Dell launches a new generation of smart computers, accelerating the era of AI computers!

On December 19, global PC giant Dell released a new AI PC product - Inspiron 13 Pro, equipped with the new Intel AI PC processor - Core Ultra, taking the lead in ushering in the AIPC era. Inspiron 13 Pro can run 20 billion large language models locally and smoothly, and supports functions such as Stable Diffusion Wen Shengtu/Tu Shengtu. The local AI image generation only takes 1 second, the local AI high-definition image generation only takes 6 seconds and is accelerated and optimized for 100 AI Apps. The addition of the AI-specific chip NPU makes the AI ​​experience power-free and supports low-power operation of AI applications such as video conferencing beautification, background blur, noise reduction, and graphics enhancement.

On December 14, Intel held a new product launch conference with the theme of "AI Everywhere", launching a new generation of processors for AI PCs - Core Ultra processors codenamed Meteor Lake. For the first time, a neural network processing unit (NPU) is integrated into a PC processor to bring energy-efficient AI acceleration and local reasoning experience to the PC. The release of the Core Ultra processor is hailed as Intel's first key to the AI ​​PC era.

After the release of the Intel Core Ultra processor, Lenovo and Asus successively announced the launch of AI PC products equipped with the Core Ultra processor. Together with Dell, this marks the giant that occupies the top 5 PC shares in the world. 3 companies released AI PC products . In addition, Samsung, HP, Dell, Acer and other PC manufacturers also stated that they will launch new AI PC solutions in 2024-2025.

AI PC, to put it simply, is a PC with added AI functions. AI can fundamentally change and reshape the PC user experience through close collaboration between the cloud and PC, or run large language models independently on the computer, and release people's productivity and creativity. AI PC will profoundly subvert the definition of traditional PC. While assuming the functions of the original PC, will be upgraded from a tool attribute to an assistant attribute.

Currently, major PC manufacturers are actively exploring the form of new AI PCs. With the layout promotion of Microsoft, Google and other manufacturers on the AI ​​application side, as well as the launch of CPUs with integrated AI modules from Intel, AMD, and Qualcomm, Lenovo, HP, AI PC products from brands such as Dell are expected to be launched one after another, and AI may set off a new wave in PC terminals. The agency stated that 2024, with the release of AI CPU and Windows 12, will become the first year for large-scale shipments of AI PCs. The AI ​​PC era is accelerating!

According to IDC’s predictions, with the rapid development of AI technology and industrial ecology, The assembly proportion of new AI PCs in the Chinese PC market will rise rapidly in the next few years, reaching 85% in 2027 , becoming the mainstream of the PC market.

SoHow will AI PC revolutionize the PC industry? Which links in the industry chain are expected to welcome incremental opportunities? What are the core beneficiary companies? We have sorted out the latest investment logic of the AI ​​PC industry, sorted out the most beneficial directions and representative companies, and produced a special topic "AI PC Era is Coming". Friends in need are welcome to request it for free.

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