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Recently, at the Intel Artificial Intelligence Innovation Application Competition, Wang Chuandong, vice president of Lenovo Group and chief marketing officer of China, said that under the new ecology of AI PC, combined with the support of local personal large models, natural language interaction and hybrid computing power, AI application development will undergo subversive changes, and Lenovo is willing to work with Intel to accelerate the prosperity of AI PC application ecology, so that everyone can truly experience the intelligent productivity leap brought by AI PC.
Wang Chuandong pointed out that a real AI PC product should have five characteristics: first, it is embedded with personal agents to achieve multi-modal natural language interaction; secondly, the embedding of the personal model composed of the local model and the personalized local knowledge base; The third is the local hybrid AI computing power that is fully equipped with CPU+GPU+NPU as standard; Fourth, it is necessary to connect to an open AI application ecosystem. The fifth is device-level protection of personal data and privacy.
In terms of the actual implementation process, Wang Chuandong pointed out that it will take a period of maturity for AI PC to evolve to a complete state of five features. He divides the development of AI PC into two stages: AI Ready and AI On. In the AI Ready stage, the product has basic local hybrid AI computing power, which can provide basic guarantee for the software and service innovation of AI PCs, and start experience innovation, which is mainly manifested in the upgrade of chip computing architecture in the initial stage.
- PC definition
PC (Personal Computer) refers to a multi-purpose computer whose size, price, and performance are suitable for personal use. Personal computers have been around for more than 40 years since IBM began to introduce them in 1981. With the rapid expansion of the development of integrated circuits, the PC has entered the stage of ultra-large-scale integrated circuit computers.
By definition, there is currently no unified standard for the classification of PCs. This article defines a PC as a desktop computer and laptop computer that uses Windows, MacOS, or Linux operating systems based on personal use scenarios.
-- Lenovo's PC computer shipments continued to grow
In China's computer market, Lenovo Group occupies about 40% of the market. In 2020, due to the growth of demand due to the epidemic, Lenovo maintained a good growth momentum in Chinese mainland and further widened the gap with the second place HP.
-- In 2025, China's PC market will ship 67.66 million units
According to the latest IDC survey data, by 2025, the shipment scale of China's PC market will reach about 67.66 million units. Hu Wenjing, senior research manager of IDC China, believes that the future growth of the PC market will depend more on the population effect, and people are constantly migrating to urban areas. People follow the industry, and location factors such as economies of scale and transportation costs determine the industrial layout. With the further development and integration of cities, it will promote the rapid development of regional related advantageous industries, and the cluster effect will be more obvious. For example, high-performance integrated circuits concentrated in the Yangtze River Delta, UAV equipment adaptation in the Pearl River Delta, biotechnology in first-tier cities, high-end software and other industries. The changes in the city's population and industrial layout will release new PC market growth opportunities, and tracking and paying attention to the population inflow and industrial direction of each city will help to improve the development opportunities of the PC computer industry.
The "AI PC Industry (China) White Paper" points out that in the future, each individual can have their own AI PC and run their own "personal model", and AI PC will become an indispensable personal AI assistant for individuals, families and enterprises, and the PC industry ecology will undergo subversive changes to form a new AI PC ecology.
Wang Chuandong predicts that 2024 will be the first year of AI PC in China. IDC predicts that the proportion of AI PCs (including AI laptops and AI combiners) in the Chinese PC market will rise rapidly in the next few years, reaching 85% by 2027, becoming the mainstream of the PC market.
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