“十五五”消费电子行业全景:政策赋能、市场爆发与投资路径“十五五”规划将消费电子行业置于国家科技战略的核心位置,政策源头直指国家发改委、工信部等核心部委。其核心条文明确提出“以AI技术重构终端生态”为战略主线,要求通过突破端侧AI芯片、多模态交互算法等关键技术,推动智能手机、PC、可穿戴设备向“智能体”形态进化。同时,政策强调“产业链安全”,将半导体设备、材料国产化率纳入地方政府考核指标,并设立...
Source Link“十五五”消费电子行业全景:政策赋能、市场爆发与投资路径“十五五”规划将消费电子行业置于国家科技战略的核心位置,政策源头直指国家发改委、工信部等核心部委。其核心条文明确提出“以AI技术重构终端生态”为战略主线,要求通过突破端侧AI芯片、多模态交互算法等关键技术,推动智能手机、PC、可穿戴设备向“智能体”形态进化。同时,政策强调“产业链安全”,将半导体设备、材料国产化率纳入地方政府考核指标,并设立...
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