Official data released by the Cyberspace Administration of China shows that by the end of June 2026, a total of 988 generative artificial intelligence (AI) services had finished national filing, marking that the standardized development of China’s generative AI industry has entered a mature stage. The supporting consumer terminal market is also embracing a major turning point. Relevant authorities predict that the sales volume of AI phones and AI personal computers (PCs) this year will surpass that of traditional non-AI terminals for the first time. The dual boom of AI software and hardware will foster a new growth curve for the digital economy.
According to the filing data published by Cyberspace China on July 10th, 120 new generative AI services obtained national filing approval from May to June this year. Another 68 AI mini-programs and embedded functions developed based on the APIs of filed large models completed local registration, bringing the total number of registered derivative applications to 598. In accordance with the Interim Measures for the Administration of Generative Artificial Intelligence Services, all AI products open to the public must display their filing numbers publicly. The complete filing system defines clear compliance boundaries for industrial innovation and eliminates institutional obstacles to commercial application.
The accelerated standardization on the supply side has directly driven a surge in demand for consumer hardware. An official from the High-tech Industry Department of the National Development and Reform Commission stated at an industry summit that the shipments of AI phones and AI PCs in China exceeded 100 million units in 2025, and the whole industry maintains rapid expansion momentum. Market research institution IDC forecasts that domestic shipments of new-generation AI smartphones will reach 147 million units in 2026, with a year-on-year growth rate exceeding 30%, and AI-enabled models will account for over 53% of the entire smartphone market. Coupled with the comprehensive popularization of AI PCs, the total sales of terminals supporting on-device large model operation and AI agent interaction are expected to exceed those of traditional mobile phones and computers without native AI capabilities for the first time in history.
A sound linkage logic has taken shape across the industrial chain. The nearly 1,000 filed large models cover full scenarios including office work, content creation, daily life services and industrial auxiliary applications, providing mature lightweight model adaptation solutions for terminal manufacturers. Leading mobile brands such as Huawei, Xiaomi, OPPO and vivo, alongside PC vendors including Lenovo and ASUS, have deeply integrated compliant generative AI functions and launched integrated terminals equipped with local smart assistants, document generation and image creation features. Statistics show that domestic native AI office intelligent agents receive more than 20 million monthly visits. The rising volume of on-device AI calls forms a positive feedback loop between software and hardware.
Industrial analysts pointed out that the large-scale filing of generative AI products signals an end to the unregulated rampant expansion of the sector. A standardized market environment has boosted manufacturers’ confidence in long-term investment. Meanwhile, the turning point in AI terminal sales means artificial intelligence has expanded from online internet applications to mass consumer hardware, unlocking trillion-yuan incremental space in the terminal market. The overall growth rate of China’s AI industry is expected to exceed 30%, benefiting the whole industrial chain covering computing chips, storage, terminal manufacturing and AI software services.
Industry practitioners also reminded that global memory and storage chip production capacity is largely tilted toward AI servers, and rising costs of upstream components have slightly compressed profit margins of terminal manufacturers. However, high-end AI hardware enjoys strong premium capacity, supporting sufficient profit resilience of leading enterprises. In the future, iterative progress in lightweight large model technology and improved domestic computing power supporting facilities will gradually cut costs of AI terminals, further accelerate nationwide popularization, and continuously fuel digital consumption and the transformation and upgrading of the real economy.