计算机行业市场前景及投资研究报告：AI科技对PC产业的影响

AI

科技

對

PC

產業的影響28|5|2024SpecialPresentation|May2024演講重點摘要

(Key

Takeaways)SpecialPresentation|May2024演講重點摘要

(Key

Takeaways)•

AIPC裝置概念就是:讓使用者隨時享用AI雲端服務成果。•

AI技術對PC產業的影響:(1)透過自然語言(輸入階段)和生成式AI技術(輸出階段)來節省傳統文件與影片製作時間。(2)整合後端作業流程,提供即時雙向互動模式。(3)PC週邊設備的需求將從鍵盤,滑鼠轉向觸控,主動筆,與鏡頭。(4)虛擬助理應用軟體(聊天機器人)將成為雲端服務(伺服器)和終端設備(客戶端)之間的新使用者介面。(5)當AI技術改變輸入與輸出方式時,將推動折疊,穿戴裝置的需求。•

AI技術趨勢將推動下列面板技術發展:(1)當圖片與影音可以即時轉換時,面板將需要符合雙100%色域規格(AdobeRGB

&DCI-P3)。(2)當虛擬助理應用軟體(語音機器人)成為必需時,將推動全息投影/3D全像投影與穿戴式面板的需求。(3)當AI技術改變傳統輸入與輸出方式(鍵盤與滑鼠)時,將推動折疊顯示器面板的需求。Page3©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024AI

科技

對

PC產業

的影響SpecialPresentation|May2024自然語言將取代傳統的圖形介面成為新的輸入方式Page5©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024AI技術將改變舊有的輸入與輸出作業流程[Omdiaanalysis]1.AIlanguagemodel:Notonlyunderstandsyourmeaning,butalsoyourlogic;2.Prompt:Key

communicationtoolwithmachinesbeforevirtualagentAppsready.Page6©2024.InformaTech,atradingdivisionofInformaPLC[note]Query:Thisword’srelevancetootherwords;Key:Otherwords’relevancetothisword;Value:

Thisword’srelevancetothesentencesbeforeandafter.SpecialPresentation|May2024AI技術發展將創造雙向的使用者經驗Page7©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024AI

PC

裝置概念就是

:

讓使用者隨時享用AI雲端服務成果MicrosoftEcosystem

AIRoadmapTimelineStageAvailablenowFY23+CloudAI(Poweredby

theCloud)BusinessApps&InfraFY24H1(Jul'23to

Dec'23)CY24+AICapablePC(AIontheClient)DynamicCloud+Client(Integrated)SolutionAreaBusinessApps,DigitalApp,&InfraSecurity&WindowsWindowsandDevicesCopilotinPower

AppsDynamic365Copilot:VivaSalesDynamic365Copilot:MarketingDynamic365Copilot:CustomerService

AzureOpenAIServiceDynamic365Copilot:SupplyChainDynamic365Copilot:BusinessCentralCopilotinPower

AutomateCopilotinPowerVirtualAgentsMicrosoftSecurityCopilotLimitedPreview:ClosedPublicPreview:FY24Q2AzureOpenAIServiceinAIBuilderProductAnnounceMicrosoft365Copilot(Word,

Excel,PowerPoint,Teams,

Outlooks,Loop,OneNote,BusinessChat)AIOptimizedVirtualMachines(Preview:NDv5H100)Stay

tunedfor

moreWindowsanddeviceAIinnovation.-June2023:Developerspreviewfor

WindowsCopilot-Fall

2023:WindowsCopilotGitHubCopilotAIOptimizedVirtualMachines(GA:NC,NV,

NDv2,NDv4)Fabric-PreviewnowWindowsCopilotpreviewSellBizAppsSellCopilotBizAppsSellNC,NV,

NDv2VMsSellTeams

Premium(nochangeto

plan)

SellMicrosoftDefenderandSellME3/ME5as"AIready"pre-requisites

MicrosoftSentinelSetupanAIworkshopStay

tuned.Lotsofexcitingannouncementstocome.PartnerActionSource:Microsoftꢀꢀꢀꢀ©2024OmdiaPage8©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024虛擬助理(聊天機器人)將成為新的人機互動介面MicrosoftPower

