AI科技对PC产业的影响2024.pdf

Special Presentation|May 202428|5|2024Jeff LinSenior Principal AnalystJAI 科技 對 PC 產業的影響Special Presentation|May 2024演講重點摘要(Key Takeaways)Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 3AI PC 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(Adobe RGB&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。演講重點摘要(Key Takeaways)Special Presentation|May 2024AI 科技 對 PC產業 的影響Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 5自然語言將取代傳統的圖形介面成為新的輸入方式Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 6AI技術將改變舊有的輸入與輸出作業流程note Query:This words relevance to other words;Key:Other words relevance to this word;Value:This words relevance to the sentences before and after.Omdia analysis 1.AI language model:Not only understands your meaning,but also your logic;2.Prompt:Key communication tool with machines before virtual agent Apps ready.Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 7AI技術發展將創造雙向的使用者經驗Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 8AI PC 裝置概念就是:讓使用者隨時享用AI雲端服務成果Microsoft Ecosystem AI RoadmapTimelineAvailable nowFY 23+FY 24 H1(Jul23 to Dec23)CY 24+StageCloud AI(Powered by the Cloud)AI Capable PC (AI on the Client)Dynamic Cloud+Client(Integrated)Solution AreaBusiness Apps,Digital App,&InfraBusiness Apps&InfraSecurity&WindowsWindows and DevicesProduct AnnounceDynamic 365 Copilot:Viva SalesDynamic 365 Copilot:MarketingDynamic 365 Copilot:Customer ServiceDynamic 365 Copilot:Supply ChainDynamic 365 Copilot:Business CentralGitHub CopilotAI Optimized Virtual Machines(GA:NC,NV,NDv2,NDv4)Copilot in Power AppsCopilot in Power AutomateCopilot in Power Virtual AgentsAzure OpenAI ServiceAzure OpenAI Service in AI BuilderMicrosoft 365 Copilot(Word,Excel,PowerPoint,Teams,Outlooks,Loop,OneNote,Business Chat)AI Optimized Virtual Machines(Preview:NDv5 H100)Fabric-Preview nowWindows Copilot previewMicrosoft Security CopilotLimited Preview:ClosedPublic Preview:FY24 Q2-June 2023:Developers preview for Windows Copilot-Fall 2023:Windows CopilotStay tuned for more Windows and device AI innovation.Partner ActionSell Copilot Biz AppsSell NC,NV,NDv2 VMsSell Biz AppsSell Teams Premium(no change to plan)Sell ME3/ME5 as AI ready pre-requisitesSet up an AI workshopSell Microsoft Defender and Microsoft SentinelStay tuned.Lots of exciting announcements to come.Source:Microsoft 2024 OmdiaCopyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 9虛擬助理(聊天機器人)將成為新的人機互動介面Microsoft Power PlatformMicrosoft Power Platform:an AI-powered low-code toolset for enhancing Microsoft cloud services,including Azure,Dynamic 365,and Microsoft 365.Microsoft Power Automate:Microsoft cloud-based service that allows users to create individual workflow between different services both within and outside the Microsoft Cloud increase the efficiency of the processes at the company.Microsoft Power Virtual Agents:Microsoft software-as-a-service(SaaS)offering which enable users to create chatbots,both in a dedicated online web app and as a Microsoft Team app.Users can get up and running with Microsoft Copilot Studio chatbots in Microsoft Teams.note Microsoft Copilot Studio:an end-to-end conversational AI platform that empowers users to create and customize Copilots using natural language or a graphical interface.Virtual Agents(Chatbots):New user interface between cloud services(Server)and end-devices(Client)(Launching date:Apr23)Image source:MicrosoftCopyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 10虛擬助理(聊天機器人)將加速推動數位孿生/元宇宙的發展Image