10月14日晚间，智能手机品牌vivo在北京隆重召开新品发布会，正式推出了vivo X200、vivo X200 Pro及vivo X200 Pro mini三款全新旗舰手机。
撰文：李星
vivo正式发布vivo X200系列新机，多重卖点助力2024年市场表现
10月14日晚间，智能手机品牌vivo在北京隆重召开新品发布会，正式推出了vivo X200、vivo X200 Pro及vivo X200 Pro mini三款全新旗舰手机，同时发布了一系列引领未来的“蓝科技”，为全球消费者带来了前所未有的科技体验。
在影像技术方面，vivo与传感器厂商联合研发的蓝图x索尼LTY-818传感器首次亮相。这款传感器采用22nm制程工艺，其视频能力更是超越了1英寸大底传感器，为手机摄影带来了革命性的提升。vivo还将蓝心大模型的AI能力融入系统层面，推出了全新的OriginOS 5系统，对系统底层进行了多项优化，使得系统运行更加流畅快速。
芯片方面，vivo与联发科联合定义了天玑9400芯片。这款芯片不仅性能强劲，还因vivo蓝晶技术的加入而自带V2芯片功能，完整支持V2芯片的影像能力。同时，vivo宣布与arm成立联合实验室，共同深耕芯片底层技术，推动手机芯片行业的持续进步。
屏幕方面，vivo X200采用了“蔡司大师色彩屏”，分辨率达到2800*1260，全局亮度1600nit，局部峰值亮度4500nit，并支持120Hz高刷和2160Hz高频PWM调光，为用户带来了更加出色的视觉体验。
系统层面，vivo X200适配了全新的OriginOS 5系统，加入了原子岛功能和小V圈搜功能，使得手机更加智能化和便捷化。同时，蓝心小V也进行了升级，可与用户进行深度对话，提供更加个性化的服务。
一、蓝海续航系统，挑战低温极限
vivo X200系列搭载了全新的蓝海续航系统，其中包括-20度半固态低温电池技术和第三代硅负极技术。这两项技术的结合，不仅让手机在极寒条件下依然能够保持良好的工作状态，还显著提升了电池的能量密度。一粒花生米大小的电池容量，就足以支持vivo X200高清视频播放1小时。此外，vivo还与联发科联合优化功耗，进一步延长了手机的续航时间。
二、蓝图影像技术，重塑手机摄影
影像方面，vivo X200系列引入了蓝图影像技术，与传感器厂商联合研发了全新的镜头传感器。vivo X200配备了5000万像素的IMX921传感器主摄，以及同样5000万像素的潜望式长焦镜头和超广角镜头，形成了强大的三摄系统。特别是潜望式长焦镜头，支持最高100x变焦，并配备了蔡司T*镀膜，极大地提升了拍摄画质。同时，vivo X200 Pro更是配备了蔡司2亿像素超级长焦镜头，堪称“长焦灭霸”，为手机摄影树立了新的标杆。
三、蓝晶技术加持，天玑9400性能强劲
在处理器方面，vivo X200系列搭载了与联发科联合定义的天玑9400芯片。这款芯片采用了台积电第二代3nm制程工艺，集成了联发科第二代全大核CPU和12核旗舰GPU，性能强劲。特别值得一提的是，vivo蓝晶技术的加入，使得天玑9400芯片相当于自带V2芯片，完整支持V2芯片的影像能力，为用户带来更加出色的拍摄体验。
10月9日联发科正式发布旗舰5G智能体AI SoC芯片天玑9400。① CPU方面，天玑9400采用第二代全大核CPU架构，包含1个主频3.62 GHz的Cortex-X925超大核，以及3个Cortex-X4超大核和4个Cortex-A720大核，单核性能相较上一代提升35%，多核性能提升28%。制程采用台积电第二代3nm工艺，较上代同性能功耗降低40%，助力终端实现更长的电池续航时间。② NPU方面，天玑9400集成第八代AI处理器NPU 890，支持端侧LoRA训练和视频生成，LLM提示词处理性能提升80%，功耗节省35%，打造AI计算底座。③GPU方面，天玑9400的游戏性能、功耗控制、续航能力也有所提升。此外，天玑9400在ISP性能、5G通信、无线连接、移动显示等方面特性也有所提升。
四、无网通讯技术，突破连接限制
vivo X200系列还首发了公里级无网通讯技术。这项技术在无网无信号的环境下，通过蓝牙连接实现点对点、远距离通讯，并支持SOS文字广播、一对一语音/文字对讲、地图位置显示等功能，极大地提升了用户在特殊环境下的通讯能力。
五、OriginOS 5系统，智能体验再升级
系统方面，vivo X200系列适配了全新的OriginOS 5系统。该系统加入了原子岛功能，可在手机顶部实现关键任务、手机状态提醒，并根据用户习惯、日程信息主动提供AI服务建议。此外，新系统还加入了小V圈搜功能，全局唤起之后，划线画圈即可获得服务推荐。蓝心小V的再次升级，更是让手机与用户之间的对话变得更加自然、流畅。
10月10日，vivo在2024开发者大会上正式发布OriginOS 5系统大版本更新，将于11月起对适配机型陆续开放升级。OriginOS 5将Jovi语音与蓝心小V正式合并，语音交互更加自然，并且使用AI重构系统体验，带来了原子岛功能、小V建议、小V记忆、小V跨端、小V写作、视频语义搜索、小V时光剪影、小V帮记等多项AI功能。
六、设计精美，配色丰富
