2024年中国端侧AI场景应用分析：智能终端与边缘计算的融合创新

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The Chinese edge AI market was valued at 193.9 billion yuan in 2023 and is projected to reach 1.9071 trillion yuan by 2028, with a compound annual growth rate (CAGR) of 58% [4][20][21] - The growth of edge AI is driven by technological advancements and the emergence of edge computing, which allows for faster response times, better privacy protection, and reduced network dependency [4][42] - The integration of edge AI with cloud AI will lead to a hybrid AI model, enhancing cost-effectiveness, energy efficiency, performance, privacy, security, and personalized services [4][52] Summary by Sections Industry Overview - Edge AI focuses on embedding AI capabilities into devices, reducing reliance on cloud services, and enhancing user experience through faster processing and improved privacy [12][4] - The industry has evolved through three stages: exploration, technological development, and rapid application expansion [19][20] Market Size Calculation - The edge AI market in China has experienced a CAGR of 116.3% from 2018 to 2023, with significant applications in smart security and automotive sectors [21][20] - The expected market size growth is supported by the rising demand for AI smartphones and AI PCs, which are anticipated to drive rapid industry development [21][20] Industry Chain Analysis - The industry chain consists of upstream technology and hardware providers, midstream system integrators and software developers, and downstream application and service providers [23][24] - In 2022, China's general computing power reached 137 EFLOPS, with a significant share in global computing power [25][26] Driving Factors - Key driving factors include advancements in mobile communication technology, heterogeneous architecture improving processing performance, and the filling of gaps between cloud computing and edge devices [42][45] Development Trends - The future of edge AI will see a combination with cloud AI to form hybrid AI systems, optimizing resource allocation based on specific scenarios [52][54] Competitive Landscape - The competitive landscape is categorized into three tiers, with leading companies including Huawei Cloud, Alibaba Cloud, and SenseTime in the first tier, focusing on comprehensive industry solutions [55][57] - The second tier includes companies like ThunderSoft and CloudWalk Technology, while the third tier consists of emerging players focusing on specific applications [57][56] Representative Enterprises - Huawei is noted for its advanced 5G technology and comprehensive cloud services, supporting a wide range of devices and applications [59] - SenseTime has established a strong presence in the automotive sector with its AI visual technology and has launched a comprehensive model system [61] - ThunderSoft offers a full-stack product line and has extensive experience in edge AI deployment, focusing on AI applications across various sectors [64]