source:NvidiaVirtual Agent powers Digital Twins in the Metaverse-Digital Twins in the Metaverse:the digital duplicates of real-world elements or processes in a set of digital spaces.For example,Virtual Agents act as up-to-date,real-time copies in the Enterprise Metaverse and assist each enterprise to optimize internal operation processes,especially hybrid work style has become a new work trend.Omdia analysis New topics by Digital Twins(ex:Virtual Agents)in the MetaverseNew topic 1:How to build a Digital Twin in the Metaverse(ex:Comp-utility/Apps)New topic 2:How to create and trade assets in the Metaverse(ex:Crypto)New topic 3:How to manage activities within the Metaverse(ex:Law for Metaverse)Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 11Image source:myKITT.deImage source:myKITT.deMicro LED+Optical communicationVirtual AgentOptical Communication(V2X communication V2V,V2I,V2N)Virtual Agent(Domain controller management by Virtual Agent)MSFTs Open AI&Tom Tom(Dec2023)Microsoft and Tom Tom launch a new in-car AI-chat with or have help you navigate the worldGoogles Gemini(Feb2024)Google brings AI(Google Gemini)to Google Messages,Android Auto,Wear OS and more.Sony Space Communications Corporation(Jun2022)Sony Space Communications Corporation(SSC)for optical communications technology.Sony Micro LED for car(Jan2024)Sony Honda Motor Afeela car with Micro LED display Omdia analysis1.Hybrid car design-Car with Virtual Agent support Through traditional design(mechanical design)and new design(ex:cars domain controller management by Virtual Agent)to achieve low operational risk but high user experience.3.New biz model for Auto Tier 1:Assist the car brands to modify the cars to have Virtual Agent functions and complete the safety certification of car brands.2.How to redesign“Knight Industry Two Thousand”:(1)Low risk by minimum required mechanical design Retain the minimum required mechanical design devices when electronic equipment completely fails(2)High user experience by Virtual Agent Improving automotive equipment usage efficiency (ex:accelerator,sensor,power and connectivity)through Virtual Agent to manage cars domain controller.(3)Switch modes with one click Clarify the legal responsibilities between users and car brands by switching modes with one click.虛擬助理(語音機器人)將成為智慧座艙發展的關鍵Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 12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?Image source:Iron ManImage source:https:/youtu.be/8VU8fpaYYfc?si=kKV7-_e31hcyLAogHolographic ProjectionWearable device displaySpecial Presentation|May 2024以 Walmart 併購 VIZIO 為例 Special Presentation|May 2024“We redefine the intersection of retail and entertainment.”Seth DallaireExecutive Vice President and Chief Revenue Officer,Walmart U.S.Information Classification:GeneralSpecial Presentation|May 2024Walmart 自有電視品牌(Onn+Vizio)將成為北美第一大品牌Analysis:Increase the coverage of collecting customer information and sending advertisementsInformation Classification:GeneralSpecial Presentation|May 2024CastOS 將成為北美市佔率最高的電視作業系統Analysis:Get the Vizios Cast OS and SmartCast platform for less than a fifth of the cost of RokuCopyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 17Walmart customers are finding inspiration everywhere and anywhere,including their favorite TV shows.Its why were always looking for innovative ways to shorten the distance between that inspiration and the ability to purchase-William White,chief marketing