在设计方面，vivo X200系列新机采用了全等深微四曲设计，并融入了水纹云阶设计元素，使得机身在转动中展现出五彩斑斓的光影效果。同时，新机还提供了宝石蓝、钛色、白月光、辰夜黑四种精美配色供用户选择，满足了不同用户的个性化需求。
此次vivo X200系列的发布，不仅展示了vivo在智能手机领域的深厚技术积累和创新能力，也为全球消费者带来了更加出色的手机使用体验。未来，vivo将继续秉持“为消费者创造惊喜”的品牌理念，不断推动技术创新和产品升级，为全球消费者带来更多优质的产品和服务。
四季度手机供应链大狂欢开始
2024年第三季度，全球智能手机出货量同比增长5%，连续四个季度实现增长。这主要得益于新兴经济体的强劲需求，以及北美、中国和欧洲市场处于换机周期的早期阶段。
而随着联发科、高通相继发布旗舰SoC芯片，安卓厂商也将在第四季度密集发布手机新品：vivo除10月14日vivo发布b X200旗舰新品外，10月底前vivo有望继续发布iQOO13；此外OPPO预计将于10月相继发布K12 Plus、Find X8和一加13等新机；荣耀目前已确定于10月16日发布X60系列手机，10月下旬有望发布Magic7系列旗舰手机；小米预计将于10月底前发布搭载高通8Gen4旗舰SoC的小米15系列新机，同时产业界预计华为Mate70有望于11月发布，并搭载最新自研麒麟SoC和鸿蒙NEXT系统。
从供应链传出的消息显示，除了SoC、AI功能之外，多数新机在通信、光学影像、显示面板、指纹识别、电池与快充等硬件配置方面较往年也有明显升级。
其中受惠的供应链企业包括：组装制造方面有小米集团、传音控股、光弘科技、闻泰科技、华勤技术、闻泰科技、福日电子等，供应显示面板的企业包括京东方A、深天马A、维信诺、TCL华星等，供应手机摄像头模组和元器件的企业包括豪威、高伟电子、瑞声科技、联创电子、舜宇光学科技、丘钛科技、欧菲光、韦尔股份、思特威、水晶光电、蓝特光学、三赢兴、润芯微、丘钛微、信利光电、蓝思科技等，负责能源模块的企业则有电池与充电供应厂商：珠海冠宇、德赛电池、欣旺达、奥海科技、安克创新等，提供结构件/功能件/精密件生产加工的企业主要包括长盈精密、东睦股份、统联精密、精研科技、福蓉科技、银邦股份、福日电子、隆扬电子、昀冢科技、蓝思科技、伯思光学、思泉新材等，生产连接器及其它被动元器件的企业则包括立讯精密、电连技术、顺络电子、三环集团、洁美科技等，负责芯片生产、封装测试的企业主要为歌尔股份、环旭电子、天德钰、汇顶科技、韦尔股份、思特威、格科微、伟测科技、卓胜微、唯捷创芯、艾为电子、南芯科技、美芯晟、创耀科技等。
随着技术迭代与创新出现瓶颈，手机制造商将继续面临激烈的市场竞争，需要不断推出具有创新性和差异化的产品来赢得市场份额。包括折叠屏手机、卫星通讯技术、AI技术等都成为手机制造商的重要发力点。所以vivo、OPPO、华为、小米等国内手机厂商将继续加大对国内供应链企业的扶持力度，在充分利用供应链的创新技术与智力资源的同时，也推动国产供应链的不断成长壮大。
从整个市场环境来看，手机市场的复苏和增长为供应链企业提供了广阔的市场空间和发展机遇。而技术创新和升级将推动供应链企业的产品升级和转型升级。
此外，全球不断推行的绿色环保和可持续发展要求的提高，也将促进供应链企业的绿色转型和可持续发展，同时也会让一些拥有绿色环保新材料、新工艺、新技术的供应链企业在竞争中脱颖而出，为行业注入新的活力。
vivo took the lead, and the fourth quarter of the mobile phone supply chain carnival began
Editor: Lucien
vivo officially released the new vivo X200 series, with multiple selling points to help the market performance in 2024
On the evening of October 14, the smartphone brand vivo held a grand new product launch conference in Beijing, officially launching three new flagship mobile phones, vivo X200, vivo X200 Pro and vivo X200 Pro mini, and at the same time released a series of future-leading "blue technologies", bringing unprecedented technological experience to global consumers.
