.

Although it was several months late and lost the gimmick of "the first AI phone", Samsung still sees AI as the core selling point of the Galaxy S24 series. At the end of 2023, it officially announced its self-developed generative AI product, Gausss (Gaussian) large model. Launched three AI applications, Language, Code and Image, to help users process words, write code, and generate images.

However, on the just-released Galaxy S24 series, Samsung did not use its own Gauss model, but cooperated with Google to pre-install Google Cloud's Gemini AI model into the Galaxy S24 series of phones.

According to Samsung, the Galaxy S24 series uses Google's AI infrastructure (including Imagen 2, Gemini Pro, and Nano LLM), enabling Android developers to quickly deploy creative hybrid AI capabilities. At the same time, various Google apps such as Android Auto, Google Maps, etc. are seamlessly integrated.

Choi Seung-sik, President of Samsung Electronics Greater China

In addition to the Google app, Samsung Galaxy AI features will also support video AI processing, local AI chatbot, image processing, real-time call translation, and more.

At the same time, the use of AI large models on mobile phones can also provide additional revenue for Samsung. After all, the membership fee of the AI model is the core source of income for the AI model, and the most popular ChatGPT Plus membership on the market charges $19.9/month, while the Google Gemini Pro costs $0.00025 per 1,0002 characters, $0.0025 per image, and $0.0005 per 1,000 characters output.

According to information revealed on Samsung's official website, Samsung's current plan is to offer the Galaxy AI feature for free on supported devices by the end of 2025, and will charge for the AI feature in the future.

"Galaxy AI is coming" is the poster of Samsung's new product promotional video, showing its ambition to try to take the high ground in the terminal AI war.

On the one hand, the Galaxy AI function can provide a new way to innovate the product and differentiate itself from its direct competitor Apple in the market, and on the other hand, it can also charge for the AI function in the future to increase additional revenue.

For Samsung, implanting AI features on the phone is a must.

Chinese manufacturers have never been absent from AI

Although Samsung has used the brand's influence in the international market to constantly hype the concept of the first year of AI mobile phones, the first brand to launch AI mobile phones is still Huawei. Even after Huawei, there is a steady stream of domestic mobile phone brands launching new phones with AI functions.

Chinese manufacturers have never been absent from the wave of AI.

The HUAWEI Mate 60 series is equipped with a new generation of NPU (Neural Network Processor), which can directly use the AI model in the HUAWEI cloud to enhance the image quality of local photos on the phone. In addition to color and light, AI Cloud Enhancement dramatically improves the clarity of your photos, making them amazing 8K quality.

Xiaomi 14 is equipped with Xiaomi's self-developed 6 billion parameter-level large model, which can be used offline on mobile phones for "Wensheng map", "AI expanded map" and "AI removal of passers-by". The AI large model has also penetrated into Xiaomi Surging OS, and a number of generative AI capabilities have been built, which can directly run the device-side large model locally.

At the same time, on January 30, Xiao Ai posted on Weibo that Xiao Ai's AI assistant has passed the large model filing, and more friends can experience the charm of Xiao Ai's large model.

It is reported that based on Xiaomi's hardware ecology and massive data, Xiaoai can provide users with leading voice recognition, NLP (natural language recognition) and other complete AI technology services.

Not only Huawei and Xiaomi, but also vivo and OPPO, which are nicknamed "blue-green manufacturers", have successively launched the blue heart model and the Andean model (AndesGPT), which are directly connected to the self-developed system OriginOS 4.0 and ColorOS 14.

At present, vivo's blue heart model supports a total of 5 models of three parameter levels: 1 billion, 10 billion, and 100 billion, fully covering core scenarios, while OPPO's Andean model supports models with different parameters from 1 billion to 100 billion, and realizes the effect of collaborative operation between local and cloud through the "device-cloud collaboration" architecture.

Even Honor has announced MagicOS 8.0's new platform-level AI-based interaction feature "Any Door". And at the Honor Developer Conference in mid-January, the new MagicOS 8.0 system and the self-developed device-side 7B (7 billion parameter scale) large model "Magic Model" were launched.

It can be said that the "boarding" of AI functions has become a mainstream development trend in the domestic mobile phone market. According to IDC's forecast, by 2026, nearly 50% of terminal equipment processors in the Chinese market will be equipped with AI technology.

AI function is more like a timely rain for domestic mobile phone brands, because the evolution speed of smart phones in the long period of more than ten years is too fast, and various brands roll up the processor and then roll up the screen, image, and memory, which ultimately leads to the mobile phone industry in recent years There has been no eye-catching disruptive innovation for a long time.

According to Cristiano Amon, devices with multiple AI use cases will be available in early 2024, which could create a new smartphone upgrade cycle and prompt consumers to switch phones in order to access these new features.

The emergence of AI is a new direction for domestic mobile phone brands.

As for Samsung, in the field of AI mobile phones, it is the real latecomer.

SoCs are still a challenge

Although AI mobile phones are emerging in an endless stream, and various brands have begun to work together, smartphones, as mobile portable devices, have too limited performance to support the operation of AI functions.

AI requires huge computing power, which not only has high requirements for applications, but also for hardware. At present, chip manufacturers such as Qualcomm, MediaTek, and Samsung have focused on special strengthening of SoCs.

For example, the Qualcomm Snapdragon 8 Gen3's AI engine has nearly doubled the total computing power of the previous generation, the MediaTek Dimensity 9300 has two times the integer and floating-point performance of the previous generation, and the operator acceleration performance has reached 8 times that of the previous generation.

It is worth mentioning that due to the limitations of the current 3nm technology and mobile processors, Qualcomm has not launched a dedicated unit specific to AI computing, but has uniformly designed higher operating frequency, larger cache, and faster memory bandwidth to improve the performance of processing AI tasks such as NPU (neural network processing unit) and TPU (tensor processing unit).

The ability to run large models or other generative AI models on the device side has also become a must, and only by maintaining a certain speed threshold can the real-time AI computing be ensured.

In the first year of AI mobile phones, there is still a lack of an SoC that can break through the line.

And Apple, which has the best chip design, still has no efforts on AI functions.

Source: Internet

It is reported that Apple has been developing an AI model, codenamed Ajax, which Apple internally calls Apple GPT, and Apple GPT, which has 200 billion parameters, may be comparable to OpenAI's latest large model performance, and is considered to be Apple's "family bucket", and even the core of the transformation of the entire ecology from the machine to the car.

According to The Information, Apple plans to integrate large language models into Siri to allow users to automate complex tasks, a feature that will be more deeply integrated with shortcuts apps. The Siri and Messages apps will improve their ability to answer questions and autocomplete sentences.

The AI feature is expected to appear in the iPhone software update to be released in 2024, which is likely to go live with iOS 18.

It can be seen that in the era of AI, no major Internet company can ignore it, even Apple must keep up with the pace of the Android camp and add AI to its own ecology.

Perhaps, only when the iPhone joins together can it really be regarded as the "first year of AI mobile phones", otherwise it can only be regarded as a collective carnival of the Android camp.

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