officer,Walmart U.S.The shoppable episodes enabled by NBCUniversals Must ShopTV Ad Innovation and Walmarts seamless web checkoutNew interactive process by AI technology Step 1:Identify Identify objects within the scene of a show,enabling viewers to shop products featured in or inspired by the content theyre watching.Step 2:Pair Items are paired with Walmarts internal system(inventory checking),so viewers will only see options that are readily available to purchase.Step 3:Shop Press arrows on the remote to browse the interactive onscreen product carousel and scan a QR code to easily checkout on W.VideoPhotoImage source:WalmartWalmart 透過電視影集了解消費者並即時生成廣告Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 18當圖片與影音可以即時轉換時,何種顯示器需求將崛起?Image source:HPThe impact of generative AI technology:Generative AI technology will break the scenes in which users use pictures and videos and will also indirectly break the existing requirements for display color gamut specifications(Adobe vs DCI-P3).New display color gamut specification requirement:The Display needs to support 100%Adobe color gamut specification and 100%DCI-P3 color gamut specification at same time when AI technology can let pictures and videos to be converted instantly.Starting in 2025,HP will begin to require notebook display to meet this new color gamut specification requirement for high-end content creator notebook PC model.Display color specificationColor GamutsRGB(Rec.709)45%50%60%69%72%92%DCI-P3Adobe RGBNTSC(CIE 1931)BT 2020(Rec 2020)Wx0.3130.3130.3130.3130.3130.3130.3130.3130.3130.3130.3127Wy0.3290.3290.3290.3290.3290.3290.3290.3290.3290.3290.329Rx0.640.590.60.620.630.640.6530.680.640.670.708Ry0.330.350.3450.3320.330.330.330.320.330.330.292Gx0.30.330.330.3450.310.30.2650.2650.210.210.17Gy0.60.5550.5550.6070.60.60.6770.690.710.710.797Bx0.150.1530.1520.1480.150.150.1440.150.150.140.131By0.060.1190.1190.1150.060.060.0280.060.060.080.046Gammanon-linear2.22.22.22.22.22.22.22.22.2Color GamutsRGB(Rec.709)45%50%60%69%72%92%DCI-P3Adobe RGBNTSC(CIE 1931)BT 2020(Rec 2020)sRGB100.00%66.80%69.20%100.00%135.70%134.90%141.20%189.10%DCI-P373.70%49.20%51.00%73.70%100.00%99.40%104.10%139.40%Adobe RGB74.10%49.50%51.30%74.10%100.60%100.00%104.70%140.20%NTSC70.80%47.30%49.00%70.80%96.10%95.50%100.00%133.90%BT202035.90%35.30%36.60%35.90%53.60%52.10%75.80%100.00%Source:HP 2024 OmdiaSpecial Presentation|May 2024AI PC 產品開發趨勢分析Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 20微軟對AI PC 產品的定義note NPU:Neural network Processing Unit;RAM:Random-Access Memory;SSD:Solid-State Drive;DDR:Double Data Rate SDRAM;LPDDR:Low Power DDR;UFS:Universal Flash Storage;TOPS:Tera Operations Per Second;SoC:System on a Chip MIPI:Mobile Industry Processor Interface;FP64/FP32/FP16(for AI training mainly):Floating-Point 64bits/Floating-Point 32bits/Floating-Point 16bits;INT16/INT8/INT4(for AI inference mainly):Integer 16bits/Integer 8bits/Integer 4bits Omdia analysis-The key to AI PC development:How to reduce Latency issue when using AI functions-Three solutions for latency issues:Comp-utility,Storage capacity,and Bandwidth.Copyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 21微軟 AI PC 產品設計規範:MainstreamMicrosoft AI notebook PC requirements(Mainstream product line)Requirement itemsMainstream(Entry)Mainstream(Core)Mainstream(Hero)Starting Price$699$849$999Form FactorUltraslimUltraslim/ConvertibleUltraslim/ConvertibleDisplay Size/Type13-16/IPS13-16/IPS14/16 IPSDisplay Aspect Ration/Resolution 