As we step into 2024, the technological landscape is set to undergo a paradigm shift, with AI devices emerging as key players in driving replacement demand. From personal computers to mobile phones, the integration of artificial intelligence is reshaping user experiences and expectations.
In this article, we will delve into the pivotal role of operating systems in shaping the trends of AI devices, explore the expected mainstream hardware specifications for 2024, and highlight the upcoming electronic product exhibitions that are poised to catalyze the stock prices of AI PC and mobile phone manufacturers.
The Dominance of Operating Systems
In the dynamic realm of AI devices, operating systems stand out as the linchpin that influences user awareness, behavior, and the support ecosystem for third-party developers. While information from various industry players may sway short-term trading sentiments, it is the operating system industry that truly dominates the fundamentals of the AI device landscape. As we navigate the evolving tech landscape, it becomes evident that the success and adoption of AI devices hinge significantly on the capabilities and advancements made by operating systems.
Mainstream Hardware Specifications for 2024
Looking ahead, the anticipated mainstream hardware specifications for AI devices in 2024 paint a vivid picture of the technological prowess that awaits consumers. These specifications include built-in 7–10B LLM (for inference), 40–50 TOPS AI computing power, 10–20 token/s or above inference speed, and 8–16GB or above DRAM. The investment opportunities arising from these specifications lie in the verification of the user experience they create and the subsequent upgrades driven by technological advancements. Manufacturers who can align with or surpass these mainstream specifications are poised to lead the charge in the AI device market.
Investment Opportunities and Catalysts
In the race to capture the market for AI devices, manufacturers are expected to focus their promotional efforts on AI PCs and mobile phones in 2024. This strategic shift positions electronic product exhibitions as crucial catalysts for the stock prices of AI PC and mobile phone manufacturers. Events such as CES (January), MWC (February), WWDC (June), Computex (June), Google I/O (May), Apple new iPhone conference (September), IFA (September), Apple new Mac conference (4Q), Microsoft new product launch conference (2H), and other major brand product launches throughout the year are expected to showcase the latest advancements in AI devices. Investors keen on staying ahead of the curve should keep a close eye on these events, as they are likely to influence market dynamics and stock valuations.
Conclusion
As we embark on the journey through 2024, AI devices are set to redefine the technological landscape. Operating systems will play a pivotal role in shaping user experiences, while manufacturers strive to meet and exceed the mainstream hardware specifications. The upcoming electronic product exhibitions will serve as litmus tests for the market, offering investors insights into the future trajectory of AI PC and mobile phone manufacturers. The fusion of artificial intelligence with everyday devices is not just a technological evolution but a transformative force that will shape the way we live, work, and interact with technology in the years to come.
