更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 苹果WWDC2024召开，AI升级是重心20240612 摘要 Apple Intelligence 将整合到iPhone、iPad 和 Mac 中，通过苹果自有芯片在端侧实现 语言理解和创建图像等功能，并提供全系统写作工具、邮件摘要和回复建议等功能，提 升用户体验和交互的自然性。 ·苹果宣布与 OpenAI 合作，引入 GPT-4支持的 ChatGPT 系统，用户无需关联OpenAI 账号 即可免费使用基础功能，并可选择付费使用更高级功能，表明苹果未来可能会接触更多 的大模型。 报数据力 ·苹果的新人工智能战略标志着端侧大模型升级的重要一步，强化了AI 重构终端的趋势， 有望带动新一轮创新周期，并带来新型AI 终端、换机需求以及软硬件层面升级等影响。 · 受益于苹果新战略的公司主要分为软硬件结合型和偏软件型两类，包括联想电脑、智慧 的产业趋势中具有潜在增量机会。 即将在6月 21 日召开的华为系列开发者大会也值得关注，预计将发布鸿蒙操作系统升 级和盘古大模型5.0，展示底层操作系统与大模型结合的新进展，相关受益公司包括服 务于华为果链的硬件及软件相关企 ...

免责声明本次电话会议仅服务于德邦证券研究所客户不构成投资建议相关人员应自主作出投资决策并自行承担投资风险德邦证券不对因使用本次内容所导致的任何损失承担任何责任 未经德邦证券事先书面许可任何机构或个人不得以任何形式复制刊载转载转发引用本次会议内容否则由此造成的一些后果及法律责任由该机构或个人承担本公司保留追究其法律责任的权利市场有风险投资需谨慎 嗯好的各位各位在下领导大家下午好我是德邦电子组长重方啊那我们啊就是也是很就是苹果苹果那边此前发布了一些AI相关的一些发布会那也是比较超这个市场预期的那所以这场的话我们也很荣幸请到了 国内手机大厂的专家来第一时间为我们解读一些行业的一些进展包括对于苹果此次AI的一些布局的一些相关的一些观点那话不多说我们还是我们首先的话还是那个请专家 帮我们介绍一下就是对于此次WDC大会苹果AI的一些布局的一些相关的一些看法包括苹果此次AI的一些亮点专家你好要不然您先开始开场做一个就是苹果AI的这个这个一个剖析跟整个的一个亮点的一个分析好 我就直接开始中间有任何的疑问可以随时打断然后我都可以直接给大家做任何的解答简单个人的一个介绍在国内的手机厂商负责AI方向的研究包括一些比较长远的一些技术 ...

MT每周的这个AI零和平化会议那么我们可以看到其实最近的话就像我们每周讲到的这个AI的产业来看从全球来看还是在这个持续的这个深化特别是像我们这样昨天凌晨苹果 WWEC2024这个会上那么苹果也是发布了自己的第一份这个AI的这个杂卷就是去构建了一个全新的AI帝国发布了这个个人化的智能系统Apple Intelligence那么包括他的这个智能助手的Siri也迎来了13年以来的一个重大的进化打造了苹果这个AI的群大同 那么除此之外的话,我们看到最新的像这个AI PC、AI 手机这些我们说专科 AI、AI 硬件转化进行也都是有很多的这个积极的一些进展。 另外包括在国内的大模型方面我们看到快手也是在上周发布了快手可领大模型它也是被誉为中国版的SORA能够去生成具备物理规律的两分钟的时长的1080P清晰度的视频以及的话我们看到包括在网上一周腾讯也是发布腾讯元宝就是AI Agent 然后国内的近期5月份到6月以来像宽敦天宫AI等等这些数据用户量又有一个大幅的提升所以说整个从全球来看无论是海外的巨头还是国内的一些大厂无论是这个AI的硬件端PC手机还有包括像苹果这样的配头入局还是说在应用大模型以及这个多模态的大模型以及应用端 ...