PlatformVirtualAgents(Chatbots):Newuserinterfacebetweencloudservices(Server)andend-devices(Client)(Launchingdate:Apr’23)Imagesource:Microsoft•MicrosoftPowerPlatform:anAI-poweredlow-codetoolsetfor

enhancingMicrosoftcloudservices,includingAzure,Dynamic365,andMicrosoft365.••MicrosoftPowerAutomate:Microsoftcloud-basedservicethatallowsuserstocreateindividualworkflowbetweendifferentservicesbothwithinandoutsidetheMicrosoftCloud–increasetheefficiencyoftheprocessesat

thecompany.MicrosoftPowerVirtualAgents:Microsoftsoftware-as-a-service(SaaS)offeringwhichenableusersto

createchatbots,bothinadedicatedonlinewebappandasaMicrosoftTeam

app.UserscangetupandrunningwithMicrosoftCopilotStudiochatbotsinMicrosoftTeams.Page9©2024.InformaTech,atradingdivisionofInformaPLC[note]MicrosoftCopilotStudio:anend-to-endconversationalAIplatformthatempowersuserstocreateandcustomizeCopilotsusingnaturallanguageoragraphicalinterface.SpecialPresentation|May2024虛擬助理(聊天機器人)將加速推動數位孿生/元宇宙的發展VirtualAgentpowersDigitalTwins

intheMetaverseImagesource:Nvidia-DigitalTwins

intheMetaverse:thedigitalduplicatesofreal-worldelementsorprocessesinasetofdigitalspaces.Forexample,VirtualAgentsactasup-to-date,real-timecopiesintheEnterpriseMetaverse

andassisteachenterpriseto

optimizeinternaloperationprocesses,especiallyhybridworkstylehasbecomeanewworktrend.[Omdiaanalysis]Newtopicsby

DigitalTwins

(ex:VirtualAgents)intheMetaverseNewtopic1:

Howto

buildaDigitalTwin

intheMetaverse

(ex:Comp-utility/Apps)Newtopic2:

Howto

createandtradeassetsintheMetaverse

(ex:Crypto)Newtopic3:

Howto

manageactivitieswithintheMetaverse

(ex:Lawfor

Metaverse)Page10©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024虛擬助理(語音機器人)將成為智慧座艙發展的關鍵OpticalCommunicationVirtualAgent[Omdiaanalysis](V2Xcommunication–V2V,

V2I,V2N)(DomaincontrollermanagementbyVirtualAgent)1.Hybridcardesign-CarwithVirtualAgentsupportThroughtraditionaldesign(mechanicaldesign)andnewdesign(ex:car

’s

domaincontrollermanagementby

VirtualAgent)to

achievelowoperationalriskbuthighuserexperience.2.Howto

redesign“KnightIndustryTwo

Thousand”:(1)Lowriskby

minimumrequiredmechanicaldesignRetain

theminimumrequiredmechanicaldesigndeviceswhenelectronicequipmentcompletelyfailsMicroLED+OpticalcommunicationVirtualAgent(2)Highuserexperienceby

VirtualAgentImprovingautomotiveequipmentusageefficiency(ex:accelerator,

sensor,

powerandconnectivity)throughVirtualAgentto

managecar

’s

domaincontroller.(3)SwitchmodeswithoneclickClarifythelegalresponsibilitiesbetweenusersandcarbrandsby

switchingmodeswithoneclick.Imagesource:myKITT.deImagesource:myKITT.deMSFT’s

OpenAI&Tom

Tom

(Dec’2023)SonySpaceCommunicationsCorporation(Jun’2022)SonySpaceCommunicationsCorporation(SSC)foropticalcommunicationstechnology.MicrosoftandTom

Tom

launchanewin-carAI-chatwithorhavehelpyounavigatetheworld3.Newbizmodelfor

AutoTier1:Google’s

Gemini(Feb’2024)Assistthecarbrandsto

modifythecars

to

have

VirtualAgentfunctionsandcompletethesafety

certificationofcarbrands.SonyMicroLEDforcar(Jan’2024)GooglebringsAI(GoogleGemini)to

GoogleMessages,AndroidAuto,

Wear

OSandmore.SonyHondaMotorAfeelacarwithMicroLEDdisplayPage11©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024當虛擬助理(語音機器人)成為必需時,

何種顯示器需求將崛起?HolographicProjectionWearable

devicedisplayImagesource:IronManImagesource:https://youtu.be/8VU8fpaYYfc?si=kKV7-_e31hcyLAogPage12©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024以