In terms of imaging technology, the Blueprint x Sony LTY-818 sensor, jointly developed by vivo and sensor manufacturers, was unveiled for the first time. This sensor uses 22nm process technology, and its video capabilities surpass that of the 1-inch outsole sensor, bringing a revolutionary improvement to mobile photography. vivo has also integrated the AI capabilities of the Blue Heart model into the system level, and launched the new OriginOS 5 system, which has made a number of optimizations to the underlying layer of the system to make the system run more smoothly and quickly.
In terms of chips, vivo and MediaTek jointly defined the Dimensity 9400 chip. This chip not only has strong performance, but also comes with the V2 chip function due to the addition of vivo blue crystal technology, which fully supports the imaging capabilities of the V2 chip. At the same time, vivo announced the establishment of a joint laboratory with ARM to jointly deepen the underlying technology of chips and promote the continuous progress of the mobile phone chip industry.
In terms of screen, vivo X200 adopts the "Zeiss Master Color Screen", with a resolution of 2800*1260, a global brightness of 1600nit, a local peak brightness of 4500nit, and supports 120Hz high brush and 2160Hz high-frequency PWM dimming, which brings users a better visual experience.
At the system level, vivo X200 adapts to the new OriginOS 5 system, adding the Atomic Island function and the small V circle search function, making the phone more intelligent and convenient. At the same time, Blue Heart V has also been upgraded, which can have in-depth conversations with users and provide more personalized services.
1. Blue ocean endurance system, challenging the low temperature limit
The vivo X200 series is equipped with a new blue ocean battery life system, which includes -20 degrees semi-solid-state cryogenic battery technology and third-generation silicon anode technology. The combination of these two technologies not only allows the phone to remain in good working order in extremely cold conditions, but also significantly improves the energy density of the battery. The battery capacity of one peanut is enough to support vivo X200 HD video playback for 1 hour. In addition, vivo has also worked with MediaTek to optimize power consumption, further extending the battery life of the phone.