Summary of Semiconductor Industry Research Report Industry Overview - The report focuses on the **semiconductor industry** and its recent performance, particularly in relation to AI and consumer electronics demand recovery [2][3][5]. Key Points Industry Performance - From June 3 to June 7, 2024, the **Shenwan Semiconductor Index** increased by **1.21%**, while the **CSI 300 Index** slightly decreased by **0.16%** [3][7]. - In the first five months of 2024, China's integrated circuit exports rose by **21.2%** year-on-year [3][14]. - South Korea's chip exports surged by **54.5%** in May, marking seven consecutive months of growth [3][15]. Company Highlights - **TSMC** reported a revenue of **NT$229.62 billion** in May, a **30.1%** increase year-on-year, marking a record high for the month [3][14]. - **Hon Hai** (Foxconn) achieved a revenue of **NT$550.2 billion** in May, up **22%** year-on-year, driven by new product launches in the PC segment [3][14]. - **NVIDIA**'s market capitalization surpassed **$3 trillion**, making it the second-largest company globally, overtaking Apple [4][11]. AI and Consumer Electronics - The demand for AI infrastructure and terminal applications is driving the recovery of the semiconductor industry, alongside a resurgence in PC and smartphone demand [3][5]. - Upcoming AI PCs featuring Qualcomm's Snapdragon X Elite and Intel's Lunar Lake chips are set to launch in June and fall 2024, respectively [3][19]. Market Trends - The **Philadelphia Semiconductor Index** has seen a year-to-date increase of **31.42%** as of June 7, 2024 [4][11]. - The semiconductor equipment sector rose by **7.4%** last week, indicating positive market sentiment [3][7]. Investment Recommendations - The report maintains an **"Overweight"** rating for the semiconductor industry, citing ongoing demand for AI applications and a recovery in traditional consumer electronics [5][23]. - The competition in the wafer foundry sector is expected to intensify, with prices likely remaining low in the first half of 2024, benefiting upstream IC design companies [5][23]. Risks - Potential risks include insufficient downstream market demand, slower-than-expected R&D progress, and unfavorable macroeconomic policy changes [6][24]. Additional Insights - The report highlights the significant drop in semiconductor inventory in South Korea, the largest decline since 2014, indicating a shift in demand dynamics [15][16]. - The upcoming **COMPUTEX** event showcased advancements in AI PCs, with major players like Intel and AMD unveiling new products aimed at redefining the PC experience [17][19]. This comprehensive overview captures the essential developments and insights within the semiconductor industry as of June 2024, reflecting both opportunities and challenges ahead.

Hello, everyone. Welcome to our Galaxy Fund's live broadcast room. I'm your old friend, Xiaorui. Today is the second episode of our Demolition Time Investment Big Talk. In this episode, we will share with you our latest views on the robot industry. Therefore, we have invited our Galaxy Fund to talk to the new manager of the FOP Investment Department, Mr. Huang Dong, and Li Siwei, an analyst at the Mingsheng Securities Research Institute. Mr. Huang Dong, please say hello to everyone. Hello, everyone in the l ...

欢迎来到景顺长城直播间这里是科技新洞察系列的直播第七期我是景顺长城基金研究员刘豫去年三月英伟达黄仁勋提出AI的iPhone时刻降临AI行业迎来革命性变化一年多时间以来AI不仅在投资领域激起千层浪也在各行各业悄然催生变革AI的iPhone时刻之后iPhone的AI时刻姗姗来迟今天凌晨苹果公司WWDC2024启幕 带来Apple Intelligence以及iOS18等多项新系统今天我们有幸邀请到景深长城科技军团成员股票投资部总监张仲伟一起来聊一聊苹果这次开发者大会的亮点会在哪些领域带来投资机会首先请仲伟总给大家打个招呼大家好我是张仲伟谢谢仲伟总在正式直播之前按照惯例我们先做一下风险提示根据证券期货投资者适当性管理办法等相关规定 本次直播仅适合风险承受能力匹配的投资者参与,本次直播的所有内容都仅代表嘉宾的个人观点,不构成任何投资建议,既仅有风险,投资需谨慎。那首先还是回到我们本次的WWDC大会,那首先我来介绍一下什么是苹果的WWDC,那WWDC就是World Wide Developer Conference,全球开发者大会。 第一届的WWDC是在1983年于加州的蒙特瑞举行,距今已经有40多年的历史了,这也是苹 ...

