事关AI！重磅大咖发声

Core Viewpoint - AI terminals represent a new opportunity in consumer electronics, with AI agents expected to become the new human-computer interaction interface in the AI terminal era [1][7]. Group 1: AI Terminal Characteristics - AI terminals possess capabilities such as proactive perception, understanding, multimodal natural interaction, intelligent services, and autonomous learning evolution, making them crucial carriers of the new technological revolution and industrial transformation [3]. - The AI terminal industry is currently in its "initial penetration" phase, with significant development expected to begin in 2024 [4]. Group 2: Differences from Traditional Terminals - The distinction between AI terminals and traditional smart terminals lies in the transition from information processing to knowledge learning capabilities, and from limited program definitions to open-domain self-decision-making models [5]. - Traditional terminal markets, such as smartphones and PCs, have faced continuous pressure, with smartphone shipments experiencing nine consecutive quarters of negative growth and PCs facing eight quarters of decline [5]. Group 3: Technological and Policy Support - Rapid advancements in edge AI chip performance and the progress in large model compression and lightweight deployment technologies provide the necessary hardware and software foundation for edge AI implementation [5]. - The 2024 government work report emphasizes the "Artificial Intelligence +" initiative, promoting innovation in classic, new, and industry terminals, which is expected to enrich terminal forms and scenarios, driving breakthroughs in core technologies across the supply chain [5]. Group 4: Key Products and Scenarios - Key products in classic terminals include smartphones, projectors, tablets, high-quality audio systems, headphones, and cameras, targeting scenarios such as home audio-visual, health care, and digital life [5][6]. - New terminal products focus on AR/VR headsets, smart vehicles, intelligent robots, drones, and green smart ships, aimed at smart manufacturing and home services [6]. Group 5: AI Agent Development - AI agents, based on large model technology, are expected to become the new human-computer interaction interface, featuring capabilities such as autonomous environmental perception, learning memory, decision execution, and tool invocation [9]. - The current AI agent market is in the early stages of technological iteration, product optimization, application scenario exploration, and ecosystem positioning, with diverse participants including internet giants, AI startups, enterprise software service providers, and consumer electronics manufacturers [9].