AI科技对PC产业的影响

Jeff LinSenior Principal AnalystJeff.lin@informa.com 28|5|2024 演講重點摘要(Key Takeaways) 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(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。 AI科技對PC產業的影響 自然語言將取代傳統的圖形介面成為新的輸入方式 AI技術將改變舊有的輸入與輸出作業流程 [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. Page6 AI技術發展將創造雙向的使用者經驗 AIPC裝置概念就是:讓使用者隨時享用AI雲端服務成果 虛擬助理(聊天機器人)將成為新的人機互動介面 •Microsoft Power Platform: an AI-powered low-code toolset for enhancingMicrosoft cloud services, including Azure, Dynamic 365, and Microsoft 365.•Microsoft Power Automate: Microsoft cloud-based service that allows users tocreate individual workflow between different services both within and outsidethe 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 webapp and as a Microsoft Team app. Users can get up and running withMicrosoftCopilot Studiochatbots in Microsoft Teams. Page9 虛擬助理(聊天機器人)將加速推動數位孿生/元宇宙的發展 - Digital Twins in the Metaverse: the digital duplicates of real-world elements orprocesses 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 internaloperation processes, especially hybrid work style has become a new work trend. [Omdia analysis] New topics by Digital Twins (ex: Virtual Agents) in the Metaverse New 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) 虛擬助理(語音機器人)將成為智慧座艙發展的關鍵 Virtual Agent(Domain controller management byVirtual Agent) Optical Communication [Omdia analysis] (V2X communication – V2V, V2I, V2N) 1. Hybrid car design - Car with Virtual Agent supportThrough traditional design (mechanical design) andnew design (ex: car’s domain controller managementby Virtual Agent) to achieve low operational risk buthigh user experience. 2. How to redesign “Knight Industry Two Thousand”:(1) Low risk by minimum required mechanical designRetain the minimum required mechanical design deviceswhen electronic equipment completely fails(2) High user experience by Virtual AgentImproving automotive equipment usage efficiency(ex: accelerator, sensor, power and connectivity)through Virtual Agent to manage car’s domain controller.(3) Switch modes with one clickClarify the legal responsibilities between users and carbrands by switching modes with one click. MSFT’s Open AI & TomTom(Dec’2023) Sony Space Communications Corporation (Jun’2022)Sony Space Communications Corporation (SSC) foroptical communications technology. Microsoft and TomTomlaunch a new in-car AI- chat with or have help you navigate the world 3. New biz model for Auto Tier 1:Assist the car brands to modify the cars to have Virtual Google’s Gemini (Feb’2024) Agent functions and complete the safety certification ofcar brands. Sony Micro LED for car (Jan’2024) Google brings AI (Google Gemini) to GoogleMessages, Android Auto, Wear OS and more. Sony Honda MotorAfeelacar with Micro LED display 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? Holographic Projection Wearable device display 以Walmart併購VIZIO為例 “We redefine theintersection of retailand entertainment.” SethDallaireExecutive Vice President and Chief Revenue Officer, Walmart U.S. Walmart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 advertisements CastOS將成為北美市佔率最高的電視作業系統 Analysis : Get the Vizio’s Cast OS andSmartCastplatform for less than a fifth of the cost of Roku Walmart透過電視影集了解消費者並即時生成廣告 "Walmart customers are finding inspirationeverywhere and anywhere, including their favoriteTV shows. It’s why we’re always looking forinnovative ways to shorten the distance betweenthat inspiration and the ability to purchase" -William White, chief marketing officer, Walmart U.S. [New interactive process by AI technology]Step 1:Identify Identify objects within the scene of a show,enabling viewers to shop products featured inor inspiredby the content they’re watching.Step 2: Pair Items are paired with Walmart’s internal system (inventory checking), so viewers will only see options that are readilyavailable to purchase.Step 3 : Shop The shoppable episodes enabled by NBCUniversal's MustShopTVAdInnovation and Walmart's seamless web checkout 當圖片與影音可以即時轉換時,何種顯示器需求將崛起? •The