Recently, the world's leading smartphone brands have been actively deploying AI phones to push AI models to land on the smartphone end side. Many market agencies believe that the AI mobile phone market is expected to expand rapidly. Looking at industry penetration trends, the latest forecast released by Counterpoint Research on June 22 indicates that the share of global smartphone shipments with generative artificial intelligence functions will rise to 45% in 2026, and it is expected to break through half of the mark and reach 52% in 2027, officially becoming the industry standard. According to the Securities Times and Databao statistics, there are 37 concept stocks in A-shares that lay out the AI mobile phone industry chain, covering various aspects such as chips, optical modules, acoustic devices, and OEM. Judging from the results, as of the close of trading on July 16, 7 stocks had issued announcements related to the 2026 semi-annual results. According to statistics in the order of the net profit report and the lower limit of the net profit forecast, Jiang Bolong expects net profit to increase year-on-year, and Baiwei Storage and Tongxingda are expected to turn losses into profits. AI mobile phone concept stocks have generally received institutional attention. Statistics show that 18 shares were rated by 5 or more institutions, accounting for nearly half of the total. Lansi Technology, Pengding Holdings, and iFLYTEK ranked among the top ranking agencies, with 20, 16, and 15 respectively.

Recently, the world's leading smartphone brands have been actively deploying AI phones to push AI models to land on the smartphone end side. Many market agencies believe that the AI mobile phone market is expected to expand rapidly. Looking at industry penetration trends, the latest forecast released by Counterpoint Research on June 22 indicates that the share of global smartphone shipments with generative artificial intelligence functions will rise to 45% in 2026, and it is expected to break through half of the mark and reach 52% in 2027, officially becoming the industry standard. According to the Securities Times and Databao statistics, there are 37 concept stocks in A-shares that lay out the AI mobile phone industry chain, covering various aspects such as chips, optical modules, acoustic devices, and OEM. Judging from the results, as of the close of trading on July 16, 7 stocks had issued announcements related to the 2026 semi-annual results. According to statistics in the order of the net profit report and the lower limit of the net profit forecast, Jiang Bolong expects net profit to increase year-on-year, and Baiwei Storage and Tongxingda are expected to turn losses into profits. AI mobile phone concept stocks have generally received institutional attention. Statistics show that 18 shares were rated by 5 or more institutions, accounting for nearly half of the total. Lansi Technology, Pengding Holdings, and iFLYTEK ranked among the top ranking agencies, with 20, 16, and 15 respectively.