智能眼镜、机器人等获点名，上海推动AI终端“做大做强”

Core Viewpoint - The Shanghai Municipal Economic and Information Commission has issued the "Action Plan for the High-Quality Development of the Intelligent Terminal Industry in Shanghai (2026-2027)", aiming for the overall scale of the intelligent terminal industry to exceed 300 billion yuan by 2027 [5]. Group 1: Industry Development Goals - By 2027, the plan aims to cultivate over three globally influential consumer terminal brands, focusing on artificial intelligence computers, smartphones, and smart glasses [6]. - The plan sets a target of achieving a scale of over 10 million units for artificial intelligence computers, smartphones, and new intelligent terminals [7]. Group 2: Product Focus - The plan emphasizes the development of intelligent glasses, integrated computing machines, and robots, while also promoting the establishment of a cluster for intelligent server terminals [7]. - It highlights the need for the industrialization of core components such as autonomous GPUs and interconnection modules [7]. Group 3: Technological Advancements - The plan aims to accelerate research and development of next-generation mobile communication, quantum computing, and photonic computing technologies [7]. - It promotes collaborative innovation between hardware and software, focusing on optimizing chip architecture and model structures [7]. Group 4: Market Insights - Guotai Junan Securities suggests that large models and generative AI are rapidly transitioning from cloud to consumer terminals, with major companies racing to build integrated AI ecosystems [8]. - Tianfeng Securities anticipates a significant year for edge AI in 2026, highlighting supply chain opportunities and the importance of leading consumer electronics companies in computational breakthroughs [9].