In today's era of artificial intelligence, AIPC (AI Personal Computer) has become a new development trend. This kind of personal computer based on artificial intelligence technology can be intelligently operated and processed according to the needs of users, so as to bring users a more convenient and efficient work and life experience. With the resonance of chip and hardware manufacturers, the deterministic growth of AIPC has also been further promoted.
Recently, AMD and Intel, the two major chip giants, have launched a new generation of AIPC chips. AMD officially unveiled the Mi300X at its Advancing AI launch event on December 6, which is widely regarded as one of the most powerful AI chips on the market today. The first customers include well-known technology companies such as Microsoft, Meta and Oracle. At the same time, AMD also announced the next generation of AI PC products, the Ryzen 8000 series APU, with an overall computing power of up to 39TOPS, bringing more powerful performance to the PC market.
At the same time, Intel is not to be outdone. At the "AI Everywhere" launch event on December 14, Intel will officially unveil its first AIPC processor, Meteor Lake. The processor uses advanced process technology and a new architecture design to provide users with a more efficient and intelligent computing experience.
In addition to the active layout of chip manufacturers, hardware manufacturers have also followed up. Lenovo Group and IDC jointly released the industry's first "AI PC Industry (China)**The *** believes that in the future, each individual can have their own AI PC and run their own "personal large model". AI PCs will become indispensable personal AI assistants for individuals, families, and enterprises, presenting four values and five core characteristics. This also further shows that hardware manufacturers attach importance to and recognize the AIPC market.
In the AIPC industry chain, there are also a number of core companies that are also actively deploying. These companies cover various fields such as complete machines, CPUs, heat dissipation, EC chips, structural parts, backlight modules, and power supplies. The technologies and products of these companies play an important role in the AIPC market and provide strong support for the development of the entire industry chain.
To sum up, with the resonance of chip and hardware manufacturers, the deterministic growth of AIPC is constantly being verified. In the future, with the continuous progress of technology and the continuous growth of market demand, the AIPC market is expected to usher in a broader development space and richer application scenarios. For investors, it will be very important to pay attention to the core companies in the AIPC industry chain and the development trend of new technologies and products.
A shares