机构: 2025年全球AI Server出货量将增长逾20%

Group 1 - The core viewpoint of the article indicates that the global electronics industry will experience a divergence in 2025, with AI Server demand driven by data center construction standing out, while traditional consumer electronics like smartphones, laptops, wearables, and TVs face growth challenges [1] - TrendForce predicts that the shipment volume of AI Servers will increase by over 20% year-on-year in 2025, contrasting with the cooling interest in edge AI applications for consumer devices [1] - The article highlights a significant advance in inventory orders across the electronics supply chain, with shipments for servers, tablets, laptops, monitors, and automotive products shifting from the traditional peak season in the second half of the year to the first half, leading to a near 50:50 shipment ratio for the year [1] Group 2 - The forecast for 2025 suggests that smartphone and laptop shipments will remain flat compared to the previous year or see only a 1-2% increase, while TV shipments are expected to decline by 1.1% and the wearables market may face a contraction of 2.8% [1] - Despite efforts by brand manufacturers to incorporate AI features into consumer products, these initiatives are still in the marketing phase, lacking a breakthrough application that could drive significant demand [1]