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Southwest Securities: End-side AI will lead a new round of terminal innovation cycle
Babbitt News Southwest Securities Research Report pointed out that smart devices, as the carrier of AI to reach users, AI terminals will bring a new round of innovation cycle in the industry. AI development is shifting from software-led to hardware + software parallel drive, and smart devices, as the ultimate carrier for AI to reach users, are becoming an important breakthrough in the future development and implementation of AI. Since the second half of 2023, terminal manufacturers and chip manufacturers have begun to intensively deploy device-side AI, and the integration of AI models with mobile phones, PCs, wearable devices, XR, etc., will bring long-lost software, hardware, and ecological innovation to the terminal industry, produce innovative interaction methods and audio and visual experiences, and the curtain of device-side AI has been opened.