On January 18th, a research report by CITIC Securities pointed out that with the continuous iteration and growth of large model capabilities, the differences between models are narrowing, Meta、 ByteDance, Xiaomi and other giants have begun to vigorously layout end-to-end AI and seize the entrance to AI agents. In 2024, potential end side AI explosive products will emerge, and the cost curve of AI glasses will significantly decline. 2025 is expected to be the year of its explosive growth. Apart from mobile phones PC、 In addition to glasses and headphones, there is a huge potential base of end side AI. Home appliances, robots, smart cars, educational and office equipment, toys, and others all benefit from the trend of end side AI, and AI embedding will bring widespread hardware upgrades. Focus on aspects such as computing power, connectivity, storage, and electricity.
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