端侧AI应用普及：智能终端与边缘计算的融合创新

Key Points Industry Overview 1. Industry Focus: The report focuses on the analysis of edge AI application scenarios in China. 2. Edge AI Definition: Edge AI is a form of AI that emphasizes local application on devices to reduce reliance on cloud services, achieving faster response times, better privacy protection, and lower network requirements. 3. Market Size: The Chinese edge AI market has already exceeded 100 billion yuan in 2023 and is expected to further expand. 4. Industry Status: Major technology industries in China have increased investment in edge AI and achieved significant results. 5. Application Scope: Edge AI covers four application layers: AI-driven system integration, AI acceleration of operating systems, practical functions like image processing and document summarization, and collaboration between edge and cloud AI. Development and Market Trends 1. Edge AI Categories: The industry can be categorized into five types based on model training methods: natural language processing, computer vision, intelligent speech, multimodal processing, and scientific computing. 2. Development Timeline: In 2019, Alibaba integrated edge AI technology into most of its mobile applications, with over 20 apps using M&N inference engines. Huawei integrated the Pangu large model into its Hongmeng system in 2023, providing smarter device interaction. 3. Market Growth: The Chinese edge AI market reached 193.9 billion yuan in 2023, with an annual average growth rate of 116.3% from 2018 to 2023. 4. Key Applications: Smart security and smart vehicle equipment are important application areas for edge AI. 5. Emerging Trends: AI smartphones and AI PCs are emerging, driven by the large market demand, which will support the rapid development of the edge AI industry. Industry Chain and Technology 1. Upstream Industry Chain: Focuses on core technology and hardware provision. 2. Midstream Industry Chain: Includes system integration and software development. 3. Downstream Industry Chain: Includes application fields and services. 4. Key Factors: China's computing power scale, AI framework usage rate, and comparison of various AI chips. 5. Market Size: The Chinese AI server market reached 91 billion yuan in 2023, with an expected annual growth rate of 10.2%. Business Models and Key Players 1. Business Models: B2B and B2C hardware device integration sales, consulting services, industry customization solutions, government cooperation projects, technology licensing, and subscription services. 2. Key Players: Internet companies, AI companies, and central enterprises. 3. Competitive Landscape: Tiers based on market power, including solution providers, products, and software services. 4. Representative Companies: Huawei, SenseTime, and Zhipu AI. Challenges and Opportunities 1. Challenges: Limited edge AI model parameters due to high power consumption of device chips, insufficient storage, and limited computing power. 2. Opportunities: The rise of edge AI, edge computing, and AI Agents as driving factors for industry development. 3. Policy Support: The Chinese government provides strategic support, computing power infrastructure, guidance services, service planning, and application scenario innovation to promote the development of edge AI. Future Outlook 1. Market Growth: The Chinese edge AI market is expected to reach 79 billion yuan by 2028. 2. Technology Trends: The integration of edge AI with 6G networks and the rise of AI Agents. 3. Competitive Landscape: The industry is expected to see further consolidation and innovation in technology and applications.