AI科技对PC产业的影响

SpecialPresentation|May2024 AI科技對PC產業的影響 JeffLin SeniorPrincipalAnalystJeff.lin@informa.com 28|5|2024 SpecialPresentation|May2024 演講重點摘要(KeyTakeaways) Page3 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC SpecialPresentation|May2024 演講重點摘要(KeyTakeaways) •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(AdobeRGB&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。 SpecialPresentation|May2024 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 Page5 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC Page6 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC [note]Query:Thisword’srelevancetootherwords;Key:Otherwords’relevancetothisword;Value:Thisword’srelevancetothesentencesbeforeandafter. AI技術將改變舊有的輸入與輸出作業流程 [Omdiaanalysis]1.AIlanguagemodel:Notonlyunderstandsyourmeaning,butalsoyourlogic;2.Prompt:KeycommunicationtoolwithmachinesbeforevirtualagentAppsready. AI技術發展將創造雙向的使用者經驗 Page7 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC Source:Microsoft ©2024Omdia Page8 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC AIPC裝置概念就是:讓使用者隨時享用AI雲端服務成果 MicrosoftEcosystemAIRoadmap Timeline Availablenow FY23+ FY24H1(Jul'23toDec'23) CY24+ Stage CloudAI(PoweredbytheCloud) AICapablePC(AIontheClient) DynamicCloud+Client(Integrated) SolutionArea BusinessApps,DigitalApp,&Infra BusinessApps&Infra Security&Windows WindowsandDevices ProductAnnounce Dynamic365Copilot:VivaSalesDynamic365Copilot:MarketingDynamic365Copilot:CustomerServiceDynamic365Copilot:SupplyChainDynamic365Copilot:BusinessCentralGitHubCopilotAIOptimizedVirtualMachines(GA:NC,NV,NDv2,NDv4) CopilotinPowerAppsCopilotinPowerAutomateCopilotinPowerVirtualAgentsAzureOpenAIServiceAzureOpenAIServiceinAIBuilderMicrosoft365Copilot(Word,Excel,PowerPoint,Teams,Outlooks,Loop,OneNote,BusinessChat)AIOptimizedVirtualMachines(Preview:NDv5H100)Fabric-PreviewnowWindowsCopilotpreview MicrosoftSecurityCopilotLimitedPreview:ClosedPublicPreview:FY24Q2-June2023:DeveloperspreviewforWindowsCopilot-Fall2023:WindowsCopilot StaytunedformoreWindowsanddeviceAIinnovation. PartnerAction SellCopilotBizAppsSellNC,NV,NDv2VMs SellBizAppsSellTeamsPremium(nochangetoplan)SellME3/ME5as"AIready"pre-requisitesSetupanAIworkshop SellMicrosoftDefenderandMicrosoftSentinel Staytuned.Lotsofexcitingannouncementstocome. 虛擬助理(聊天機器人)將成為新的人機互動介面 MicrosoftPowerPlatform Imagesource:Microsoft VirtualAgents(Chatbots): Newuserinterfacebetweencloudservices(Server)andend-devices(Client)(Launchingdate:Apr’23) Page9 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC [note]MicrosoftCopilotStudio:anend-to-endconversationalAIplatformthatempowersuserstocreateandcustomizeCopilotsusingnatural languageoragraphicalinterface. •MicrosoftPowerPlatform:anAI-poweredlow-codetoolsetforenhancingMicrosoftcloudservices,includingAzure,Dynamic365,andMicrosoft365. •MicrosoftPowerAutomate:Microsoftcloud-basedservicethatallowsuserstocreateindividualworkflowbetweendifferentservicesbothwithinandoutsidetheMicrosoftCloud–increasetheefficiencyoftheprocessesatthecompany. •MicrosoftPowerVirtualAgents:Microsoftsoftware-as-a-service(SaaS)offeringwhichenableuserstocreatechatbots,bothinadedicatedonlinewebappandasaMicrosoftTeamapp.UserscangetupandrunningwithMicrosoftCopilotStudiochatbotsinMicrosoftTeams. Page10 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC 虛擬助理(聊天機器人)將加速推動數位孿生/元宇宙的發展 VirtualAgentpowersDigitalTwinsintheMetaverse Imagesource:Nvidia -DigitalTwinsintheMetaverse:thedigitalduplicatesofreal-worldelementsorprocessesinasetofdigitalspaces.Forexample,VirtualAgentsactasup-to-date,real-timecopiesintheEnterpriseMetaverseandassisteachenterprisetooptimizeinternaloperationprocesses,especiallyhybridworkstylehasbecomeanewworktrend. [Omdiaanalysis]NewtopicsbyDigitalTwins(ex:VirtualAgents)intheMetaverseNewtopic1:HowtobuildaDigitalTwinintheMetaverse(ex:Comp-utility/Apps)Newtopic2:HowtocreateandtradeassetsintheMetaverse(ex:Crypto) Newtopic3:HowtomanageactivitieswithintheMetaverse(ex:LawforMetaverse) 虛擬助理(語音機器人)將成為智慧座艙發展的關鍵 Page11 Copyright©2024.Allrightsreserved.InformaTech,atradingdivisionofInformaPLC OpticalCommunication (V2Xcommunication–V2V,V2I,V2N) MicroLED+Opticalcommunication Imagesource:myKITT.de SonySpaceCommunicationsCorporation(Jun’2022)SonySpaceCommunicationsCorporation(SSC)foropticalcommunicationstechnology. SonyMicroLEDforcar(Jan’2024) SonyHondaMotorAfeelacarwithMicroLEDdisplay VirtualAgent (DomaincontrollermanagementbyVirtualAgent) VirtualAgent Imagesource:myKITT.de MSFT’sOpenAI&TomTom(Dec’2023) MicrosoftandTomTomlaunchanewin-carAI -chatwithorhavehelpyounavigatetheworld Google’s