产业链利好!微软发布两款AI PC
稀土掘金
发表于 2024-3-22 10:56:43
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据介绍,新品将搭载基于英特尔酷睿Ultra或高通骁龙X Elite的处理器,配备新一代NPU,以增强AI性能。两款产品自3月22日起在微软官方商城开启预售。
AI PC有望在头部品牌影响力驱动下打开市场空间。研究机构Canalys发布的最新报告显示,2024年标志着传统PC向AI PC的重大转变,预估今年全球AI PC出货量4800万台,占PC出货总量的18%。
Canalys预计,2025年全球AI PC出货量将超1亿台,占PC出货总量的40%;到2028年,全球AI PC出货量2.05亿台。2024年至2028年复合年增长将达44%。
兴业证券表示,微软等各大科技巨头将AI大模型应用在PC等终端设备,边缘侧AI渗透有望加速,继而带动算力需求爆发,服务器、AI芯片、光芯片、存储、PCB板等环节价值量将大幅提升。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.