我先简单开个场首先今天这个欢迎大家邝总带的团队还有线上投资人来参加今天这个活动那也感谢我们广华的组织我们其实是大家应该都知道过去一年多就是像这个大模型还有生成式AI这个业务的这个发展和变化就是受到市场上广泛的这个关注和讨论那这个我们呢作为这个一家 原来以互联网工具为主的公司,然后我们近几年也一直在OEI 公司包括副总本人也一直在关注这些近来的日新月异的变化比如说副总的个人视频号今天早上还发布了昨天凌晨苹果发的新的智能化引擎叫Apple Intelligent我们的副总视频号每天都在更新这些日新月异的变化上周我们也是刚好完成了我们公司第一季度财报的发布在我们的财报会上也是跟市场汇报了 猎豹移动借着大模型生存实验的这波机会向2B业务做转型的一些布局和努力所以我们也希望未来能够有更多这样的机会和市场和同源机构一起去沟通一起去研究和探讨大模型的产业同时也希望借这个机会能够让大家去了解猎豹移动的一些新的变化 那我下面就把时间给到副总给大家讲一下我这个副总对行业的一些理解这搞得很正式大家要么还是问答的形式会好些吧还是我需要花点时间讲一下我们台湾会议上去讲的商务公司也就讲那么多吧副总你简单讲一下吧好投资人肯定后面会有很多问 ...

Summary of Conference Call on AI Computing Power Deployment Industry Overview - The conference focused on the deployment strategies of AI computing power, specifically comparing cloud-based and edge-based (device-side) processing methods [2][3]. Key Points and Arguments 1. **Shift to Edge AI**: The edge AI is expected to become mainstream due to its advantages in processing costs, availability, privacy security, performance, and personalized customization [2][4]. 2. **Technological Advancements**: Major brands like Intel, Qualcomm, and Apple are launching new products to enhance AI processing capabilities on devices, indicating a significant shift in the market [2][5]. 3. **Importance of MPU**: The MPU (Micro Processing Unit) is becoming essential in the AI era due to its high efficiency and low power consumption, particularly for high-load AI applications [6][11]. 4. **Collaboration of Processing Units**: NPU (Neural Processing Unit), CPU, and GPU are working together, each handling different computational tasks to improve efficiency and battery life [6][12]. 5. **Rise of Arm Architecture**: The Arm architecture is gaining traction in the PC market, supported by companies like Microsoft and Apple, which is expected to lead to a revolution in PC hardware and performance [8][13]. Additional Important Insights 1. **Hybrid Use of Edge and Cloud**: A combination of edge and cloud processing is anticipated to create a powerful technological synergy, promoting further development and application of AI technologies [4][9]. 2. **NPU as a Competitive Segment**: The NPU is becoming a standalone competitive segment due to its efficiency in handling high-load AI applications, which is crucial for extending device battery life [11][12]. 3. **Market Demand for Arm Architecture**: The increasing demand for high-performance, low-power Arm architecture chips is driven by the need for devices that can run AI loads for extended periods [13]. This summary encapsulates the critical discussions and insights from the conference call regarding the future of AI computing power deployment and the evolving landscape of the technology industry.

Summary of the Conference Call Company Overview - The document discusses Meitu, a company known for its annual product launch event called the "Meitu Image Festival" which has successfully taken place for two consecutive years [1]. Key Points and Arguments - The Meitu Image Festival serves as a platform for launching new products that have received market recognition and achieved commercialization [1]. Other Important Content - The document highlights the significance of the festival in showcasing Meitu's innovation and its impact on the market, although specific product details and financial metrics are not provided [1].

• 为什么端侧 AI 需要提升算力，而不是完全依赖云端部署? 端侧 AI 的算力提升主要有到下几个原因。首先,端侧设备如摄像头和传感器不仅仅是输入接 口,它们还需要在本地进行实时处理。典型的云端方案如煤炭演进支持多模态模型,实现实时 互动,但也存在延迟和隐私问题。微软的瑞克、联想的小天和三星的 SCI 等方案则完全在端侧 ,不依赖云端。未来,混合计算模式可能成为主流,云端用于弥补端侧处理的散热不足, 而端侧处理在成本、可用性、隐私安全和个性化定制方面具有明显优势。例如,目前旗舰手机 AI 芯片的算力约为 70 TOPS,而 H100 芯片则接近 4,000 TOPS。根据康德托运的测算,到 2027 年，深层次 AI 手机的计算资源将达到 5 万个 TOPS,对应算力约为 1,200 万 TOPS H100。这表 明,端侧 AI 有潜力成为高频处理的重要组成部分。 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 目前各大厂商在端侧 SOC 产品上的进展如何? 各大厂商在端侧 SOC 产品上均有显著进展。从架构上看,英特尔首次引入 MPU,高通在 873 代 产品中将张量计算加速器升级为 NPU,并推 ...