After long-awaited news, Apple Intelligence, Apple’s first large-scale AI model, is officially released!
On October 28, local time in the United States, Apple officially launched the official version of iOS 18.1 in the United States, and Apple Intelligence was integrated into iOS 18.1. At the same time, iPadOS 18.1 and macOS Sequoia 15.1 are also being pushed to the outside world, and eligible users will use Apple AI on iPad and Mac.
The first batch of Apple AI features launched include AI writing assistants. Users can optimize emails, messages, memos and other content through AI large models, and can also implement text proofreading, summarization and other functions. Users can also experience a more intelligent Siri and perform AI editing on pictures.
At the same time, Domestic Smartphone AI has launched its own autonomous agent AutoGLM, which can realize functions such as voice online shopping, ordering takeaways, and booking tickets. It has also worked with domestic mobile phone manufacturers to promote the development of AI agent mobile phones, which fully demonstrates the power of AI Agent. ability.
Today we will systematically sort out the latest developments of Apple AI and Wisdom AI in the field of AI Agent, and look for new opportunities in AI.
1. Apple officially launches Apple Intelligence, and Zhipu AI attracts attention
As early as June 11, Beijing time, Apple officially released its first large-scale generative artificial intelligence model, Apple Intelligence, and used GPT to empower Siri to create a new AI phone.
After multiple versions of internal testing, Apple Intelligence was pushed to users with iOS 18.1 on October 28. According to Apple’s official introduction, Apple Intelligence features in iOS 18.1 include writing tools, image AI processing (including elimination functions, creating memory videos, natural language search for photos, etc.), email smart replies and summaries, Siri enhancements, etc.
For European and Asian users, they are not yet able to be the first to try out Apple AI. According to Apple’s previous plans, it will support localized English in the United Kingdom, Australia and other countries in December this year, and will launch Apple Intelligence in Chinese, Indian English, German and other languages next year.
In December this year, Apple will continue to unlock more AI features, including image wands, more powerful collaboration tools, Siri integrated with ChatGPT, etc.
Apple's big model combines five major features: power, intuitive knowledge, integration, personal customization, and privacy. Apple Intelligence can not only understand natural language, sort by urgency, but also analyze data across different applications. In order to better protect user privacy, Apple's large model only processes data but does not collect data. It uses private cloud computing technology to protect data at the chip level.
As an important part of Apple's artificial intelligence strategy, the AI transformation of Siri's underlying software will play an important role. After being transformed by artificial intelligence technology, Siri has the ability to understand context and sense the screen. Siri can extract flight information from emails and fill in document numbers. Siri also has a powerful product knowledge base to help users better use the device.
Apple’s exploration in the field of AI has laid a more solid foundation for AI Agent mobile phones. AI Agent is an intelligent agent that can perceive the environment, make decisions and execute decisions. This is an important key to the AGI era. After Apple's mobile phone undergoes AI transformation, it will become an AI Agent mobile phone, and domestic technology companies are also accelerating the development of AI Agent.
Recently, the domestic unicorn company Zhipu AI has gained great attention from the market with its excellent intelligent agent AutoGLM. Users only need to speak to their mobile phones to realize online shopping, order train tickets, order takeout, send WeChat, grab red envelopes and other functions. The company has also obtained authorization from Taobao, WeChat, Meituan and other APPs.
Zhipu AI has already launched in-depth cooperation with domestic mobile phone manufacturers, including Honor. As early as September this year, Honor CEO Zhao Ming said that Honor Magic7 will be the first mobile phone where Chinese consumers can experience AI Agent. Honor previously released MagicOS 9.0, a personalized full-scenario AI operating system, announcing that YOYO Assistant has been upgraded to an intelligent agent with "natural semantic understanding and computer vision", "user behavioral habit learning and scene environment perception", and "intent recognition and decision-making capabilities" , four core capabilities of "in-application and cross-application operations".
2. AI mobile phones develop rapidly, and domestic manufacturers seize market dividends
Under the wave of great development of artificial intelligence, the technology industry is facing major changes. Whoever can take the lead in creating AI application scenarios will be able to seize the dividends of artificial intelligence.
AI mobile phones have shown a more mature product form. Many mobile phone giants have launched smart phone products with AI functions and have demonstrated unique advantages in market competition.
According to the latest report from market research firm Counterpoint Research, the market share of smartphones with generative artificial intelligence functions (GenAI phones) will reach 6% in Q1 2024, compared with only 1.3% in the previous quarter.
Samsung has taken the lead in the AI mobile phone market. The Galaxy S24 series of AI mobile phones previously released by the company have received a large number of orders, occupying 58% of the market share of AI mobile phones in one fell swoop. The Galaxy S24 Ultra alone has gained 30% of the market share, which is enough to show that Samsung’s AI mobile phone strategy has achieved remarkable results. Galaxy S24 products not only introduce AI technology into photo and video processing, but can also provide real-time translation services and summarize the main content of web pages and notes. The circle-and-search function has also attracted countless fans.
In addition to Samsung, domestic mobile phone giants also continue to make efforts in the field of AI mobile phones. Among the top ten best-selling GenAI mobile phones, Chinese brands occupy six seats. Products such as Xiaomi 14, vivo X100, Xiaomi 14 Pro, OPPO Find X7 are all on the list.
Market analysis agency Canalys recently released a report "The Present and Future of AI Smartphones", believing that the market share of AI mobile phones is expected to reach 16% in 2024. Looking forward to the future, the market share of AI mobile phones will reach as high as 54% in 2028, becoming a mainstream product in one fell swoop. Based on this calculation, the average annual compound growth rate of AI mobile phones from 2023 to 2028 will be as high as 63%.
Compared with traditional smartphones, AI phones will be upgraded in terms of computing power, software applications, systems, operating methods, etc., ultimately allowing AI technology to better serve users' work and life.
According to the iFinD database, many A-share listed companies have deployed AI mobile phone business, including: ZTE, Transsion Holdings, Pengding Holdings, Wingtech Technology, Goodix Technology, Shenghong Technology, Zhongke Chuangda, Baiwei Storage, Changying Precision, etc.
According to the iFinD database, Zhipu AI concept stocks include: Huace Film and Television, Yuxin Technology, Doushen Education, Farben Information, Lingyunguang, Caixun Shares, Tianyuan Dico, Capital Online, Youkede, Zhongke Financial wait.