知名分析师郭明錤在最新的报告中指出，AI设备、PC和手机将成为用户未来数年换机的关键需求。他认为，从建立用户对AI设备的认知，到建立使用者行为与第三方开发商支持，操作系统从业者在推动AI设备趋势中起着至关重要的作用。
报告中提到的三大关键投资趋势包括Android库存回补、Vision Pro与AI PC/手机。其中，AI设备被视为未来消费电子产业的重要发展趋势。郭明錤认为，随着AI技术的不断进步，用户对AI设备的认知将逐渐提高，从而推动相关设备的换机需求。
此外，他还指出，操作系统从业者在推动AI设备趋势中起着至关重要的作用。这是因为操作系统不仅是AI设备的核心组成部分，也是连接用户和AI设备的关键桥梁。因此，操作系统从业者需要在技术创新、生态系统构建等方面发挥重要作用，以推动AI设备的发展。
In a recent report, renowned analyst郭明錤 pointed out that AI devices, PCs, and smartphones will become the key drivers of device replacement in the coming years. He believes that from establishing user awareness of AI devices to fostering user behavior and third-party developer support, operating system developers play a crucial role in promoting the AI device trend.
The three major investment trends mentioned in the report include Android inventory replenishment, Vision Pro, and AI PC/smartphone. Among them, AI devices are considered an important development trend in the consumer electronics industry.郭明錤 suggests that as AI technology continues to advance, user awareness of AI devices will gradually increase, thereby boosting the replacement demand for related devices.
Furthermore, he points out that operating system developers are essential in driving the AI device trend. This is because the operating system is not only a core component of AI devices but also a crucial bridge connecting users and AI devices. Therefore, operating system developers need to play a vital role in technological innovation, ecosystem construction, and other aspects to promote the development of AI devices.
【来源】https://www.ithome.com/0/741/380.htm
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