Guangda Securities: AI PC deeply reforms the PC industry, and is expected to drive a new cycle of computer replacement.

Golden Ten Data reported on June 26 that Everbright Securities Research Report said that AI PC is a hybrid of AI models, applications and hardware devices, or terminals for AI inclusive applications. Its essence is the collaboration between the cloud and the local side, using the big data processing power of the cloud to enrich the local PC use scenarios, and relying on cloud computing power to improve the local performance balance. AI PCs have the advantages of large storage capacity, strong computing power, interactive modes, and rich carrying scenarios. The application scenarios currently covered by AI large models are highly overlapping with PCs, so AI PCs are called “the best carriers of large models”. Major manufacturers have laid out AI PCs, gradually improving AI PC products, the current PC replacement cycle has arrived, after a long period of latency procurement, the demand in the commercial field is expected to rise in 2024, 2024 or become the first year of AI PC.