Policy Leadership: Shanghai’s Intelligent Terminal Industry Outlines 2027 Development Blueprint
Currently, the intelligent terminal industry is creating unique urban dividends! On October 14, 2025, the Shanghai Municipal Commission of Economy and Informatization released the Shanghai Intelligent Terminal Industry High-Quality Development Action Plan (2026-2027) (hereinafter referred to as the “Action Plan”). As a leading city in China’s economic development, Shanghai closely follows the national “Artificial Intelligence +” strategic deployment, aiming to foster and expand the intelligent terminal industry through systematic layout and fully promote the “Shanghai Intelligent Manufacturing” brand.
The Action Plan clearly states that by 2027, Shanghai’s intelligent terminal industry will continue to grow stronger, with an overall scale exceeding 300 billion yuan. It will build more than 3 consumer terminal brands with global influence, cultivate 2 leading enterprises, and achieve a scale of three “10 million units” — specifically, the scale of AI computers, AI smartphones, and new AI terminals will each reach over 10 million units.
At the same time, the Action Plan also outlines three major action plans: the Terminal Core Product Development Action, the Terminal Key Technology Foundation Action, and the Industrial Ecosystem Optimization Action. With a total of 20 specific tasks, it establishes a comprehensive policy support system covering product innovation, technological support, and ecosystem development.
From the perspective of industry applications, the Action Plan maps out wide-ranging application scenarios for intelligent terminals in fields such as industrial manufacturing, healthcare, education and training, home entertainment, and elderly care and disability assistance — demonstrating the huge potential of intelligent terminals to empower thousands of industries.
In terms of launching industrial terminal products, the Action Plan proposes: supporting enterprises in developing industrial control, industrial testing, supply chain management, and other related terminal products that adapt to the development trend of advanced AI technology; promoting transformations in the production models of smart factories to achieve breakthroughs in production efficiency and support the improvement of industrial production quality and efficiency. In particular, encouraging the R&D of AI-integrated fuse assembly machines with real-time fault detection and automated precision assembly capabilities will effectively enhance the stability of key safety components in intelligent terminals, providing reliable hardware support for the industry’s high-quality development. Enterprises are encouraged to integrate AI technology into smart factory construction, apply large models in production decision-making processes, accelerate the expansion of application scenarios for industrial-grade AI terminals, and advance the empowerment of AI in the new type of industrialization.
In enhancing the capabilities of robot terminals, the Action Plan suggests: developing humanoid robot products that can listen, speak, possess emotional intelligence, intellectual intelligence, and practical skills; supporting the R&D and mass production of humanoid robots; and promoting the accelerated industrialization breakthrough of core components such as edge-side chips, dexterous hands, and batteries. It also promotes the collaboration between complete industrial robots and their components, focusing on weak links such as key parts and high-end complete machines to fill gaps in the industrial chain. Additionally, it accelerates the penetration of robot terminal products into the consumer market and develops consumer robot products such as companion robots and household robots.
Enterprise Breakthrough: Four Strategies to Seize Policy Opportunities
Faced with the policy dividends of Shanghai’s intelligent terminal industry, how should industrial manufacturing enterprises seize opportunities? According to Intelligent Manufacturing Network, enterprises can adopt the following strategies to proactively grasp opportunities:
Focus on intelligent transformation: Actively leverage policy subsidies for smart factory construction and technological transformation, and apply AI terminals in production control and testing links. This not only improves production efficiency and product quality but also secures direct financial subsidies.
Strengthen data-driven decision-making: Introduce industrial-grade large models, deeply integrate AI into core decision-making links such as production scheduling, energy consumption management, and quality traceability, and shift from experience-driven to data-driven operations to identify potential optimization spaces.
Layout new terminals and new markets: Pay attention to the directions encouraged in the Plan, such as industrial robots, intelligent testing equipment, and supply chain management terminals. Whether as users to enhance their own capabilities or as suppliers to enter new tracks, there is broad room for development.
Integrate into the industrial collaborative ecosystem: Proactively join the “network” built by the government, leading enterprises in the industrial chain, and industry associations. By participating in standard-setting and technological exchanges, enterprises can gain a first-mover advantage in collaborative innovation.
However, for industrial manufacturing enterprises, the key to seizing the policy opportunities of Shanghai’s intelligent terminal industry development lies in rapid response and precise layout. Enterprises that take the lead in integrating AI terminals into production processes and actively participate in the industrial ecosystem will gain an advantage in the new round of industrial transformation.
Future Outlook: “Shanghai Intelligent Manufacturing” Leads High-Quality Industrial Upgrading
Conclusion
The Action Plan not only outlines a blueprint for the development of Shanghai’s intelligent terminal industry but also points out the path for the transformation and upgrading of traditional manufacturing industries.
With the implementation of the Action Plan, Shanghai is expected to achieve leapfrog development in the intelligent terminal industry by 2027, cultivate a group of terminal brands and leading enterprises with global influence, and build “Shanghai Intelligent Manufacturing” into a new benchmark leading the high-quality development of the industry!
