In the wave of development of big models, consumer electronics has become an important port for the implementation of AI applications. Since the beginning of the new year, the competition among mobile phone manufacturers for big models has become more intense. Recently, mobile phone manufacturers such as OPPO and Honor have released new phones equipped with large models. At this point, major models from domestic mainstream mobile phone manufacturers such as Huawei, vivo, OPPO, and Honor have all landed on the mobile end, and the competition for "AI+mobile phones" in China has entered a new stage. The report "Generative AI smartphone shipments and insights" released by research firm Counterpoint predicts that 2024 will be a critical year for GenAI smartphones, with shipments exceeding 100 million units; By 2027, the market share and shipment volume of GenAI smartphones will reach 40% and 522 million units respectively. In an interview after the OPPO Find X7 series launch event, OPPO Chief Product Officer Liu Zuohu told Securities Daily that the most important development direction in the future will definitely be AI. The big model has become a battleground for mobile phone manufacturers. On January 8th, OPPO officially released its flagship model Find X7 series and announced the landing of a 7 billion parameter AI model on the mobile end. Following closely behind, on January 11th, Honor officially released its flagship smartphone, Honor Magic6 series, which was equipped with Honor's self-developed 7 billion parameter platform level AI model, the "Magic Big Model". Honor CEO Zhao Ming stated in an interview with Securities Daily that in the era of AI and big data, using AI to refactor operating systems will be the direction that all manufacturers will take. The total cost invested by Honor in AI in the past few years is about 10 billion yuan, and its investment in AI will continue to increase in the future. In fact, not only OPPO and Honor will integrate the big model into the mobile end, but in August 2023, Huawei announced that the HarmonyOS 4 system will fully integrate into the Pangu big model, becoming the world's first mobile terminal operating system to embed AI big model capabilities. The first supported models are the Mate 60 series. In November 2023, vivo's X100 series also supports a 7 billion parameter AI large model. On the other hand, major foreign manufacturers have recently announced that Apple will introduce AI in iOS 18, enabling Siri to have more intelligent and natural dialogue capabilities. Samsung also announced that the Galaxy S24 series phones will be released on January 18th, claiming to "usher in a new era of mobile AI.". Why are mobile phone manufacturers so keen on integrating big models? Ma Jihua, founder of Darui Consulting, told Securities Daily that the development of mobile phones has encountered bottlenecks and differentiation is difficult, and the emergence of artificial intelligence has become a new focus of customer experience. Mobile phone manufacturers also hope to improve their brand image by introducing large models, and develop new innovative mobile applications that can bring users a more convenient and intelligent user experience. After the large model is added to the application, the requirements for network and mobile terminal capabilities will be improved, which obviously will further activate the user's enthusiasm for phone replacement and is also beneficial for using this method to drive user purchases