Core Insights - The global technology industry is expected to experience a divergence in end-user demand alongside accelerated AI innovation by 2026 [2] - High-end markets are showing resilience driven by AI functionalities, while low-end consumer electronics are facing short-term pressure due to macroeconomic factors and cost challenges [2] AI Computing Infrastructure - The demand for AI computing power is expected to expand, with a focus on AI infrastructure, including VR/ASIC architecture upgrades that will drive both volume and price increases for ODM and components [2][3] - AI server shipments are projected to grow by 50% year-on-year to 2.32 million units, driven by investments in AI infrastructure [3] Smartphone Market - Global smartphone shipments are anticipated to decline by 5% year-on-year to 1.18 billion units due to macroeconomic uncertainties and rising storage costs [4] - High-end smartphones, particularly Apple's innovations, are expected to maintain resilience, with the introduction of the first foldable iPhone and AI-driven features [4] AR/VR Market - The global AI glasses market is projected to exceed 10 million units by 2026, marking a significant growth in wearable technology [5] - Major tech companies are intensifying their investments in AR/VR, with expectations for AR glasses to reach 32 million units by 2030 [5] PC and Automotive Electronics - The global PC market is expected to face a slight decline of 2% year-on-year to 275 million units, influenced by the end of the Windows 11 upgrade cycle and rising storage costs [6] - AIPC penetration is forecasted to exceed 50% by 2026, becoming a mainstream standard, while L4-level autonomous driving is expected to accelerate due to regulatory improvements and cost reductions [6]