Investment Rating - The report does not explicitly provide an investment rating for the AI smart hardware industry. Core Insights - The AI smart hardware industry is experiencing rapid growth, with market size expanding from 1.52 trillion RMB in 2018 to 2.18 trillion RMB in 2023, reflecting a compound annual growth rate (CAGR) of 7.51%. It is projected to grow to 4.26 trillion RMB by 2028, with a CAGR of 14.35% from 2024 to 2028 [23][27]. - The industry encompasses a wide range of applications, including smart homes, autonomous driving, and healthcare, driven by technological advancements and increasing market demand [2][11]. - Key factors driving future growth include the proliferation of smart vehicles, growth in in-car terminal installations, and the rising number of educated individuals in China, which will boost demand for AI educational hardware products [43][25][68]. Summary by Sections Industry Definition - The AI smart hardware industry combines artificial intelligence technology with hardware devices capable of executing complex tasks and providing intelligent services. Applications have expanded from image and voice recognition to areas like autonomous driving and smart homes [2]. Industry Characteristics - The industry is characterized by a wide range of applications, demand-driven development, and short product iteration cycles. The rapid advancement of technology and consumer preferences for personalized and efficient products are key drivers [11][13][34]. Market Size and Growth - The market size of the AI smart hardware industry grew from 1.52 trillion RMB in 2018 to 2.18 trillion RMB in 2023, with a CAGR of 7.51%. It is expected to reach 4.26 trillion RMB by 2028, with a CAGR of 14.35% [23][27]. Industry Chain Analysis - The industry chain consists of upstream technology and component suppliers, midstream production and solution services, and downstream applications across various sectors such as consumer electronics, healthcare, and education [18]. Competitive Landscape - The industry has a high market concentration, with leading companies like Hikvision and TCL dominating the market. These companies leverage extensive industry coverage and innovative product offerings to capture market share [49][50][73]. Future Trends - The integration of advanced technologies such as 5G and edge computing will further expand the application scenarios for AI smart hardware, emphasizing user experience and customized solutions [2][11].
AI智能硬件：技术创新与智能融合，引领智能硬件新纪元 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-12-26 11:43