16:10/FHD+or higher16:10/FHD+or higher16:10/QHD+Display PPI/Brightness155 PPI above/300 nits155 PPI above/300 nits214-225 PPI/400 nitsCPU Platform List(example)QC:PurwaQC:PurwaQC:Hamoa;AMD:Krakan Ryzen 5;Intel:Lunar Lake Core 5 UltraMemory16GB16GB16GBStorage256GB512GB512GBCamera720p1080p1080pThickness(mm)18.9 mm 18.9 mm 18.9 mmWeight 4 lbs./1.81 kg 4 lbs./1.81 kg 3 lbs./1.36 kgBattery Life16+hrs.video playback12+hrs.web browsing16+hrs.video playback12+hrs.web browsing14+hrs.video playback10+hrs.web browsingTouchNoYesYesBiometric LoginFingerprintFingerprintFingerprint or Facial RecognitionI/O 1 x USB-C ports;1 x USB-A port;HDMISecuritySecure Core PC/Pluton enabled/Autopilot ReadySource:Microsoft 2024 OmdiaCopyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 22微軟 AI PC 產品設計規範:Premium T&LMicrosoft AI notebook PC requirementsPremium Thin&Light product line)Requirement itemsEntry PremiumCore PremiumHero PremiumStarting Price$999$1199$1299Form FactorUltraslimUltraslimUltraslim/ConvertibleDisplay Size/Type13-16/IPS13-16/IPS14 or 16/IPSDisplay Aspect Ratio/Resolution16:10/FHD+16:10/FHD+16:10/QHD-2.8KDisplay PPI/Brightness155 PPI above/300 nits155 PPI above/300 nits214-225 PPI/400 nitsCPU Platform List(example)QC:Purwa AMD:Krakan Ryzen 5QC:HamoaIntel:Lunar Lake Core 5 Ultra AMD:Krakan/Strix Ryzen 5QC:HamoaIntel:Lunar Lake Core 7 Ultra AMD:Krakan/Strix Ryzen 7Memory16GB16GB16GBStorage256GB512GB512GBCamera1080p1080p1080pThickness(mm)16.9 mm 16.9 mm 16.9 mmWeight 3 lbs./1.36 kg 3 lbs./1.36 kg 3 lbs./1.36 kgBattery Life16+hrs.video playback12+hrs.web browsing16+hrs.video playback12+hrs.web browsing14+hrs.video playback10+hrs.web browsingTouchNoYesYesBiometric LoginFingerprintFingerprintFingerprint or Facial RecognitionI/O 2 x USB-C ports;1 x USB-A port(Recommended);HDMISecuritySecure Core PC/Pluton enabled/Autopilot ReadySource:Microsoft 2024 Omdianote T&L:Thin and LightCopyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 23微軟 AI PC 產品設計規範:Premium TL FlagshipMicrosoft AI notebook PC requirements(Premium Thin&Light Flagship product line)Requirement itemsEntryStep-upHero PremiumStarting Price$1499$1649$1799 Form FactorUltraslim/ConvertibleUltraslim/ConvertibleUltraslim/ConvertibleDisplay Size/Type13-16/IPS13-16/IPS14 or 16/IPSDisplay Aspect Ratio/Resolution16:10/QHD-2.8K16:10/QHD-2.8K16:10/QHD-2.8KDisplay PPI/Brightness155 PPI above/300 nits155 PPI above/300 nits214-225 PPI/400 nitsCPU Platform List(example)AMD:Krakan/Strix Ryzen 5Intel:Lunar Lake Core Ultra 5AMD:Krakan/Strix Ryzen 7 Intel:Lunar Lake Core Ultra 5/7AMD:Krakan/Strix Ryzen 7 Intel:Lunar Lake Core Ultra 7Memory 16GB16GB32GBStorage256GB512GB512GBCamera1080p1080p1080pThickness(mm)15.2 mm 15.2 mm 15.2 mmWeight 3 lbs./1.36 kg 3 lbs./1.36 kg 3 lbs./1.36 kgBattery Life16+hrs.video playback12+hrs.web browsing16+hrs.video playback12+hrs.web browsing14+hrs.video playback10+hrs.web browsingTouchNoYesYesBiometric LoginFingerprintFingerprintFingerprint or Facial RecognitionI/O 2 x USB-C ports;1 x USB-A port(Recommended);HDMISecuritySecure Core PC/Pluton enabled/Autopilot ReadySource:Microsoft 2024 Omdianote T&L:Thin and LightCopyright 2024.All rights reserved.Informa Tech,a trading division of Informa PLCSpecial Presentation|May 2024Page 24微軟 AI PC 產品設計規範:Mobile WorkstationMicrosoft AI notebook PC requirements(Mobile Workstation product line)Requirement itemsEntry WorkstationCore WorkstationHero WorkstationStarting Price$1399$1899$2199Form FactorClamshellClamshellClamsh