China Oppo believes AI will boost demand and is not concerned about market bubble

OPPO Pushes Forward with Expansive AI Strategy

Chinese smartphone giant OPPO is taking an assertive stance on artificial intelligence (AI) as a driver of future mobile demand, indicating full confidence in the transformative power of AI and rejecting worries about a potential market "bubble." At the OPPO AI Tech Summit during MWC 2025, the company announced plans to deliver generative AI experiences to 100 million users globally by the end of 2025, doubling its ambitious target from the previous year[1].

Key Pillars of OPPO’s AI Roadmap

• Functional and System-Level AI: OPPO is expanding from feature-specific applications to system-level integrations, ensuring AI is deeply embedded in devices for improved performance, security, and privacy[1].
• Collaboration with Google: Through a technical partnership, OPPO will bring Gemini — Google's advanced AI model — directly into native OPPO apps, like Notes and Calendar. Upcoming updates will include support for Gemini 2.0 and leverage Google Cloud’s Confidential Computing for enhanced privacy[1][6].
• Hardware and R&D Innovation: Working with chipmaker MediaTek, OPPO is optimizing device chips for real-time, energy-efficient AI processing. Technologies such as LoRA, Parallel Decoding Solution, and Mixture of Experts (MoE) are boosting on-device capability, while a robust cloud strategy underpins OPPO’s commitment to security[1].

Personalized, Agentic AI Features for Enhanced Everyday Experience

OPPO’s latest push involves personalized agentic AI designed for deeper and more intuitive user engagement. The company’s personalized AI Mind Space app serves as a knowledge hub, capturing, storing, and organizing content with conversational AI assistance. Users of the upcoming Find X9 Series will be able to leverage Gemini integration, enabling prompt-based information retrieval and personalized context creation[4].

• AI Productivity: Focused on streamlining daily tasks and knowledge management.
• AI Creativity: Enhances content creation — both textual and visual.
• AI Imaging: Drives advanced photo capabilities leveraging real-time AI analysis.

Continuous AI Innovation and Rapid Feature Rollouts

To keep pace with rising demand, OPPO is pledging monthly AI feature updates. Coming innovations include AI Search (system-level, multimodal natural language search), AI Call Translator (real-time multi-language call interpretation), and AI VoiceScribe (multi-context voice summarization across calls, meetings, and learning sessions)[1][2][4].

Global Impact and Market Outlook

Industry analysts project that global AI phone shipments will surge to 827 million units by 2027, with a compound annual growth rate exceeding 100%[3]. OPPO’s broad deployment strategy — including streamlined app rollout across 108 countries and regions through its open platform — positions it to capture significant market share in the fast-evolving AI mobile landscape[3].

Commitment to Security and Trust

With deeper AI integration comes expanded security measures. OPPO’s Private Computing Cloud, built on Google Cloud Confidential Computing, secures AI operations and data privacy across devices and user interactions[1][6]. The company remains focused on building trust, especially as young consumers grow more privacy-conscious in their embrace of agentic AI experiences[4].

Conclusion: Confidence in Generative AI’s Lasting Value

As concerns about AI market saturation circulate, OPPO maintains a clear stance: AI innovations are driving real demand and utility for users, not just hype. The company’s relentless focus on AI R&D, personalized experiences, and industry partnerships — including with Gemini and MediaTek — underscores its belief that AI will continue to reshape mobile technology in the years ahead[1][2][4].