Since the advent of ChatGPT, the AI large model boom has been surging for nearly a year, and with the gradual implementation of software and hardware-related applications, the "AI+" theme** has become the focus of the market, among which AI PC has attracted special attention because of the frequent actions of industry giants.
Combined with Intel, Microsoft and Lenovo Group's multi-party layout of the big moves,2024 may become the first year of AI PC。In this context, A-share related listed companies have also been closely watched, including Siquan New Materials, Xinhai Technology, and many other companies, which were sharply lifted on December 11, and Xinhai Technology rose by more than 12% in a day.
What exactly is an AI PC? How much of a catalyst can it bring to the industry, and what is the market outlook? Which A-share listed companies are involved?
What is AI PC? Can it replace a traditional PC?
AI PCs are computers with built-in AI functions that have built-in AI in PCs (Personal Computers).
Through the computer's own computing power and close collaboration with the cloud, the AI large language model can run independently on the personal computer. While assuming the functions of the original PC, such an AI PC can truly become an AI assistant and a "second brain" for individuals, further unleashing their creativity while facilitating life and work.
Compared to traditional PCs and specialized smart PCsI carried itAI PCs with AI large language models will have a variety of functions such as natural language processing and image recognition, and provide more simplified interactions- Imagine not even having a keyboard or mouse, and using only voice dialogue to start and run the functions of a computer that would otherwise be cumbersome.
Looking back on the history of the PC market, we can find that in the development of the PC industry,Only products that have leapfrogged improvements in ease of use and versatility can greatly promote market popularization and user iteration, lead a sales boom, and incubate global industry giants
In the year, IBM launched the world's first personal computer, the IBM PC5150, and the PC industry was officially born. At this time, PC operation was extremely dependent on character commands, and the threshold for getting started was high, and it was generally regarded as a professional electronic device.
In the same year, Apple launched the first personal computer with a graphical user interface, and then Microsoft also launched the Windows operating system, which greatly lowered the threshold for PC use, and the market expanded rapidly.
At the beginning of the century, because of the bursting of the Internet bubble, the PC industry experienced a period of depression. But with the popularity of laptops, the industry began to recover gradually. Companies such as Lenovo and Asus are gradually occupying an important position in the global PC market.
year, global PC shipments created 3The record of 6.5 billion units, this record has been held for more than ten years, and it is still the pinnacle of the industry today. With the popularity of smartphones and tablets, global PC shipments have been spiraling since then.
The PC industry has reached the current node, AI+PC, which can be said to take what they needPC meets the local computing power requirements of AI and the data privacy needs of users, and becomes the first terminal of personal AI. The characteristics of AI large language models with low entry threshold (which can be controlled only with human natural language) and a wide range of application scenarios will make PCs improve by leaps and bounds in ease of use and versatility.
In fact, AI PC is not uncommon in science fiction stories, but it was only a year after ChatGPT came out that science fiction was finally able to shine into reality with the targeted design of the hardware side.
SoWhen will AI PC products be launched? How big is the market space? Which "players" in the industry are worth paying attention to?
AI PC is coming next year! Pointing to the 100 billion market, which A-share companies are involved?
Since the beginning of this year, major manufacturers such as Qualcomm, Intel, and AMD have successively launched PC processors for AI large language models.
Among them, Intel's AI PC processor codenamed Meteor Lake, which Intel will officially launch at the AI Everywhere conference on December 14, has become an important catalyst for the recent AI PC concept.
With the acceleration of the deployment of leading chip manufacturers in PC AI scenarios, the AI PC products of major brands are expected to accelerate the landing. On October 24, Lenovo was the first to announce that the first AI PC will be available in September 2024. According to its demonstration at Tech World, Lenovo's AI PC products can run large models locally in an offline state and generate customized solutions based on users' personal data.
In addition, HP, Dell, Acer and other PC manufacturers have also said that they will launch new AI PC solutions in 2024-2025. AMD expects PCs with the Ryzen 8040 series to go on sale starting in the first quarter of 2024.
Major manufacturers are gearing up,What is the outlook for the AI PC market?
In this regard, Intel officially **, by 2025, Intel will ship more than 100 million AI PCs.
And according to Qunzhi Consulting**:
With the release of AI CPUs and Windows 12, 2024 will become the first year of large-scale shipments of AI PCs, and it is estimated that the global AI PC shipments will be about 13 million units in 2024, with a penetration rate of about 7%;
From 2025 to 2026, AI PC shipments will continue to maintain a double-digit annual growth rateToIn 2027, global AI PC shipments will reach 1500 million units, the penetration rate increased to 79%.
In other words,GlobalThe PC industry is expected to enter the AI era in the next five years.
In terms of price, in the next five years, in the consumer market mainly for individuals and families, the average unit price of AI laptops will be between 5500-6500 yuan, and the average unit price of AI desktop computers will be about 4000 yuan, and after 2024, with the growth of demand and the improvement of AI performance, **will be steady**. The sales of AI PCs will be dominated by notebooks, and the combined sales of AI laptops and AI desktops will climb rapidly from 14.1 billion in 2023 to 131.2 billion in 2027, an increase of 83 times.
In terms of the Chinese market, according to IDC**,The penetration rate of AI PCs (excluding AI tablets) in the Chinese market is expected to reach 75% by 2024. In other words, the window period for high-speed penetration iteration is only about 2 years.
withThe PC industry has entered the AI era, and the domestic related industrial chain will also benefit, including brands, structural parts, storage, foundry and system integration. Recently, many companies have also responded to this in public news, such as JMicron Intelligence, Changying Precision, etc. The author has compiled some AI PC industry chain companies for readers' reference.
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