Pacific Securities Research Report points out that innovations in human-computer interaction methods are driving demand for new devices with AI+ consumer electronics. With the upgrading and iteration of AI models, new consumer electronics devices such as AIPC, AI phones, and MR are expected to expand. As AI enters the second half of application promotion and commercialization, the penetration of AI technology from the cloud to terminal devices will change the way humans interact. Recently, GPT-4O and Gemini series applications are now more concentrated on mobile devices such as mobile phones, showcasing new features such as voice assistants and video voice interaction. The upgrade of large model applications places higher demands on hardware equipment. It is expected to drive hardware upgrades and drive demand for new equipment. Recommended attention: Bozhong Seiko, Saiten Co., Ltd., Quick Smart, etc.