Recently, Lenovo and IDC, an authoritative market research organization, jointly released the industry's first "AI PC Industry (China)**".This comprehensive disclosure of the future development trend of the AI PC industry, from technical characteristics, industrial ecology to market trends and other dimensions.
First of all, AI PCs have powerful computing power and data processing capabilities, which can quickly process massive amounts of data and conduct in-depth Xi.
Second, AI PC can realize real-time data sharing and rapid update through close collaboration between the cloud and the computer. Finally, AI PCs run large language models independently on the computer, which can realize advanced functions such as natural language processing and intelligent speech recognition.
As a transformative technology, AI PC will bring us a more efficient work and life experience, and promote social progress and development.
AI PC profoundly subverts the definition of traditional PC. On the basis of inheriting the functions of the original PC, the AI PC is upgraded from a tool attribute to an assistant attribute in terms of functionBecome our personal "second brain".
Intel was one of the first vendors to propose the concept of AI PCs, and they expect to ship more than 100 million AIPCs by 2025, and have already reached cooperation with 100 ISV partners covering more than 300 AI acceleration functions. These partners will carry out in-depth cooperation in the field of AI PC, give full play to the advantages of all parties, and accelerate the implementation of AI transformation on the application side.
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.
This data shows the huge potential and growth space of the AI PC market. At the same time, the penetration iteration of AI PC in the Chinese market is expected to be completed soon, with a window period of only about 2 years. This means that the acceptance and demand for AI PCs in the Chinese market are growing rapidly.
After research and review, we have also sorted out several core income potential stocks worth paying attention to in the direction of AI PC, especially the last one, which is expected to take off and is worth paying attention to!
1.Emdoor information
At present, Emdoor Information is actively following up on mainstream technologies such as large language models and AIGC, developing a PC platform designed for generative AI, and generating images on the PC side through Stable Diffusion, so as to achieve the mission of popularizing cutting-edge technology.
2.Green Precision
Green Precision is a professional manufacturer of precision structural parts, providing comprehensive technical solutions and "one-stop" manufacturing and delivery services for end products such as AI PCs.
3.Nanxing shares
The only network of wholly-owned subsidiaries of Nanxing Co., Ltd. is a leading digital economy infrastructure service provider in China. The company has cooperated with Microsoft and OpenAI to launch a new product - Xiaolu AIGC intelligent assistant.
4.Transwarp Technology
Vector database is the core component of AI PC, and the company has landed a vector database solution based on Xeon processor (CPU deep binding), and the company's vector database business is expected to benefit significantly.
5.Finally, I also selected a core leading company, or will be the first leader of the "AI PC concept", which is expected to take off in December, and the optimistic logic is as follows:
1. The company's main products include backlight display modules, optical components, precision structural parts, etc., which are widely used in notebook computers, tablet computers, desktop monitors, vehicle screens, VR display products and other fields.
2. Set market hotspots, small-cap stocks, with a market value of less than 5 billion, easy to rise.
3. Technically, this ticket has broken through the platform, the stock price is in an upward trend, and the main force is more obvious, and it is expected to usher in a wave of main rising waves.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended.