中国AIPC行业研究报告：创新力是保持领先的途径

Investment Rating - The report does not explicitly provide an investment rating for the AI PC industry Core Insights - The AI PC industry is positioned for significant growth due to the integration of large models into personal computing, which enhances user interaction and functionality [2][14][25] - There is a strong user interest in AI PCs, with 89.8% of users expressing a positive outlook on the future of AI PCs [3] Market Overview - The Chinese laptop shipment volume has been declining from 2020 to 2023, prompting PC manufacturers to seek new growth opportunities through innovative product forms and technologies [2][8] - The AI PC is defined as a high-performance system that integrates AI capabilities, particularly in gaming laptops currently, with future developments expected to enhance user personalization and interaction [2][25] - The current market strategy among manufacturers focuses on collaboration and joint development to quickly launch AI PC products and capture market share [2][4] User Insights - 75.3% of users support the integration of AI features into personal devices, with PCs and smartphones being the most favored [2] - User expectations for AI PCs include improved efficiency in tasks such as text processing, coding, design, and gaming experiences [3][4] Future Outlook - The AI PC is expected to evolve with advancements in hardware and software, leading to enhanced AI functionalities and user experiences [4][21] - The integration of AI capabilities into operating systems will create more personalized and intelligent user interactions [4][25] Industry Dynamics - The AI PC market is characterized by a competitive landscape where various stakeholders, including PC manufacturers, chipmakers, and software developers, are collaborating to enhance product offerings [37][42] - The report highlights the importance of continuous maintenance and service capabilities for manufacturers to retain user engagement and satisfaction [35][42]