Walmar

t

併購

VIZIO

為例SpecialPresentation|May2024“We

redefine

theintersection

ofretailandentertainment.”SethDallaireExecutiveVicePresidentandChiefRevenueOfficer,Walmart

U.S.SpecialPresentation|May2024Walmar

t

自有電視品牌(Onn+Vizio)

將成為北美第一大品牌Analysis:Increasethecoverage

ofcollectingcustomerinformationandsendingadvertisementsInformationClassification:GeneralSpecialPresentation|May2024CastOS

將成為北美市佔率最高的電視作業系統Analysis:GettheVizio’s

CastOSandSmartCastplatformfor

lessthanafifthofthecostofRokuInformationClassification:GeneralSpecialPresentation|May2024Walmar

t

透過電視影集了解消費者並即時生成廣告"WalmartcustomersarefindinginspirationVideoeverywhereandanywhere,includingtheirfavoriteTVshows.It’s

why

we’re

alwayslookingforinnovativewaysto

shortenthedistancebetweenthatinspirationandtheabilityto

purchase"Photo-WilliamWhite,chiefmarketingofficer,

WalmartU.S.[Newinteractiveprocessby

AItechnology]Step

1

:

IdentifyIdentifyobjectswithinthesceneofashow,enablingviewerstoshopproductsfeaturedinorinspiredbythecontentthey’rewatching.Step2:PairItemsarepairedwithWalmart’s

internalsystem

(inventorychecking),soviewers

willonlyseeoptionsthatarereadilyavailableto

purchase.Imagesource:WalmartTheshoppableepisodesenabledbyNBCUniversal'sMustShopTV

AdInnovationandWalmart'sseamlesswebcheckoutStep3:ShopPressarrowsontheremote

to

browsetheinteractiveonscreenproductcarouselandscanaQRcodeto

easilycheckoutonW.InformaTech,atradingdivisionofInformaPLCPage17©2024.SpecialPresentation|May2024當圖片與影音可以即時轉換時,

何種顯示器需求將崛起?•TheimpactofgenerativeAItechnology:

GenerativeAItechnologywillbreakthescenesinwhichusersusepicturesandvideosandwillalsoindirectlybreaktheexistingrequirementsfor

displaycolorgamutspecifications(Adobevs

DCI-P3).•Newdisplaycolorgamutspecificationrequirement:

TheDisplayneedsto

support100%Adobecolorgamutspecificationand100%DCI-P3colorgamutspecificationat

sametimewhenAItechnologycanletpicturesandvideosto

beconverted

instantly.

Startingin2025,HPwillbeginto

requirenotebookdisplayto

meetthisnewcolorgamutspecificationrequirementfor

high-endcontent

creatornotebookPCmodel.DisplaycolorspecificationColorGamut

(Rec.709)sRGBNTSCBT202045%50%60%69%72%92%DCI-P3

AdobeRGB(CIE1931)

(Rec2020)WxWyRx0.3130.3290.640.330.30.60.150.060.3130.3290.590.350.330.5550.1530.1192.20.3130.3290.60.3450.330.5550.1520.1192.20.3130.3290.620.3320.3450.6070.1480.1152.20.3130.3290.630.330.310.60.150.062.20.3130.3290.640.330.30.3130.3290.6530.330.2650.6770.1440.0282.20.3130.3290.680.320.2650.690.150.062.20.3130.3290.640.330.210.710.150.062.20.3130.3290.670.330.210.710.140.082.20.31270.3290.7080.2920.170.7970.1310.046ꢀRyGxGyBx0.60.150.062.2ByGamma

non-linearColor

sRGBGamut

(Rec.709)sRGBDCI-P3AdobeRGB

74.10%NTSCBT2020NTSCBT202045%50%60%69%72%92%DCI-P3

AdobeRGB(CIE1931)

(Rec2020)135.70%

134.90%

141.20%

189.10%100.00%

99.40%

104.10%

139.40%100.60%

100.00%

104.70%

140.20%100.00%73.70%66.80%49.20%49.50%47.30%35.30%69.20%51.00%51.30%49.00%36.60%ꢀꢀꢀꢀꢀꢀꢀꢀꢀꢀ100.00%73.70%74.10%70.80%35.90%ꢀꢀꢀꢀꢀImagesource:HP70.80%35.90%96.10%53.60%95.50%52.10%100.00%

133.90%75.80%100.00%Source:HP©2024OmdiaPage18©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024AI

