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According to a report by the Financial Associated Press on June 17, the CITIC Construction Investment Research Report believes that in the future, AI computing power will comprehensively consider hardware capabilities, costs and other factors, and use a hybrid AI architecture to flexibly allocate on the edge and the cloud. The infiltration of large-scale models into smart terminals (edge terminals) has begun to take shape. Such scenarios will first be implemented in scenarios such as mobile phones, PCs, smart driving, embodied intelligence, metaverse, and industrial control. The core of edge AI is to introduce edge-side AI capabilities to further enhance edge-side computing power and connection capabilities. It is recommended to focus on IoT modules and smart controllers. The increase brought by AI is expected to drive the cellular IoT module industry into a stage of 25%-30% compound growth rate.

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