Tianfeng Securities’ Zhao Xiaoguang The smartphone industry is still significantly underestimated

Zhao Xiaoguang of Tianfeng Securities believes the smartphone industry is still greatly underestimated

【Phoneauto News】According to Phoneauto, Zhao Xiaoguang, Vice President and Director of Research at TF Securities, recently pointed out that the smartphone industry has been severely underestimated since May and will continue to be so in the future. In his opinion, the industry’s “internal competition” has ended, no one is expanding production, no one is making capital expenditures, there is no inventory, no expansion, and performance and valuation are at historically low levels.

Smartphones

However, he believes that the revolution brought about by AI models is the most fundamental productivity and production relationship for future economic development. If we look at it from a cycle of several decades, we are currently at the end of the previous technological revolution and the beginning of a new technological revolution. It is difficult to expect this cycle to be fully interpreted in one or two years. It will take a cycle of 10 years or longer to achieve it.

In the past few years, the smartphone industry has experienced fierce competition, with major manufacturers competing to launch various innovative products to gain market share. However, as the market becomes saturated, competition is gradually becoming rational, and the industry has entered a new stage. In this stage, companies are no longer blindly pursuing scale expansion, but instead focus on product quality, technological innovation, and user experience. This undoubtedly lays the foundation for the long-term development of the smartphone industry.

Smartphones

At the same time, the emergence of AI models has brought unprecedented opportunities to the smartphone industry. The application of AI technology can not only enhance the intelligence of smartphones but also provide users with more convenient and personalized services. For example, through AI technology analyzing user habits, smartphones can recommend more suitable applications and services; in terms of photography, AI technology can automatically adjust shooting parameters based on the scene, allowing users to easily take high-quality photos. All of these provide unlimited possibilities for the future development of the smartphone industry.

Currently, the smartphone industry is at a critical stage of development. After a period of decline, the industry is gradually emerging from the difficulties and embracing new challenges and opportunities. In the next decade or even longer, the smartphone industry is expected to experience an unprecedented transformation. And at the core of this transformation, it is likely to come from the revolutionary breakthrough brought by AI large models.

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