The best carrier for large models,AI PC provides new impetus for the development of the PC industry
There are many problems such as data leakage, transmission delay, and increasing operating costs in the cloud, which hinder the commercial application of large AI models, so embedding AI large models into terminal devices and forming a hybrid AI architecture is an important measure to promote the popularization of large models. The application scenarios of AI PCs are highly overlapping with the application scenarios currently covered by AI large models, and are known as "the best carrier of large models".
At present, chip processor manufacturers such as Qualcomm, AMD, and Intel have launched processors for AI PCs, and brand manufacturers such as Lenovo and Acer are also actively promoting the development of AI PCs. According to Canalys**, AI-compatible PCs are expected to have a penetration rate of 37% in 2025, and AI-compatible PCs will account for about 60% of all PC shipments in 2027. At the same time, AI PC will provide new momentum for the development of the PC industry, according to IDC's **, China's PC market will end negative growth due to the arrival of AI PC, and maintain a stable growth trend in the next 5 years.
AI PC stimulates the upgrading of underlying hardware technology
In the process of upgrading the AI PC industry, processor chips, memory, and heat dissipation are the main areas of benefit, and in addition, the growth of shipments in the PC industry driven by AI PC will also help promote the performance growth of midstream foundries and brand manufacturers.
1) In terms of processors, AI PCs basically adopt the heterogeneous scheme of "CPU + GPU + NPU". Qualcomm's Snapdragon X Elite is currently the only AI PC processor on the market that meets Microsoft's minimum computing power requirement of 40 tops. Benefiting from the customization and proprietaryization of AI requirements, ARM has given full play to its advantages to become the mainstream architecture of the whole platform, impacting more market share.
2) In terms of memory, AI PCs will increase the demand for next-generation DRAM chips. The operation of large AI models puts forward higher requirements for memory capacity, so the penetration rate of high-generation DRAM products such as large-capacity DDR5 and LPDDR5 X will increase.
3) In terms of heat dissipation modules, the release of NPU performance will bring more energy consumption, so AI PCs may give new solutions, and the proportion of liquid cooling technology may increase, according to market research company IDC**, by 2024, more than 75% of PCs will use liquid cooling technology.
pcPanorama of the industrial chain
In addition, AI PC will drive the growth of PC industry shipments, and also help promote the performance growth of midstream foundries and brand manufacturers.
(Featured Report**: Phantom Film and Television Industry).
An excerpt from the original report is as follows:
This article is for informational purposes only and does not represent any investment advice from us. 【Phantom Film and Television World].Organizing and sharing information is only recommended for reading, usersInformation obtainedFor personal study only, please refer to the original report for use.