On October 13th, the Shanghai Municipal Commission of Economy and Information Technology issued the "Action Plan for High Quality Development of Shanghai's Intelligent Terminal Industry (2026-2027)". Among them, it is proposed that by 2027, the intelligent terminal industry in Shanghai will continue to grow and strengthen, with a total scale exceeding 300 billion yuan, creating more than 3 consumer grade terminal brands with global influence, cultivating 2 leading enterprises, and achieving three "10 million" scales, namely, the scale of artificial intelligence computers, artificial intelligence mobile phones, and artificial intelligence new terminals each reaching more than 10 million.
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Action Plan for High Quality Development of Intelligent Terminal Industry in Shanghai
(2026-2027)
Currently, the continuous transformation and breakthroughs of artificial intelligence technology have brought a new round of important development opportunities for the intelligent terminal industry. To thoroughly implement the national "Artificial Intelligence+" strategic deployment, cultivate and strengthen Shanghai's intelligent terminal industry, and establish the Shanghai intelligent terminal brand, this action plan is formulated. By 2027, the intelligent terminal industry in Shanghai will continue to grow and strengthen, with an overall scale exceeding 300 billion yuan, creating more than 3 consumer grade terminal brands with global influence, cultivating 2 leading enterprises, and achieving three "10 million" scales, namely artificial intelligence computers, artificial intelligence mobile phones, and artificial intelligence new terminals each reaching a scale of more than 10 million.
1、 Action to build core terminal products
1. Promote the accelerated development of artificial intelligence computers. Cultivate a leading brand of artificial intelligence computers, establish a production base with an annual output of millions of units, and support the comprehensive transformation of our city's traditional computer production capacity to artificial intelligence computers. Promote the development of artificial intelligence computers into the next generation intelligent productivity hub that integrates end-to-end large models, distributed computing power scheduling, and multimodal human-machine collaboration, and build the terminal carrying capacity of an intelligent computing power network with "end-to-end cloud" collaboration. Accelerate the application and optimization of end-to-end models, strengthen the collaboration between software and hardware, and continuously improve the level of computer intelligence.
2. Layout artificial intelligence mobile phone products. Cultivate artificial intelligence mobile phone terminal brands, accelerate the layout of artificial intelligence mobile phone production capacity, and fill the gap in mobile phone terminal capacity in our city. Promote the transformation of mobile interaction methods empowered by artificial intelligence, focus on breakthroughs in end-to-end large models and multimodal interaction technologies, and strengthen end-to-end reasoning capabilities through the combination of hardware and software. Encourage the development of AI native operating systems, deeply integrate voice intent understanding, environmental perception and other capabilities, and create intelligent assistants with real-time scene understanding and cross device collaboration.
3. Enhance the scale of intelligent computing power terminals. Accelerate the layout of edge intelligent computing integrated machine terminals, develop inference integrated machine products that support large model lightweighting, create plug and play artificial intelligence edge solutions, and accelerate the empowerment of artificial intelligence in thousands of industries. Build an intelligent computing server terminal industry cluster, enhance the optimization capability of the Wanka cluster system, gather high-quality domestic intelligent computing server enterprises, achieve a scale of billions, and drive the large-scale application of core components such as independent GPUs and interconnection modules.
4. Strengthen the terminal capabilities of robots. To create humanoid robot products that can listen, have emotional intelligence, intelligence, and skills, support the research and mass production of humanoid robot products, and accelerate the industrialization breakthrough of core components such as end side chips, dexterous hands, and batteries. Promote the coordinated development of industrial robots, focus on weak links such as key components and high-end complete machines, and fill the gaps in the industrial chain. Accelerate the penetration of robot terminal products into the consumer market, and create consumer grade robot products such as companion robots and home robots.
5. Support the upgrade of smart glasses capabilities. Accelerate the development of a number of smart eyewear head brands around the three forms of AR, MR, and VR eyewear products, forming a complete product matrix covering consumer, enterprise, and professional levels. Support enterprises to strengthen the end-to-end processing capabilities of smart glasses, focusing on breakthroughs in key technologies such as multimodal interaction, spatial computing, lightweight, low power consumption, high battery life, and full-color. Improve the developer ecosystem of smart glasses, create a new Internet portal, expand application scenarios, and accelerate the implementation of innovative applications in industries, medical care, education, disability assistance and other fields.
