中科創達(300496.SZ):在各大品牌廠商推動下,今年AI手機開啟放量增長趨勢
格隆匯10月8日丨中科創達(300496.SZ)在投資者關係活動上表示,智能手機是端側智能的具體場景之一,手機產業經過多年的發展已經相對成熟,但是從智能手機行業發展來看,未來還將迎來回暖復甦,市場增長強勁的潛能。根據最新的報道,IDC分析稱,“下半年手機市場的增長主要受Android機型的帶動,預計今年Android手機的增長將達到7.1%;AI手機作為行業創新方向,為市場注入了增長活力,在各大品牌廠商推動下,今年AI手機開啟放量增長趨勢,產品滲透率正逐步提升。IDC預計,到2024年底AI智能手機將實現344%的強勁增長,佔據整個市場18%的份額。”隨着更高算力芯片的推出,硬件基礎已準備就緒,為手機產業帶來巨大的技術變革。隨着AI手機技術的不斷滲透,需要將操作系統和最新的芯片技術進行迭代升級。在軟件的賦能下,終端設備能夠本地處理更加複雜的智能化任務,比如實時語音識別、圖像處理、自然語言理解、手機助手等多個場景,將大大提升用户體驗。同時,端側處理提高了應用的實時性和可靠性,從而促進端側設備執行更高效的智能化運算和應用。伴隨端側智能化技術發展,將進一步推動軟件研發需求的遞增。
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