Group 1: Industry Insights - Shanghai Municipal Government has issued the "Action Plan for High-Quality Development of the Intelligent Terminal Industry (2026-2027)", focusing on the demand for various terminal products like smartphones and computers, and accelerating the layout of core chips such as SoC and CPU, covering X86, ARM, and RISC-V technology routes [1] - The end-side AI technology requires high hardware configurations, leading to its initial application in mature existing smart terminals like smartphones, PCs, and wearables. The synergy between software and hardware breakthroughs enables the feasibility of end-side AI [1] - The global AI SoC market is projected to reach $90 billion by 2033, with a compound annual growth rate (CAGR) of 15% from 2024 to 2033 [1] Group 2: AI Glasses Market - AI glasses are seen as an ideal application scenario for end-side AI, with the global smart glasses market expected to maintain a CAGR of over 60% from 2025 to 2029 [2] - AI+AR glasses are projected to achieve annual sales of 55 million units by 2029, with a potential penetration rate of 70%, equating to 1.4 billion units, comparable to smartphone shipment volumes [2] - Major companies like Apple and Meta are expected to drive the AI glasses market, with Apple's first smart glasses anticipated to launch in 2026, potentially leading to a revaluation of the industry chain [2] Group 3: Company Developments - Esky Communication, a local Shanghai company, has developed intelligent computing modules applicable to AI servers, offering customized SoC array server products for centralized management and allocation of CPU, GPU, and NPU resources [3] - Starshine Technology plans to acquire a 53.31% stake in Bluetooth chip design company Furuikong, aiming to create a leading self-developed SoC IP platform in the industry [4]

Core Viewpoint - The company has developed intelligent computing modules that can be applied to AI servers, enabling customers to launch customized SoC array server products for centralized management and allocation of CPU, GPU, and NPU resources, achieving computing power sharing [2] Group 1: Product Development - The intelligent computing modules are designed to assist in the development of customized SoC array server products [2] - The company has already achieved mass production of these computing modules [2] Group 2: Market Engagement - The company supplies computing modules to leading domestic internet platforms [2]

Core Viewpoint - The company, Quectel (移远通信), has announced that its intelligent computing modules can be applied to AI servers, enabling customers to launch customized SoC array server products for centralized management and allocation of CPU, GPU, and NPU resources, achieving computing power sharing [1] Group 1 - The company has already supplied computing modules to leading domestic internet platforms and has achieved mass production [1]