PC

產品開發趨勢分析SpecialPresentation|May2024微軟對AI

PC

產品的定義-Thekey

to

AIPCdevelopment:Howto

reduceLatencyissuewhenusingAIfunctions-Threesolutionsfor

latencyissues:Comp-utility,Storagecapacity,

andBandwidth.Page20©2024.InformaTech,atradingdivisionofInformaPLC[note]

NPU:NeuralnetworkProcessingUnit;RAM:Random-AccessMemory;SSD:Solid-StateDrive;DDR:DoubleDataRateSDRAM;LPDDR:LowPowerDDR;UFS:UniversalFlashStorage;TOPS:TeraOperationsPerSecond;SoC:SystemonaChipSpecialPresentation|May2024微軟

AI

PC

產品設計規範

:

MainstreamMicrosoftAInotebookPCrequirements(Mainstreamproductline)RequirementitemsMainstream(Entry)Mainstream(Core)$849Mainstream(Hero)$999StartingPriceFormFactor$699Ultraslim13"-16"/IPSUltraslim/Convertible

Ultraslim/Convertible13"-16"/IPS

14"/16"IPSDisplaySize/TypeDisplayAspectRation/Resolution

16:10/FHD+orhigher

16:10/FHD+orhigher

16:10/QHD+DisplayPPI/Brightness155PPIabove/300nits

155PPIabove/300nits

214-225PPI/400nitsCPUPlatformList(example)QC:PurwaQC:PurwaQC:Hamoa;AMD:Krakan

Ryzen

5;Intel:LunarLake

Core5UltraMemoryStorage16GB16GB16GB256GB512GB512GBCamera720p1080p1080pThickness(mm)Weight<18.9mm<4lbs./1.81kg<18.9mm<4lbs./1.81kg<18.9mm<3lbs./1.36kg16+hrs.videoplayback

16+hrs.videoplayback

14+hrs.videoplaybackBatteryLife12+hrs.webbrowsing12+hrs.webbrowsingYes10+hrs.webbrowsingYesTouchNoBiometricLoginI/OFingerprintFingerprintFingerprintorFacialRecognition≧

1xUSB-Cports;≧

1xUSB-Aport;HDMISecuritySecureCorePC/Plutonenabled/AutopilotReadySource:Microsoftꢀꢀ©2024OmdiaPage21©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024微軟

AI

PC

產品設計規範

:

Premium

T&LMicrosoftAInotebookPCrequirements(PremiumThin&Lightproductline)RequirementitemsEntryPremiumCorePremiumHero

Premium$1299StartingPrice$999$1199FormFactorUltraslimUltraslimUltraslim/Convertible14"or16"/IPS16:10/QHD-2.8K214-225PPI/400nitsQC:HamoaIntel:LunarLake

Core7UltraAMD:Krakan

/StrixRyzen

716GBDisplaySize/TypeDisplayAspectRatio/ResolutionDisplayPPI/Brightness13"-16"/IPS16:10/FHD+155PPIabove/300nits13"-16"/IPS16:10/FHD+155PPIabove/300nitsQC:HamoaIntel:LunarLake

Core5UltraAMD:Krakan

/StrixRyzen

516GBQC:PurwaAMD:Krakan

Ryzen

5CPUPlatformList(example)MemoryStorage16GB256GB512GB512GBCamera1080p1080p1080pThickness(mm)Weight<16.9mm<3lbs./1.36kg16+hrs.videoplayback12+hrs.webbrowsingNo<16.9mm<16.9mm<3lbs./1.36kg16+hrs.videoplayback12+hrs.webbrowsingYes<3lbs./1.36kg14+hrs.videoplayback10+hrs.webbrowsingYesBatteryLifeTouchBiometricLoginI/OFingerprintFingerprintFingerprintorFacialRecognition≧2≧xUSB-Cports;

1xUSB-Aport(Recommended);HDMISecuritySecureCorePC/Plutonenabled/AutopilotReadySource:Microsoftꢀꢀ©2024OmdiaPage22©2024.InformaTech,atradingdivisionofInformaPLC[note]T&L:ThinandLightSpecialPresentation|May2024微軟

AI

PC

產品設計規範

:

Premium

T&L

FlagshipMicrosoftAInotebookPCrequirements(PremiumThin&LightFlagshipproductline)RequirementitemsStartingPriceEntryStep-upHero

