IDC: Raises full-year mobile delivery forecast, estimated to increase by 5.8% year-on-year to 1.23 billion units.
Research institution IDC, due to the good delivery situation in the global mobile phone market in the first half of the year, raised its full-year mobile delivery forecast. The latest estimate is a year-on-year increase of 5.8%, with an expected delivery volume of 1.23 billion units, up from 1.21 billion units, with a year-on-year increase of 4%.
IDC research director Anthony Scarsella pointed out in the quarterly tracking report released on Tuesday that the AI boom has driven mobile phone sales, as major phone manufacturers have added generative AI tools to new models, stimulating consumer enthusiasm for upgrades in major economies including China and the USA.
IDC estimates that the delivery volume of AI smartphones will grow by over 3.4% this year, with a market share of 18%; Apple's iOS devices are expected to grow by 4% next year.
Ping An Securities released a research report stating that the current large model technology has triggered a revolution in intelligent mobile phone interaction. Natural language processing and multimodal information intelligent perception are jointly driving AI smartphone intelligence to new heights. Apple introduced Apple Intelligence at the WWDC conference, and with Apple's self-developed chips and a strong closed-loop ecosystem, the new iPhone 16 series is expected to be the first to be recognized by the market and consumers as an AI smartphone.
In addition to Apple, Qualcomm Snapdragon 8Gen4 and other SoCs are expected to be launched in 24Q4. Android phone manufacturers will follow in Apple's footsteps to launch new AI smartphones, which are expected to accelerate the pace of phone upgrades.
Guotai Junan Securities released a research report stating that as intelligent smartphones equipped with local large models, capable of supporting large models, and capable of multi-modal interaction, AI smartphones are currently in the second stage of AI functionalization after the big model APP phase. Key hardware and software manufacturers are accelerating the arrival of the AI localization phase.
AI large models have higher requirements for high-value components such as chip computing power and memory. High-end mobile phones such as Apple have more adequate cost budgets for device configurations and may benefit first from the upgrade cycle brought about by AI.
Mobile industry chain related companies:
Lenovo Group (00992), Xiaomi Group-W (01810), Q Tech (01478), Cowell (01415), Sunny Optical (02382), BYD Electronic (00285), AAC Tech (02018), etc.