Canalys：预计中国具备AI功能的个人电脑到2028年将达到3300万台

智通财经08-21

智通财经APP获悉，Canalys发文预测，中国内地具备AI功能的个人电脑（AI-capable PC，下称AI PC）将于2024年开始腾飞，到2028年将达到3300万台，占PC市场的73%。在AI PC时代，PC厂商在中国内地面临着前所未有的独特机遇。微软(MSFT.US)Copilot在中国内地缺乏本地实施路线图，这极大地限制了消费者和企业用户采用AI功能和产品的兴趣。但也为PC厂商和其他...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2461986741?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-08-21 11:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2461986741","market":"us","top_or_hot":-1,"title":"Canalys：预计中国具备AI功能的个人电脑到2028年将达到3300万台","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，Canalys发文预测，中国内地具备AI功能的个人电脑（AI-capable PC，下称AI PC）将于2024年开始腾飞，到2028年将达到3300万台，占PC市场的73%。在AI PC时代，PC厂商在中国内地面临着前所未有的独特机遇。微软(MSFT.US)Copilot在中国内地缺乏本地实施路线图，这极大地限制了消费者和企业用户采用AI功能和产品的兴趣。但也为PC厂商和其他...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1167474.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Canalys：预计中国具备AI功能的个人电脑到2028年将达到3300万台</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCanalys：预计中国具备AI功能的个人电脑到2028年将达到3300万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-21 11:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1167474.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Canalys发文预测，中国内地具备AI功能的个人电脑（AI-capable PC，下称AI PC）将于2024年开始腾飞，到2028年将达到3300万台，占PC市场的73%。在AI PC时代，PC厂商在中国内地面临着前所未有的独特机遇。微软(MSFT.US)Copilot在中国内地缺乏本地实施路线图，这极大地限制了消费者和企业用户采用AI功能和产品的兴趣。但也为PC厂商和其他...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1167474.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4576","symbol_name":"AR","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1167474.html","article_id":"2461986741","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2461986741","pubTimestamp":1724211644,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，Canalys发文预测，中国内地具备AI功能的个人电脑将于2024年开始腾飞，到2028年将达到3300万台，占PC市场的73%。Canalys最新的PC终端用户调查显示，在中国内地，许多大型企业已制定了明确的指导方针来将GenAI融合到其工作流程中，这一AI参与程度超过了英国、美国和德国等西方国家。Canalys AI PC定义最低要求是：拥有专用芯片组或模块以运行端侧AI工作负载的台式机或笔记本。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4576":"AR","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4566":"资本集团","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4525":"远程办公概念","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4577":"网络游戏","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4538":"云计算","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4503":"景林资产持仓","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","AAPL":"苹果","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4097":"系统软件","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4581":"高盛持仓","QCOM":"高通","BK4504":"桥水持仓","SMB":"VanEck Short Muni ETF","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","INTC":"英特尔","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4528":"SaaS概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4532":"文艺复兴科技持仓","MSFT":"微软","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4592":"伊斯兰概念","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4585":"ETF&股票定投概念"},"translate_title":"Canalys: China's AI-enabled PCs are expected to reach 33 million by 2028","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMB":1,"QCOM":0.9,"AAPL":0.8,"INTC":0.8,"MSFT":0.7},"content_text":"智通财经APP获悉，Canalys发文预测，中国内地具备AI功能的个人电脑（AI-capable PC，下称AI PC）将于2024年开始腾飞，到2028年将达到3300万台，占PC市场的73%。在AI PC时代，PC厂商在中国内地面临着前所未有的独特机遇。微软(MSFT.US)Copilot在中国内地缺乏本地实施路线图，这极大地限制了消费者和企业用户采用AI功能和产品的兴趣。但也为PC厂商和其他行业参与者提供了大量机会对AI PC在中国内地市场的发展和落地策略进行创新、实验和优化。2023年以来，中国中央政府大力提倡“新质生产力”，强调各行各业的创新，激发了各行业采用新技术、在传统经济领域进行创新的热情。科技公司和政府的一系列举措使中国社会对采用AI技术普遍持开放和乐观的态度。消费者和小型企业（SMB）也对AI增强型应用表现出积极的接受态度。但由于资源有限，小型企业渴望通过灵活、即插即用的解决方案将AI直接融入其业务运营当中。Canalys最新的PC终端用户调查显示，在中国内地，许多大型企业已制定了明确的指导方针来将GenAI融合到其工作流程中，这一AI参与程度超过了英国、美国和德国等西方国家。科技公司等从事互联网服务和IT基础设施的大型企业凭借其先进的数字化能力，较快地推进AI技术的采用。然而，一些相对传统的行业，如部分制造业等仍有待建立自己的数字化基础，尚未为AI做好充分准备。对于国有企业和政府部门来说，地方的采购条例和目前国产芯片的发展情况对端侧AI的推进带来一些限制。  但与此同时，中国内地的电信公司正在大力投资云基础设施，并专注于开发云上AI模型。这一转变可能会促进基于云计算的解决方案的发展，从而减少了对PC等硬件设备的依赖。为拓展中国内地AI PC市场，PC厂商们主要采取两种策略：直接提供AI PC的原始版本电脑：这种策略包括推出标准Windows功能和高性能硬件（如英特尔的Core Ultra或高通的Snapdragon X Elite等）的AI PC。这些PC不包含高级AI功能，而是依靠Windows 11升级来推动销售。由于缺乏产品层面的差异化，这种做法有可能使厂商处于防守位置。此外，Copilot在中国内地的落地尚存在不确定性，AI软件和应用未得到充分开发，可能会使普通AI PC的可用性有限，还会对基于云端的AI功能产生高度依赖，从而降低其吸引力。整合自研或者第三方AI功能的电脑：第二种策略则侧重于开发专有的AI功能和建立AI应用生态系统。联想和华硕等厂商正在采用这种方法，开发自己的AI智能体和应用，如联想的AI智能体 “小天助手 ”或华硕的AI创作应用“StoryCube”。这一策略需要大量投资，用于开发和维护AI应用，并与本地开发生态合作，创建一个强大的AI生态系统。除此之外，一些智能手机厂商正尝试利用其平台级开发专长，从智能手机到PC都配备创新的AI功能，并增强其设备生态系统之间的互联和互通性。要想充分利用中国内地的AI PC热潮，厂商就需要采取灵活、开放的方法。与本地软件厂商建立稳固的合作关系，并适应国内各地区的市场发展特点和变化趋势将成为捕获增长机遇的关键。随着AI PC市场的不断发展，战略创新和对本地市场的适应能力将决定着参与者能否在这一广阔的市场中取得成功。要在中国内地市场取得成功，厂商就必须满足消费者、小型企业、政府和国有企业等不同细分市场的独特需求。Canalys AI PC定义最低要求是：拥有专用芯片组或模块以运行端侧AI工作负载的台式机或笔记本。专用芯片组的例子包括：AMD的XDNA、苹果(AAPL.US)的神经引擎、英特尔(INTC.US)AI Boost和高通(QCOM.US)的Hexagon。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2461986741"}