电子行业快评报告：Computex 2024召开，大厂加速布局AIPC

Investment Rating - The industry investment rating is "Outperform the Market" [9] Core Viewpoints - The Computex 2024 event showcased significant advancements in the AIPC (AI Personal Computing) industry, with major companies like Nvidia, AMD, and Qualcomm presenting their latest innovations and product launches [2][3] - Continuous innovation in edge AI chips is solidifying the hardware foundation for AIPC, with AMD's Ryzen AI 300 series APU achieving 50 TOPS, Qualcomm's Snapdragon X series reaching 45 TOPS, and Intel's Lunar Lake architecture promising a 3x increase in AI performance while reducing power consumption by 40% [3] - The application ecosystem for AIPC is becoming increasingly robust, with new products being launched, such as Microsoft's Copilot+ and Nvidia's support for it through their RTX series graphics cards, indicating a growing maturity in AIPC applications [3] Summary by Sections Event Overview - Computex 2024 took place from June 4 to 7 in Taipei, focusing on AI integration and featuring around 1500 exhibitors, including major international companies [2] AI Chip Innovations - AMD, Qualcomm, Intel, and MediaTek have all introduced new AI chips, enhancing local deployment capabilities for AI applications on PCs [3] Application Ecosystem Development - The introduction of AI assistants and support for high-performance computing in new PC products indicates a trend towards a more mature AIPC ecosystem [3] Investment Recommendations - The report suggests focusing on companies that are proactively positioning themselves in the AIPC sector, including hardware manufacturers and application developers, as the demand for upgrades is expected to rise in the latter half of the year [4]