IDC: Generative AI drives resonance in the industrial chain, and the trend of "AI oriented" terminal applications is evident

The outbreak of AI has brought tremendous changes to the production and lifestyle of today's society, and "AI oriented" is also becoming a new development goal in the industry. IDC predicts that by 2027, global AI solution spending will grow by over $500 billion, and most companies' technology investment will shift significantly towards AI implementation and AI enhancement product/service applications

The outbreak of AI has brought tremendous changes to the production and lifestyle of today's society, and "AI oriented" is also becoming a new development goal in the industry. IDC predicts that by 2027, global AI solution spending will grow by over $500 billion, and most companies' technology investment will shift significantly towards AI implementation and AI enhancement product/service applications. At the same time, the future big model will drive new industry and service application paradigms. Driven by applications such as ChatGPT, the business model based on upper level application development and SaaS services will gradually become clear, and AI development will usher in new formats.

Recently, during the 2023 IDC China Ecological Summit, IDC China President Kitty Fok told reporters that "under the trend of generative AI, Chinese companies have responded faster and more finely to AI layout than overseas companies." From manufacturing, transportation, energy to healthcare, urban, retail, home furnishings and other industries, AI is promoting digital transformation in a thousand industries.

Generative AI is gradually penetrating into segmented industries, empowering the development of productivity levels. Thomas Zhou, Vice President of IDC China Research, mentioned that "starting from next year, generative AI will shift from current C-end applications to productivity tool applications, and ecological partners will use AI to accelerate industry landing applications. Moreover, during the industry landing period, investment in some industry and general solution large models will also increase

Generative AI is a technology that completely changes the entire application model and ecosystem. We are currently in a transitional period and are likely to implement all application models on mobile internet apps in the future, transforming them into a new model. Everyone can achieve functional interaction through an AI assistant. This will lead to earth shaking changes in the entire application development logic, as well as the underlying infrastructure and application development ecosystem

On another level, generative AI will also completely change the mode of cloud computing. The training of a generative AI large model is based on a large cluster, where computing power is concentrated for training. In the past, the business model of cloud computing providing resources to various customers through virtual hosts in a separate and time-sharing manner will transform into a task-based business model. Therefore, cloud vendors are now transforming their underlying architecture design to adapt to this new change

IDC predicts that global AI solution spending will increase to over $500 billion by 2027. At the same time, most enterprises will also experience a significant shift in technology investment weight towards the implementation of artificial intelligence and the application of AI enhanced products/services.

Wang Jiping, Vice President of IDC China Research, stated that the IT industry will feel the impact of the AI watershed more than any other industry, and the AI terminal explosion will become one of the most important global topics in 2024. Many manufacturers plan or have launched mobile processors equipped with hardware AI engines, and traditional PCs also have the ability to load local AI computing. By 2026, nearly 50% of the processors of terminal devices in the Chinese market will be equipped with AI engine technology, and whether terminal devices integrate hardware AI engines and the ability of AI engines will become an important reference factor for consumers to purchase devices.

After the application scenarios and solutions change, it will definitely have an impact on terminal devices. On the one hand, the terminals that people use may have been limited by screens in the past, but in the future, they may be limited by the level of intelligence and professionalism of the devices, such as professional translators, AI learning tablets, etc., "he explained.

Wang Jiping believes that in the short term of two to three years, scenarios are an important process that drives the development of the entire terminal. A series of IOT products in the past are promoting ecological development; Next is the scenario, where AI supporting scenarios and solutions will continue to drive the future development of the entire ecosystem.

From the perspective of the AI landing scenario, the mobile office scenario will be the core development of the AI terminal field. IDC believes that foldable screen smartphones will gradually stand out from this competition and become a popular product in the high-end smartphone market in the coming years due to their highly differentiated appearance, powerful functional advantages, and other inherent high-end attributes.

According to the "White Paper on Insights into Folding Screen Market Trends" released by IDC, it is predicted that the size of China's folding screen mobile phone market will approach 15 million units in 2027, with a compound annual growth rate of 37.8%. It will emerge from the backdrop of the overall growth of China's mobile phone market that needs to be boosted.

In addition, in the white paper titled "AI Laptop Triggering Scenario Change - Terminal AI Transformation" released by IDC, IDC predicts that the implementation of AI applications will drive stable growth in the laptop market in the coming years. After experiencing a downturn in 2023, the commercial and consumer markets will enter a new round of growth. By 2025, the shipment volume of the two markets will exceed 10 million and 20 million respectively. The total market volume will exceed 34 million by 2027, with AI laptops accounting for 86% of the total.

The white paper also predicts that AI technology will gradually be applied in fields such as smartphones, smart speakers, and smart homes. IDC stated that by 2026, nearly 50% of the processors in terminal devices in the Chinese market will be equipped with AI engine technology.

Regarding the transformation brought about by the development of AI applications, Huo Jinjie believes that generative AI has made a huge breakthrough, achieving a leap from 0 to 1, and the resonance of the industrial chain supply chain driven by it is particularly evident. Enterprises should actively explore the application of artificial intelligence technology in digital transformation, and continuously innovate and optimize digital transformation strategies to achieve more efficient, low-cost, and competitive digital transformation goals.

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