2. Blueprint imaging technology reshapes mobile phone photography
In terms of imaging, the vivo X200 series introduces blueprint imaging technology and jointly develops a new lens sensor with sensor manufacturers. The vivo X200 is equipped with a 50-megapixel IMX921 sensor main camera, as well as a periscope telephoto lens and an ultra-wide-angle lens with the same 50-megapixel periscope, forming a powerful triple camera system. In particular, the periscope telephoto lens, which supports up to 100x zoom and is equipped with a ZEISS T* coating, greatly improves the image quality. At the same time, vivo X200 Pro is equipped with a Zeiss 200 million pixel super telephoto lens, which can be called "telephoto Thanos", setting a new benchmark for mobile photography.
3. With the blessing of blue crystal technology, Dimensity 9400 has strong performance
In terms of processors, the vivo X200 series is equipped with a Dimensity 9400 chip jointly defined with MediaTek. This chip uses TSMC's second-generation 3nm process technology, integrates MediaTek's second-generation all-large-core CPU and 12-core flagship GPU, and has strong performance. In particular, it is worth mentioning that the addition of vivo blue crystal technology makes the Dimensity 9400 chip equivalent to its own V2 chip, which fully supports the image capabilities of the V2 chip, bringing users a better shooting experience.
On October 9, MediaTek officially released its flagship 5G intelligent twins AI SoC chip, Dimensity 9400. (1) In terms of CPU, the Dimensity 9400 adopts the second-generation all-large-core CPU architecture, including one Cortex-X925 ultra-large core with a main frequency of 3.62 GHz, as well as three Cortex-X4 ultra-large cores and four Cortex-A720 large cores, with single-core performance increased by 35% and multi-core performance increased by 28% compared with the previous generation. The manufacturing process uses TSMC's second-generation 3nm process, which reduces power consumption by 40% compared with the previous generation of the same performance, helping the terminal achieve a longer battery life. (2) In terms of NPU, the Dimensity 9400 integrates the 8th generation AI processor NPU 890, which supports end-to-end LoRA training and video generation, improves the LLM prompt processing performance by 80%, saves power consumption by 35%, and builds an AI computing base. (3) In terms of GPU, the Dimensity 9400's gaming performance, power consumption control, and battery life have also been improved. In addition, the Dimensity 9400 has also improved its features in terms of ISP performance, 5G communication, wireless connectivity, and mobile display.
4.no network communication technology, breaking through the connection limit
The vivo X200 series also debuted kilometer-level networkless communication technology. This technology realizes point-to-point and long-distance communication through Bluetooth connection in an environment without network and no signal, and supports functions such as SOS text broadcasting, one-to-one voice/text intercom, map location display, etc., which greatly improves the user's communication ability in special environments.
5. OriginOS 5 system, the intelligent experience is upgraded
In terms of system, the vivo X200 series is adapted to the new OriginOS 5 system. The system has added the Atomic Island function, which can realize key tasks and mobile phone status reminders on the top of the mobile phone, and actively provide AI service suggestions based on user habits and schedule information. In addition, the new system also adds a small V circle search function, after the global arousal, you can get service recommendations by drawing a circle. The re-upgrade of the blue heart small V has made the dialogue between the mobile phone and the user more natural and smooth.
On October 10, vivo officially released the major version update of the OriginOS 5 system at the 2024 developer conference, and will be open to upgrades for compatible models from November. OriginOS 5 officially merges Jovi voice with Blue Heart V, the voice interaction is more natural, and uses AI to reconstruct the system experience, bringing a number of AI functions such as Atomic Island function, Xiao V suggestion, Xiao V memory, Xiao V cross-terminal, Xiao V writing, video semantic search, Xiao V time silhouette, Xiao V help, etc.
6. the design is exquisite, rich in color
In terms of design, the new vivo X200 series adopts a full-depth micro four-curve design, and incorporates the design elements of water ripple cloud steps, so that the fuselage shows colorful light and shadow effects in rotation. At the same time, the new machine also provides four exquisite colors for users to choose from: sapphire blue, titanium, white moonlight, and night black, which meets the personalized needs of different users.
The release of the vivo X200 series not only demonstrates vivo's profound technology accumulation and innovation capabilities in the field of smartphones, but also brings a better mobile phone experience to consumers around the world. In the future, vivo will continue to uphold the brand concept of "creating surprises for consumers", continuously promote technological innovation and product upgrades, and bring more high-quality products and services to consumers around the world.
