7月15日，国家网信办首次为手机端侧AI单独开放备案渠道，苹果智能、华为小艺、OPPO AndesGPT等7款大模型获得备案资格[1]。同日，《人工智能拟人化互动服务管理暂行办法》正式实施，推动行业从情感陪伴型AI向任务执行型AI Agent转变，字节豆包、阿里千问等随之下线部分情感陪伴功能[1]。这一系列政策调整为AI手机产业明确了发展方向。
市场需求空间巨大。Counterpoint预测2026年搭载生成式AI的智能手机将占全球出货量的45%，到2027年这一比例将升至52%[1]。在中国市场，IDC预计2026年新一代AI手机出货量将达1.47亿台，同比增长31.6%，占整体市场53%[1]。随着市场扩张，芯片成本也在上升，二季度DRAM合约价环比涨超50%，NAND涨幅接近75%[1]。
为抢占入口控制权，各厂商采取了差异化的技术路线。荣耀推出Robot Phone，在机身顶部加入四自由度钛合金机械云台，并推出AgenticOS操作系统[1]。阶跃星辰发布的STEPX Neo采用原生智能体操作系统Step AOS，是唯一通过《人工智能终端智能化分级》L3最高等级认证的智能体手机[1]。努比亚NaviX Ultra联合字节豆包，采用A2A/MCP协议与超级APP深度集成[1]。围绕硬件形态、操作系统和生态协议的差异竞争，正在重塑智能手机产业格局。
China's regulatory landscape for artificial intelligence on mobile devices shifted significantly on July 15, when the Cyberspace Administration of China approved dedicated registration for on-device AI models for smartphones for the first time.[1] Seven large language models, including Apple Intelligence, Huawei Xiaoyi, and OPPO AndesGPT, received clearance on the same day.[1] Concurrently, the "Interim Measures for the Management of Anthropomorphic AI Interactive Services" came into effect, prompting platforms like ByteDance's Doubao and Alibaba's Qwen to discontinue certain emotional companion features.[1]
This regulatory shift reflects a broader industry transition from emotion-focused AI companions toward task-execution AI agents. Market forecasts underscore the momentum behind this transition: Counterpoint Research predicts that generative AI-enabled smartphones will represent 45% of global shipments by 2026, rising to 52% in 2027.[1] Within China specifically, the International Data Corporation projects that new-generation AI phone shipments will reach 147 million units in 2026, a year-over-year increase of 31.6%, accounting for 53% of the overall market.[1] Supporting this growth, memory component prices have surged, with DRAM contract prices climbing over 50% quarter-over-quarter and NAND prices rising nearly 75%.[1]
Competing device manufacturers are pursuing divergent technical approaches to establish market dominance. Honor unveiled the Robot Phone, featuring a four-degree-of-freedom titanium alloy mechanical gimbal atop the device and its proprietary AgenticOS operating system.[1] Aesir Labs released the STEPX Neo, employing a native intelligent agent operating system called Step AOS and standing as the only agentic smartphone certified at the highest L3 level under the "AI Terminal Intelligence Classification Standard."[1] Nubia's NaviX Ultra integrates with ByteDance's Doubao platform through A2A and MCP protocols, achieving deep integration with super-apps.[1]
