Powered by the M3 chip, macOS offers AI capabilities that enable real-time speech-to-text, translation, text**, visual understanding, accessibility and more, running Microsoft Copilot for Microsoft 365, Canva and Adobe Firefly. Apple says the MacBook Air can also run optimized AI models, including large language models (LLMS) and diffusion models, for locally generated images with excellent performance.
According to Canalys**, AI PC shipments will exceed 50 million units in 2024. Intel CEO Pat Gel Gel said that the AI industry has now transitioned from the training stage to the deployment stage, and AI will become a key turning point in the PC industry, giving the goal of AI PC shipments exceeding 100 million units by 2025. Yang Yuanqing, chairman and CEO of Lenovo Group, recently defined the five characteristics of AI PCs in the future in a public speech. 1. Exclusive personal model; 2. Stronger computing power; 3. Larger storage; 4. Smoother natural language interaction, even voice and gesture interaction; 5. More reliable security and privacy protection. Lenovo expects the first AI PC to hit the market after September next year.
A variety of new AI PC products have been launched. Honor unveils the AI laptop MagicBook Pro 16. With platform-level AI capabilities and in-depth cooperation with technology giants such as Microsoft, Intel, and NVIDIA, this new product brings PCs into a new era of AI PCs. We believe that with the blessing of high-performance AI processors, the era of AI+N terminals has arrived, AI has changed not only PCs and mobile phones, but also technology empowerment will penetrate in an all-round way, and consumer electronics will also usher in new growth opportunities.
Related targets: foundries & terminals: Huaqin Technology, Lenovo, Quanta, Emdoor Information, etc.
Battery: Zhuhai Guanyu, Xinwangda, etc.
Structural parts & functional parts: Changying Precision, Lingyi Intelligent Manufacturing, Spring and Autumn Electronics, Laibao Hi-Tech, etc.
Heat dissipation: Zhongshi Technology, Feirongda, Siquan New Materials, etc.
FPC: Pengding Holdings, Dongshan Precision.
Chips: Longxun shares, Xinhai technology, Montage technology, Juchen shares, etc.
Optics: Sunny Optics, Gaowei Electronics, Qiu Technology, etc.
Risk warning: AI progress is less than expected, R&D progress is less than expected, and overseas ** friction is affected.