1、202520252025.08Intelligent Innovation-Driven Evolution of China2025 Technology Trend Insight1423AIAI XRAIAI AI+AIAI20242025AIAI 21234AIAI AIAIAIAI AIAI AIAI AIAI XRXR Table ofContents5 ABeam ABeam ABeamABeam AIAI1.1 1.2 1.03.0AIAI2.1 AI2.2 AI 2.2.1 AI 2.2.2 AI 2.2.3 2.2.4 AI2.3 AI2.4 AIAIAI3.1 3.2 3
2、.3 AI3.4 AI3.5 AI78 10 11 12 13 14 1516 17 19 20 212223 51.01.03.03.01.1 1.1 1.01.02020-20201.01946ENIACElectronic Numerical Integrator And Computer19461947194719791979Walkman TPS-L22.02.02121-201020102.02007iPhone2007iPhoneWi-Fi3G20122012PebblePebble E-Paper Watch20142014EchoAlexaWi-Fi3.03.0AIAI201
3、02010-3.0AI2017TransformerTransformerAI2024AIGPTGenerative Pre-trained TransformerAI2024AIAIAIAIAI2025AIDeepSeekAIAI2.03.01.0*1.02.03.0ABeam7 AI81.2 1.2 1.01.03.03.01.01.02.02.03.03.0AIAIWi-Fi4GAIAIGPUNPUWi-Fi5GAIAIAIAIAIAIAIAIAIAIAIAI102.1 AI2.1 AIAIAIAIAIAI AIAI+AIAIAI1 AIOPPOLimitlessPlaud.AIFolo
4、toy3 AIAI+AI+AIAIAI+AIAIAIAIAIAIAIAIAI+AIAIAIAIAIAIAIAIAI+AI+AIAIAIAI*ABeam2 AIAIOPPO112.2 AI2.2 AIAIAIAIAIAIOPPOVIVOOla Friend RokidAIAIAIAIAIAIAIAIAIAIAIAIAIAI*ABeam1.IDC&OPPOAI_02192230 2024-02122.2.1 AI2.2.1 AIAIAIAIIDCInternational Data CorporationIDC2025AI800029.6%2027AI51.9%1AI2024AI*20241173
5、1AI2024OPPOAIAI*IDCOPPOAI Next-gen AI SmartphoneNPU 30TOPSTera Operations Per SecondAISoCStable DiffusionAIAIAIAIAIAIAIOPPOAIAIAIAIAIAIAIAIAIAIAI AI VIVOAI AI AI V AI AIAIFlyme AI AIAIAIAIAIAIAISPAI AI AI AI AI AIAI AI0.10.40.81.31.55.50%13.20%29.60%45.30%51.90%0.00%20.00%40.00%60.00%012202320242025
6、20262027IDCAI1AI132.2.2 AI2.2.2 AI*202411531AI2024AIAIAIAIAIAIAIAIAIAIAIAIAIAIAIAIAIAI PPTAI AI AIYOYOMiLM-6BpptAIAIAI/AIAIAIAI1._2025-2024-12-20142.2.3 2.2.3*ABeam2024-2029%120255320297501AI*ABeam/27.65310320038775001002003004005006007008002024E2025E2026E2027E2028E2029ECAGRCAGR=93.6%=93.6%2.2.4 AI2