Intel(US:INTC) 创业邦·2025-03-18 10:06Core Viewpoint - The article discusses the transformative impact of AI on the hardware industry, emphasizing that every new hardware product will increasingly incorporate AI capabilities, leading to a significant shift in the global smart hardware landscape [1][3]. Group 1: AI Hardware Revolution - The integration of large models is driving a hardware revolution, where devices like smartwatches, robots, and smart home products are evolving into intelligent entities capable of perception, decision-making, and emotional interaction [3][4]. - The concept of "Physical AI" is becoming a reality, with examples such as Tesla's humanoid robot Optimus taking on factory tasks and AI glasses aiming to replace smartphones as the next generation of interaction terminals [3][4]. Group 2: Challenges in AI Hardware - The AI hardware sector faces three major contradictions: the high technical integration barriers versus the limited R&D resources of small and medium enterprises, user expectations for human-like interaction versus lagging product experiences, and the high costs of building brand recognition from scratch versus diminishing traffic benefits [4][6]. - A leading vacuum robot manufacturer invested millions in R&D but faced user attrition due to issues like dialogue delays and incomplete scenario coverage, highlighting the challenges in user experience [4]. Group 3: Strategies for Survival - Traditional hardware manufacturers are adopting a "gradual transformation" strategy, balancing technology investment with commercial returns, such as integrating large model voice assistants into existing devices without changing the main chip [6][7]. - New brands are focusing on niche markets, with 87% of global AI hardware startups in 2023 targeting vertical scenarios, exemplified by a Shenzhen AI toy company that significantly improved response times and targeted marketing to address specific parental concerns [7][8]. Group 4: Ecosystem Collaboration - The collaboration between hardware and software is crucial for innovation, with companies like Volcano Engine and Intel providing comprehensive ecosystem support, including chips, algorithms, and brand growth strategies [10][11]. - An upcoming AIoT technology salon aims to explore solutions for AI hardware technology implementation, featuring discussions on edge intelligence, conversational AI, and new marketing paradigms for hardware businesses [10][11].