On February 7, Gelonghui reported that Haopeng Technology (001283.SZ) stated during a specific audience investigation that, from an Industry logic perspective, DeepSeek has driven a wave of local large model (LLM) deployments, with more open-source models similar to DeepSeek expected to emerge in the future, further promoting the development of the local LLM ecosystem; at the same time, with the continuous launch of new Consumer-grade computing power chips, AI PCs and AI mobile phones will once again trigger a wave of replacement cycles. In addition, as the application scenarios for small models at the terminal continue to expand, it is expected to attract more developers and businesses to engage in the terminal AI field, thereby stimulating more possibilities for terminal AI.
Compared to other terminals, PCs possess productivity tool attributes, and users pursue performance experience more, making them the preferred terminal for supporting larger-scale local models. According to Canalys Statistics, global PC shipments are expected to grow by 3.8% in 2024, reaching 0.255 billion units, and this year will continue to accelerate. AI PC shipments are expected to reach 0.1 billion units by 2025, accounting for 40%; by 2028, shipments are expected to reach 0.205 billion units, accounting for 70%. Currently, the company's PC Battery products have significant competitive advantages and deep technological accumulation in energy density, battery heat dissipation, and temperature rise performance, creating a close strategic partnership with customers through comprehensive competitive strength across R&D, Operation, manufacturing, and service. Under the catalyst of the Industry replacement cycle and new AI PC products, the company continues to introduce more international strategic customers while steadily increasing the supply share of existing customers. It is expected that the company's PC Battery Business Sector will continue to maintain stable growth.
In addition, under the guidance of the "All in AI" Global Strategy, the company continues to focus on the many opportunities brought about by the changes in AI terminal applications, anchoring the Consumer business fundamentals, and strategically positioning and investing in market insights, R&D input, and delivery assurance, continuously advancing towards more internationally influential major brand customers. Currently, the company has laid out in AI glasses, AI toys, AI headphones, and hearing aids, completing various stages such as targeted, sample delivery, testing, and review for different clients, with plans for product mass production to be realized throughout this year.
