内容概要：端侧AI设备是指将人工智能模型的推理（有时包括训练）过程，直接在终端设备本地完 成，而非依赖云端服务器的硬件产品。它与传统的"云侧AI"形成对比。云侧AI将数据传至远程服务器处 理，再将结果传回设备。端侧AI设备行业正处于高速发展的黄金期。随着轻量化AI算法、边缘计算技 术的快速发展，端侧AI设备在消费电子、智能安防系统和可穿戴设备等领域的持续渗透，端侧AI设备 行业出货量迅速增加。2024年全球端侧AI设备出货量3.11亿台，较2023年增加1.85亿台；预计2025年全 球端侧AI设备出货量将达到4.38亿台。 上市企业：博通[AVGO] 相关企业：英特尔、英伟达、博世、豪威科技、三星、西部数据、寒武纪、华为海思、欧菲光、 AMS、美光、长江存储、华为、大唐电信、微软、鸿蒙系统、海康威视、中国电子、中兴通讯、中国 移动、苹果、谷歌、罗技、AOHAI(奥海)、小米、苹果、OPPO、联想、 关键词：端侧AI设备行业产业逻、端侧AI设备行业政策、端侧AI设备行业出货量、端侧AI设备市场竞 争格局、端侧AI设备行业发展趋势 一、端侧AI设备行业基本定义及优势 端侧AI（EdgeAI）是将人工智能的计算和 ...

Core Viewpoint - The AI glasses sector is highly competitive, but there are few companies capable of mass production, making it a challenging market [1][3]. Group 1: Industry Insights - The AI glasses market is described as having intense competition, yet the ability to deliver products in bulk remains a significant challenge [3]. - Several companies in the AI glasses space have failed this year, highlighting the difficulties in achieving mass production [3]. Group 2: Entrepreneurial Strategy - For Chinese entrepreneurs, the focus should be on simplifying their products rather than adding complex features, as the ability to deliver products in large quantities is paramount [3]. - The initial step for success in this sector is ensuring mass production capabilities before considering additional features [3].