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AI终端行业专题：AI进化加速端侧落地，新一轮换机潮蓄势待发-华源证券
n AIPC&手机是大模型落地的重要载体，颠覆传统应用模式，AI进化加速端侧落地，新一轮换机潮蓄势待发。AIPC是算力平台+个人大模型+AI应用的新型混合体，通过整合 AI 技术，提供个性化、智能化的服务，提升了传统 PC 的功能和用户体验，成为未来计算平台的重要发展方向。生成式AI手机是利用大规模、预训练的生成式AI模型，实现多模态内容生成、情境感知，并具备不断增强的类人能力。近两年消费电子市场
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