6. Cultivate satellite Internet terminal products. Continuously explore and expand business scenarios around the deployment and application landing requirements of low orbit satellite constellations, and build a terminal system covering fields such as ocean, aviation, and emergency. Build an intelligent production line for satellite terminals, establish a Shanghai brand for satellite terminals, and accelerate the formation of a 100000 level satellite terminal production capacity and shipment scale. Promote the development of supporting industries such as upstream phased array antennas, RF devices, and core chips, and build the core competitiveness of satellite terminals.
7. Stimulate the vitality of the silver haired economy terminal. We support the development of innovative products such as artificial intelligence hearing aids, autonomous driving wheelchairs, intelligent guide devices, wearable monitoring devices, home emotional companionship terminals, and intelligent bionic prosthetics, based on functional requirements such as health monitoring, perception enhancement, safety warning, and convenient communication. Promote the optimization of intelligent terminal functions and upgrade towards inclusiveness, intelligence, and emotionalization. Build a bridge connecting the elderly and disabled population with technological products, and accelerate the application and landing of terminals in the fields of elderly care and disabled care.
8. Launch industrial terminal products. Supporting enterprises to develop industrial control, industrial testing, supply chain management and other related terminal products that adapt to the development trend of advanced artificial intelligence technology, promoting the transformation of intelligent factories in production modes, achieving breakthroughs in production efficiency, and supporting the improvement of industrial production quality and efficiency. Encourage enterprises to integrate artificial intelligence technology into the construction of smart factories, apply large models in the production decision-making process, accelerate the expansion of industrial grade artificial intelligence terminal application scenarios, and promote the empowerment of new industrialization with artificial intelligence.
9. Accelerate future terminal research and development. Promote the layout of cutting-edge technology industries such as next-generation mobile communication, quantum computing, and photon computing. Carry out research on cutting-edge technologies such as advanced wireless communication, new network architecture, and integration of air, space, and earth; Promote breakthroughs in core difficulties such as algorithm error correction in the field of quantum computing, leverage the superiority of quantum computing, develop future terminal concept prototypes, and continuously explore penetration into vertical industry applications, forming characteristic application scenario templates.
10. Innovate new consumer terminal products. Empowered by artificial intelligence technology, more intelligent terminal "new species" are born. Develop products such as smart car terminals, smart wearable terminals, smart education terminals, smart companion terminals, smart audio-visual devices, smart home terminals, smart security devices, smart cameras, holographic display terminals, etc.
2、 Terminal Key Technology Foundation Building Action
11. Strengthen the layout of end side artificial intelligence chips. Accelerate the layout of core chips such as SoC and CPU to meet the demands of various terminal products such as mobile phones, computers, and glasses, covering the three major technology routes of X86, ARM, and RISC V. Relying on the computing power chip capabilities of servers, actively layout the development of end side GPU chips. Support breakthroughs in key technologies for 3D heterogeneous integration, explore new storage technology routes, support the development of near memory and in memory computing technologies, and support the improvement of chip platform computing power and power consumption levels.
12. Improve the performance of the end side model. Support the development of large-scale models for intelligent terminals and create a group of competitive end-to-end model products. Accelerate the research and development of lightweight multimodal end side model technology, and promote the application of model compression techniques such as distillation, pruning, and quantification in end side models. Through high-quality corpus input and algorithm optimization, the end-to-end model can achieve a level of intelligence similar to that of cloud based large models in various vertical application scenarios.
13. Promote collaborative innovation between software and hardware. Strengthen the collaborative optimization of hardware and software, promote deep cooperation among chip, model, and terminal enterprises, and achieve cross layer joint debugging and optimization of chip architecture and model structure. Promote the application deployment of end-to-end models in various terminals, fully tap into the hardware capabilities of end-to-end models, and significantly improve the actual operational efficiency and energy efficiency ratio of end-to-end models. Encourage enterprises to build intelligent agent platforms and connect various application programs. Support lightweight and highly compatible AI inference engines to achieve mainstream deep learning frameworks and end-to-end deep adaptation.
14. Strengthen the capability of intelligent modules. Strengthen multimodal perception capabilities, connect multiple sources of signals such as cameras, microphones, gyroscopes, and radars, and establish a unified intelligent sensor data fusion framework. Promote the development of edge computing module integrating the reasoning capability of end side model, and enable the intelligent capability of traditional end products. Support the research and development of multi band fusion modules for 6G and satellite communication, achieving low latency, high reliability, and universal connectivity for intelligent terminal communication. Focusing on the three major fields of intelligent cockpit, autonomous driving, and intelligent chassis, we support the research and development of advanced technologies for automotive electronic modules, and enhance the upstream industry level of automotive electronics.
15. Promote the development of next-generation display technology. Focusing on key technical indicators such as lightweight, low power consumption, high resolution, and large field of view, we will promote iterative innovation of key components such as Micro LED, silicon-based OLED, optical waveguide lenses, and core display chips to continuously improve product performance. Support the research and development of high-end equipment such as vapor deposition machines, large-scale transfer, and MOCVD, accelerate the mass production of full-color microdisplays, and break through key technologies such as backplane drivers, high PPI arrays, and heterogeneous processes.
3、 Industrial Ecological Environment Optimization Action
16. Enhance the competitiveness of Shanghai's intelligent terminal brands. Collect a list of smart terminal brands in Shanghai, strengthen the support of the Shanghai Manufacturing Brand Special Policy for smart terminals in our city, and enhance the brand operation capabilities of enterprises. Encourage more internationally influential consumer electronics exhibitions to be held in Shanghai and increase the promotion of Shanghai's terminal brands. Make good use of the national and our city's "trade in" policy, encourage eligible districts to establish district level "trade in" subsidies, and provide subsidies for the sales and leasing of independent brand innovative terminal products. Provide support for key links such as core chips, end side models, modules, and boards through high-quality special funds. Make good use of artificial intelligence industry support funds such as computing power coupons, model coupons, and corpus coupons to support terminal enterprises in accelerating the application of artificial intelligence.
17. Build a large-scale production base for intelligent terminals. Enhance the subsidy for intelligent terminal enterprises through policies such as technological transformation, innovation, and smart factories, and strengthen support for the improvement of production line intelligence level. Through the special policy for productive service industry, support will be provided to industrial service enterprises in the field of intelligent terminal research and development, warehousing and logistics, inspection and testing, supply chain management, etc. Support the construction of intelligent terminal pilot platforms and software and hardware adaptation centers, enhance collaboration capabilities, and explore the concept verification of new artificial intelligence terminals.
18. Accelerate the formation of industrial agglomeration effects. Deepen urban coordination and accelerate the development of key smart terminal areas such as Pudong New Area, Songjiang District, Qingpu District, and Lingang New Area. Around the upstream and downstream industrial chain of intelligent terminals, we will create industrial clusters, accelerate the gathering of a group of competitive high-quality and innovative enterprises, form economies of scale, and drive breakthroughs in the scale of the city's intelligent terminal industry. Give full play to the role of industry associations, industry alliances and other industry organizations, regularly hold seminars and exchange meetings, formulate key industry standards, and create a "friend circle" for Shanghai's intelligent terminals.
19. Enhance financial support for industries. Increase financing support for terminal enterprises in our city through industry transformation funds, pilot funds, and other related industry investment funds. Fully leverage the role of state-owned capital as the parent fund, guide social capital and professional institutions to participate in investment and financing of the intelligent terminal industry, and encourage financial institutions to strengthen the guarantee of financing demand for intelligent terminals. Give full play to the role of state-owned enterprises, support various types of enterprises to actively participate in the development of the intelligent terminal industry, and encourage high-quality enterprises to carry out mergers and acquisitions in key links.
Encourage the promotion of intelligent terminal product applications. Support the opening of terminal application scenarios by the main enterprise of the intelligent terminal whole machine chain, and carry out the application of related chips and end side artificial intelligence operating systems. Guide intelligent terminal innovation products to increase their application in industries such as industry, education, healthcare, finance, and cultural tourism, leverage the driving role of government procurement in innovation, and promote the accelerated formation of economies of scale in products. We will focus on supporting the linkage of "product+scenario", carry out the selection of excellent cases of intelligent terminal+application scenario integration innovation, and promote the landing and promotion of products in the industry application field.
