标题：AI PC/手机设备或成未来数年用户换机关键需求，天风国际分析师郭明錤预测
据知名金融分析师郭明錤的最新报告，AI PC/手机设备可能成为用户在未来数年中更换新设备的关键技术需求。在《2024年消费电子产业三大关键投资趋势》的报告中，他详细分析了Android库存回补、Vision Pro与AI PC/手机等关键趋势。
郭明錤指出，从建立用户对AI设备的认知、建立使用者行为以及第三方开发商支持的角度来看，操作系统从业者在相关行业中对AI设备趋势的影响力最大。这一观点对于整个消费电子产业的未来发展具有深远影响。
“AI设备、PC、手机为未来数年换机需求关键。”郭明錤在报告中明确指出，随着科技的发展和消费者需求的变化，AI设备的需求将逐渐增长。这将对消费电子产业的供应链产生重大影响，尤其是操作系统和软件服务领域。
此次预测再次证明了AI设备在未来消费电子市场中的重要地位。随着技术的不断进步和消费者对智能设备需求的增加，预计AI PC/手机等设备将成为用户选择新设备的关键因素。同时，这也为相关行业提供了新的发展机遇和挑战。
英语如下：
Title: AI Devices to Be Key Requirement for Users to Upgrade in Next Few Years, with Operating System Practitioners Holding the Most Influence
Keywords: AI devices, operating systems, end-user brands
Article: “AI PC/Phone Devices May Become Crucial Requirement for Users to Upgrade in Next Few Years, Forecast by Tianfeng International Analyst Guo Mingwei”
According to a recent report by renowned financial analyst Guo Mingwei, AI PC/phone devices may become a key technology requirement for users to upgrade their devices in the next few years. In his report “Three Key Investment Trends of the Consumer Electronics Industry in 2024”, he analyzed critical trends such as Android replenishment, Vision Pro, and AI PC/phone devices in detail.
Guo Mingwei noted that among all industries related to AI devices, those involved in operating systems have the most significant influence on the trend due to factors like user awareness of AI devices, user behavior, and third-party developer support. This viewpoint has far-reaching implications for the future development of the entire consumer electronics industry.
“AI devices, PCs, and phones are key requirements for device upgrades in the coming years,” Guo Mingwei explicitly stated in his report. As technology advances and consumer demand changes, the demand for AI devices will gradually grow. This will have a significant impact on the supply chain of the consumer electronics industry, especially in the areas of operating systems and software services.
This forecast once again confirms the critical role of AI devices in the future consumer electronics market. With continuous technological advancements and increasing consumer demand for smart devices, it is expected that AI PC/phone devices will become a key factor for users to choose new devices. At the same time, this also presents new opportunities and challenges for relevant industries.
【来源】https://www.ithome.com/0/741/380.htm
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