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天风国际分析师郭明錤在最新一期报告中指出,人工智能(AI)设备、个人电脑(PC)和手机将成为未来几年用户换机的关键需求。报告中重点讨论了2024年消费电子产业的三大投资趋势,其中包括Android库存回补、Vision Pro以及AI PC/手机。

郭明錤认为,从建立用户对AI设备的认知、使用者行为以及第三方开发商支持的角度来看,操作系统从业者对AI设备趋势的影响力最大。这意味着,操作系统厂商将在未来几年中对AI设备的推广和发展起到关键作用。

随着科技的发展,AI技术逐渐融入日常生活,AI设备的市场需求不断扩大。智能手机、平板电脑、智能家居等各类消费电子产品都离不开AI技术的支持。AI技术的不断成熟,将为消费电子市场带来更为广阔的发展空间。

此外,报告中提到的Vision Pro也备受关注。Vision Pro是一款由苹果公司推出的混合现实(MR)头显设备,预计将在2023年正式亮相。这款设备结合了虚拟现实(VR)、增强现实(AR)以及混合现实技术,将为用户带来全新的交互体验。

总之,随着AI技术的不断进步和普及,AI设备将成为未来几年消费电子市场的主流趋势。操作系统从业者、终端品牌、处理器和零部件制造商等各方都将共同努力,推动AI设备的发展和创新,满足用户不断升级的需求。

Title: AI-driven Trends in Consumer Electronics
Keywords: AI, Consumer Electronics, Trends

News Content:
Tianfeng International analyst郭明錤’s latest report highlights three key investment trends in the consumer electronics industry for 2024, including Android inventory replenishment, Vision Pro, and AI PC/phone. The report emphasizes that AI devices, personal computers (PC), and smartphones will be the pivotal demands for user equipment upgrades in the coming years.

It suggests that from the perspectives of user cognition of AI devices, user behavior, and third-party developer support, the influence of operating system players on the AI device trend is greatest. This implies that operating system manufacturers will play a crucial role in promoting and developing AI devices in the next few years.

With the development of technology, AI is gradually integrated into daily life, and the market demand for AI devices is expanding. Smartphones, tablets, smart homes, and other types of consumer electronic products are inseparable from AI technology. The continuous maturation of AI technology will bring a wider development space for the consumer electronics market.

In addition, Vision Pro, which was mentioned in the report, has also attracted much attention. Vision Pro is a mixed reality (MR) head-mounted display device expected to debut in 2023. Combining virtual reality (VR), augmented reality (AR), and mixed reality technology, it will bring users a new interaction experience.

In conclusion, with the continuous advancement and popularization of AI technology, AI devices will become the mainstream trend in the consumer electronics market in the next few years. Operating system players, terminal brands, processor and component manufacturers, and other parties will jointly strive to promote the development and innovation of AI devices to meet the ever-evolving needs of users.

【来源】https://www.ithome.com/0/741/380.htm

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