Recently, QuestMobile released the 2025 China AI Terminal Ecosystem Development Research Report, revealing trends in fields such as smart wearables, smart home appliances, and smart cars. With continuous technological breakthroughs and the rapid rise of domestic computing power chips, lightweight and low-cost edge deployment has gradually become the mainstream in the market, and users' demand for intelligence is increasing day by day.
The report shows that the monthly active users of smart wearable apps have reached 159 million, an increase of 12.8% year-on-year. In terms of product categories, emerging products such as AI glasses, AR/VR headsets, and AI watches have quickly entered the market. For example, the monthly active users of Xiaomi glasses have reached 256,000, and the related application "viaim" of iFlytek AI earphones has also attracted 361,000 active users.
In the smart home field, the user base has reached 383 million, with an average usage of 60.7 times per person. Major mobile phone manufacturers and internet companies have all entered this market, creating a fiercely competitive environment. Data shows that the monthly active users of Xiaomi and Huawei's smart home apps have reached 114 million and 42.25 million respectively, while Baidu and Alibaba's smart speaker products are also continuously growing.
In the smart car field, L2-level assisted driving has become the mainstream configuration, with a vehicle installation rate of as high as 69.4%. At the same time, intelligent in-vehicle applications have also developed rapidly, with the installation rates of precise positioning systems and high-precision maps being 20.9% and 8.3%, respectively. These developments together have built a "super space intelligent entity" centered on smart homes and smart cars, integrating AI technology deeply into users' lives.
The report points out that embodied intelligence has become an important bridge for AI applications in both consumer and industrial fields, attracting a large amount of investment, with the number of industry financing events reaching 409. With major companies making layouts, space intelligence has become an important direction for future AI development, marking that AI technology will move from virtual to reality.
Key Points:
🌟 AI phones and AI PCs have become the core access points for users' intelligent life, promoting the popularity of wearable devices.
🏠 The user base of smart home app has reached 383 million, and competition among major manufacturers is becoming more intense.
🚗 L2-level assisted driving has become the mainstream, and the smart car field is developing rapidly, enhancing user experience.