The mobile phone supply chain carnival begins
In the third quarter of 2024, global smartphone shipments increased by 5% year-on-year, marking the fourth consecutive quarter of growth. This was mainly due to strong demand in emerging economies and the fact that North America, China and Europe were in the early stages of the replacement cycle.
With MediaTek and Qualcomm successively releasing flagship SoC chips, Android manufacturers will also intensively release new mobile phone products in Q4: vivo will release b on October 14 In addition to the X200 flagship new product, vivo is expected to continue to release iQOO13 before the end of October; In addition, OPPO is expected to release new devices such as K12 Plus, Find X8 and OnePlus 13 in October. Honor has confirmed that it will release the X60 series of mobile phones on October 16, and it is expected to release the Magic7 series flagship mobile phones in late October; Xiaomi is expected to release the Xiaomi 15 series equipped with Qualcomm 8Gen4 flagship SoC by the end of October, while the industry expects Huawei Mate70 to be released in November, equipped with the latest self-developed Kirin SoC and HarmonyOS NEXT system.
According to the news from the supply chain, in addition to SoC and AI functions, most of the new machines have also significantly upgraded their hardware configurations such as communication, optical imaging, display panels, fingerprint recognition, batteries and fast charging compared with previous years.
The supply chain enterprises that will benefit include: Xiaomi Group, Transsion Holdings, Guanghong Technology, Wingtech Technology, Huaqin Technology, Wingtech Technology, Furi Electronics, etc., the companies that supply display panels include BOE A, Shenzhen Tianma A, Visionox, TCL Huaxing, etc., and the companies that supply mobile phone camera modules and components include Haowei, Gaowei Electronics, AAC Technology, Lianchuang Electronics, Sunny Optical Technology, Q Technology, OFILM, Weir Co., Ltd., Smartway, Crystal Optoelectronics, Lante Optics, Sanyingxing, Runxin Micro, Qiu Ti Micro, Xinli Optoelectronics, Lens TechnologyThe companies responsible for the energy module include battery and charging suppliers: Zhuhai Guanyu, Desay Battery, Xinwangda, Olympian Technology, Anker Innovation, etc., and the enterprises that provide structural parts/functional parts/precision parts production and processing mainly include Changying Precision, Dongmu Co., Ltd., Tonglian Precision, Jingyan Technology, Furong Technology, Yinbang Co., Ltd., Furi Electronics, Longyang Electronics, Yunzuka Technology, Lens Technology, Bosi Optics, Siquan New Materials, etc., and the enterprises that produce connectors and other passive components include Lixun Precision, The companies responsible for chip production, packaging and testing are mainly Goertek, USI, Tiandeyu, Goodix, Weir, Smartway, Gekewei, Weice Technology, Zhuosheng Micro, Weijie Chuangxin, Aiwei Electronics, Nanxin Technology, Maxic, Chuangyao Technology, etc.
As technology iteration and innovation bottlenecks occur, mobile phone manufacturers will continue to face fierce market competition and need to continuously introduce innovative and differentiated products to gain market share. Including folding screen mobile phones, satellite communication technology, AI technology, etc., have become an important force for mobile phone manufacturers. Therefore, vivo, OPPO, Huawei, Xiaomi and other domestic mobile phone manufacturers will continue to increase their support for domestic supply chain enterprises, and make full use of the innovative technology and intellectual resources of the supply chain, while also promoting the continuous growth and expansion of the domestic supply chain.
From the perspective of the entire market environment, the recovery and growth of the mobile phone market provides a broad market space and development opportunities for supply chain enterprises. Technological innovation and upgrading will promote the product upgrading, transformation and upgrading of supply chain enterprises.
In addition, the continuous improvement of green environmental protection and sustainable development requirements around the world will also promote the green transformation and sustainable development of supply chain enterprises, and will also make some supply chain enterprises with green new materials, new processes and new technologies stand out from the competition and inject new vitality into the industry.