Premium$1799$1499$1649FormFactorDisplaySize/TypeUltraslim/Convertible13"-16"/IPSUltraslim/Convertible13"-16"/IPSUltraslim/Convertible14"or16"/IPSDisplayAspectRatio/ResolutionDisplayPPI/Brightness16:10/QHD-2.8K16:10/QHD-2.8K16:10/QHD-2.8K155PPIabove/300nits155PPIabove/300nits214-225PPI/400nitsAMD:Krakan

/StrixRyzen

5Intel:LunarLake

CoreUltra5AMD:Krakan

/StrixRyzen

7Intel:LunarLake

CoreUltra5/7AMD:Krakan

/StrixRyzen

7Intel:LunarLake

CoreUltra7CPUPlatformList(example)MemoryStorage16GB256GB16GB512GB32GB512GBCamera1080p1080p1080pThickness(mm)Weight<15.2mm<15.2mm<15.2mm<3lbs./1.36kg16+hrs.videoplayback12+hrs.webbrowsingNo<3lbs./1.36kg16+hrs.videoplayback12+hrs.webbrowsingYes<3lbs./1.36kg14+hrs.videoplayback10+hrs.webbrowsingYesBatteryLifeTouchBiometricLoginI/OSecurityFingerprintFingerprintFingerprintorFacialRecognition≧≧2xUSB-Cports;

1xUSB-Aport(Recommended);HDMISecureCorePC/Plutonenabled/AutopilotReadySource:Microsoftꢀꢀ©2024OmdiaPage23©2024.InformaTech,atradingdivisionofInformaPLC[note]T&L:ThinandLightSpecialPresentation|May2024微軟

AI

PC

產品設計規範

:

Mobile

WorkstationMicrosoftAInotebookPCrequirements(MobileWorkstation

productline)RequirementitemsEntryWorkstationCoreWorkstationHero

WorkstationStartingPriceFormFactorDisplaySize/Type$1399Clamshell13"-16"/IPS$1899Clamshell13"-16"/IPS$2199Clamshell14"or16"/IPSDisplayAspectRatio/ResolutionDisplayPPI/Brightness16:10/FHD+16:10/FHD+16:10/QHD-2.8K155PPI

above/300nitsa.StrixHaloRyzen

7b.Krakan

/StrixRyzen

5a.No155PPIabove/300nitsa.StrixHaloRyzen

9b.Krakan

Ryzen

7a.No214-225PPI/400nitsa.StrixHaloRyzen

9b.Krakan

Ryzen

9a.NoCPUPlatformList(example)D-GPUb.Nob.Yesb.YesMemoryStorage16GB256GB32GB512GB64GB1TBcamera1080p1080p1080pThickness(mm)Weight<28mm<28mm<28mm<3lbs./1.36kg16+hrs.videoplayback12+hrs.webbrowsingNo<3lbs./1.36kg16+hrs.videoplayback12+hrs.webbrowsingYes<3lbs./1.36kg14+hrs.videoplayback10+hrs.webbrowsingYesBatteryLifeTouchBiometricLoginFingerprintFingerprintFingerprintorFacialRecognitionSecuritySecureCorePC/Plutonenabled/AutopilotReadySource:Microsoftꢀꢀ©2024OmdiaPage24©2024.InformaTech,atradingdivisionofInformaPLCSpecialPresentation|May2024微軟

AI

PC

規範下的晶片發展趨勢分析Page25©2024.InformaTech,atradingdivisionofInformaPLC[note1]TOPS:TeraOperationsPerSecond;Perf:Performance;AI:ArtificialIntelligence;NPU:Neural-networkProcessingUnit

;TDP:ThermalDesignPower[note2]QualcommHamoaNPUchip:45TOPS(INT8condition);AppleM3NPUchip:18TOPS(FP16condition)=>UnderFP16condition,NPUTOPSpeakperformancewillbeabout50%lessthanint8.SpecialPresentation|May2024微軟

OS

權利金政策造成

AI

PC

高成本問題?![OmdiaAnalysis]FollowingisOmdiaanalysisifMicrosoftwants

to

activelypromoteMicrosoftAIPCproducts.1.Revisememoryandstorage

specificationrequirementsinMicrosoftWindowsOSroyalty

policy(ex:16GBRAMfor

Core,64GBRAMfor

Core+)2.RequestOEMs/ODMsto

make