一份端侧AI的内部纪要:投资人应真正关心的3个被忽略的问题!

Ofweek光电信息网
Sep 01, 2025

当谷歌在Pixel 10上演示“实时AI抠图”功能,以及苹果预告将在2025秋季发布会推出“重新定义的AI手机”时,从供应链传出的每一个风声,到华尔街连夜上调的出货量预测,一个近乎完美的剧本已经写好:一个由端侧AI驱动的、史诗级的消费电子“超级升级周期”,即将到来。但当市场的喧嚣散去,一个更冷静、也更致命的问题浮现出来:当一个机会变得如此确定无疑,如果所有人都在谈论端侧AI、所有芯片财报都在重复“...

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