According to media reports, Microsoft will release the Surface Pro 10 and Surface Laptop 6 on March 21, which is expected to be Microsoft's first AI PC products. The devices will be equipped with processors based on Intel Core Ultra or Qualcomm Snapdragon X Elite, equipped with the latest NPU to enhance AI capabilities. The new product will be equipped with an “AI Explorer” function, which is the difference between AI PCs and ordinary PCs. AI Explorer can operate on any application, and users can search for documents, web pages, images, and chats using natural language.

Huafu Securities believes that with good chip support, AI PC products from terminal manufacturers such as Lenovo, HP, and Dell are being implemented at an accelerated pace, and 2024 is expected to usher in the first year of large-scale AI PC shipments. Qunzhi Consulting predicts that global AI PC shipments will reach about 13 million units in 2024, while AI PC unit shipments will continue to maintain an annual growth rate of more than double digits from 2025 to 2026, and become a mainstream PC product type in 2027. This means that the global PC industry will steadily enter the AI era within the next five years. With the gradual maturity of hardware terminals and the continuous expansion of application scenarios, AI PC may profoundly transform the PC industry and drive the related industry chain into a new round of growth.

According to the Finance Federation's theme library, among the relevant listed companies:

Bojie's testing solutions can support the testing needs of AI PC products, and has business cooperation with leading customers in the PC industry.

Yidao Information has actively followed up with mainstream models such as Big Language and AIGC, and can generate text and images on the PC side through mainstream big models such as Stable Diffusion. Currently, the company's AI PC is still in the project development stage.