Mobile phone manufacturers are intensively launching flagship new products, which is expected to bring about a new wave of device upgrades

Recently, manufacturers such as Xiaomi, OPPO, vivo, Honor, and realme have successively launched flagship smartphones, and AI-enabled technological innovations are expected to bring a brand new user experience. Institutions believe that the concentrated release of AI smartphones by manufacturers is likely to accelerate the high-endization of smartphones and the arrival of a replacement wave, promoting the accelerated upgrade of the smartphone industry chain. According to a report by CMB International, the launch of several flagship new products equipped with Qualcomm and MediaTek chips is expected to speed up the high-endization of smartphones and the replacement cycle, driving the industry chain to upgrade rapidly. Research institution Counterpoint believes that in the long term, the trend of high-endization in the Chinese smartphone market will continue and strengthen its influence in the global high-end smartphone market. According to a report by Founder Securities, starting in 2025, as the penetration rate of AI smartphones continues to rise, coupled with the impact of Apple's innovation cycle, new technologies in the industry are expected to prevail, leading to a new wave of replacements