云终端，是真的火了。 2025年最火的云计算概念，当属"云终端"。 根据中研普华数据，截至2024年底，全球云终端市场规模已突破280亿美元，年复合增长率高达18.5%，中国市场份额占35%，全球领先。 ——18.5%的增长率意味着，只需要3年零11个月，市场规模就已翻了一倍。 具体到 中国，根据IDC数据，2024年，中国云终端市场总出货量达421.7万台，同比增长40.0%，创下历史新高。预计到2029年，市场规模将突破962万 台，五年复合增长率高达16.6%。 此等惊人的增速，在云计 算市场，已经很久都没见过了。 入局的玩家也不少，华为、戴尔、惠普、中兴、升腾、深信服、移动、电信、联通、百度、阿里、腾讯……从云大厂到运营商，从终端硬件到平台服务， 百花齐放。 就在刚刚结束的华为年度开发者大会HDC 2025上，华为云还在"云启万物，智联未来"高峰论坛上正式发布了CloudDevice全系列产品，包括云手机、云 PC、云Pad、云空间、云机顶盒、云游戏、云车机等七大云终端产品，并联合中国科学院科技战略咨询研究院智库建设研究部及中国信息通信研究院发布 了《云终端产业发展报告》与《基于云网端边芯协同的云终端 ...

Core Insights - The development of large AI models is driving a significant increase in demand for computing power, with a projected annual growth rate of 10 times as AI evolves from version 1.0 to 2.0 [1] - ZTE Corporation has established a dual-driven strategy of "Connectivity + Computing Power" to become a leader in the "network connectivity + intelligent computing power" sector, emphasizing the importance of AI integration in various industries [3][4] - The global AI market is expected to exceed $800 billion by 2028, with a compound annual growth rate (CAGR) of over 32%, indicating substantial investment opportunities in AI technologies [4] Industry Developments - ZTE's revenue for Q1 this year reached 32.97 billion yuan, a year-on-year increase of 7.8%, with over 35% of revenue coming from its second curve business focused on computing power and terminals [5] - The company is focusing on three key areas in AI: enhancing ICT infrastructure solutions, developing AI terminal applications, and promoting AI innovation for broader application [5][6] - ZTE has launched the AiCube DeepSeek intelligent computing integrated machine, which is already being applied in sectors such as education, healthcare, steel, and automotive [5] Challenges and Solutions - Industry clients face challenges such as data pollution, high costs of data collection, and long business cycle times for AI technology updates [9] - ZTE has upgraded its digital cloud platform to address these challenges, facilitating better integration of AI into business operations [9] - The introduction of the "Xingyun Intelligent Agent" marks a new phase in the deployment of enterprise-level intelligent agents, aimed at lowering the technical barriers for AI model commercialization across various industries [10]