AI intelligent hardware, the next trillion outlets？
Source: Titanium Finance Channel
Author | Lightning
Edit | ｜Duke
Source | Titanium Finance
In the second half of 2024, the focus of generative AI seems to be shifting to the hardware field.
First, ByteDance has accelerated its layout in the field of AI intelligent hardware. A few days ago, ByteDance released Ola Friend, the first AI intelligent headset, which was connected to its bean bag model and combined with bean bag APP. As a result, this AI intelligent hardware has become an exploration and attempt of ByteDance in AI scenes, which provides more direct help for users in various scenes in their lives through the bean bag model.
Second, Song Ziwei, who quickly entered the public eye by virtue of her reputation as a product manager, recently issued a document confirming her resignation from LI. The reason she gave was that she "has been paying attention to the AI intelligent hardware track and hopes to explore this imaginative new field."
Technology giants and people in the industry have made great efforts in AI intelligent hardware, because the latter has great development potential. According to the Global AI Wearable Market Report, it is estimated that the market size of AI wearable devices will increase from $41.9 billion in 2024 to $120.7 billion in 2028, with a CAGR of 30.3%–this is just a huge growth space for AI wearable devices. It can be said that AI intelligent hardware is promising.
Massive new products become pioneers, and AI intelligent hardware has great potential.
AI is undoubtedly a powerful tool with great influence in today’s era. With its amazing computing power, efficient data processing speed and evolving learning ability, it profoundly affects the development process of various fields. At the same time, AI is also an undisputed hot trend. Whether it is the frontier exploration in the field of science and technology, the innovation and change in the business world, or the little changes in daily life, AI can be seen active.
Under the brand-new development situation, how to better apply AI has become the core theme of this turbulent era. We have seen that there are many powerful technology giants who actively try to combine AI with their core business by virtue of their huge resource advantages and profound technical details.
In this way, the technology giants have completely transformed their traditional products, making them glow with new vitality and competitiveness. At the same time, technology giants are also carefully planning forward-looking technology layout, and constantly expanding the use scenarios of AI by launching new AI products-from intelligent transportation to smart medical care, from smart home to smart manufacturing, etc., and the application scope of AI is increasingly extensive.
It is worth noting that there are many dynamic start-ups that are also trying to explore the infinite possibilities of AI. They either introduce innovative solutions by integrating AI technology into product research and development; Or lead the downstream hardware to blossom more, showing a subversive heavyweight product. These products not only achieved a major breakthrough in function, but also brought unprecedented changes in user experience.
Among them, AI intelligent hardware, as a new competitive focus, is rapidly playing a world. With the joint efforts of technology giants and start-ups, we have seen new products related to AI intelligent hardware emerge one after another. Take Ola Friend, an AI intelligent headset released by ByteDance, for example, it is catching up with and even reshaping the new wave of AI intelligent hardware.
While predicting the market performance, Global AI Wearable Market Report also highlights that the main trend is expected to focus on AI-driven wearable assistants in addition to the progress of flexible display technology and sensor technology. Obviously, the selling point of Ola Friend, an AI intelligent headset, is that the voice assistant based on the bean bag model can provide online travel consultation, English sparring, music DJ and other functions.
In addition, from the current situation, all kinds of intelligent hardware empowered by AI have become the outlet for major technology giants to compete for layout. For example, Baidu’s Xiaodi recently launched a new generation of learning machine product Z30, which is the world’s first learning machine based on Wenxin’s large model ability. At this year’s iFLYTEK headset new product launch conference, Iflytek launched three AI headsets, adding AI to office.
In terms of start-ups, the new products of AI intelligent hardware seem to be more "bold" and creative. For example, polar shell technology, established at the end of 2021, takes overseas outdoor practitioners as the entry point to develop consumer-grade wearable exoskeletons. Just at the beginning of this year, for hard-core outdoor people, Polar Shell Technology released Hypershell X, an exoskeleton product for outdoor scenes. It is reported that after integrating the polar shell self-developed AI system, Hypershell X can support users to switch without buttons in nine different scenes, such as walking, running, mountaineering and even cycling.
As for PLAUD NOTE, it is the world’s first artificial intelligence recorder supported by ChatGPT, and it is also the world’s first recording device with integrated dual pickup engines. In addition, it also provides voice-to-text transcription and ChatGPT support functions, including automatic summary, meeting minutes, to-do list and mind map, thus greatly improving efficiency.
It can be seen that new products related to AI intelligent hardware are appearing in various appearances-some are eye-catching with fashionable and cool design, some are shocking the industry with powerful functional configuration, and some are eye-catching through unique user experience. This also makes AI intelligent hardware expected to become a new growth point with great potential.
The fresh air port has arrived, and AI intelligent hardware is speeding up.
AI intelligent hardware plays an important role with its unique charm and great potential, and is rapidly becoming a powerful driving force for the sustainable development of technology giants and start-ups.
For example, for technology giants, the development of AI intelligent hardware will provide them with new strategic opportunities. The battle for AI intelligent hardware has started, and technology giants are stepping up their layout. When AI technology is combined with traditional products, it is bursting with great vitality and surging vitality, which makes the use of AI to transform and upgrade the development model become one of the future survival ways of technology giants.
Technology giants can take the lead in the field of AI intelligent hardware by virtue of their strong technical strength, huge user base and rich market resources. By constantly introducing innovative products and solutions, they can further consolidate their market position, expand their business scope and achieve sustainable development.
For start-ups, AI intelligent hardware is a promising field. "AI+" has become a catalyst for emerging industries, and it is more possible for start-ups to create emerging products. Start-ups can give full play to their flexibility and innovative spirit and look for opportunities in the market segment of AI intelligent hardware. They can focus on a specific field or user group and create products with differentiated competitive advantages. Through continuous innovation and breakthrough, start-ups are expected to rise rapidly in the field of AI intelligent hardware, and become an important force to promote the development of the industry with innovation and creativity.
At the same time, the wave of AI generalization is sweeping, which is also encouraging more start-ups to join the wave of AI intelligent hardware. ChatGPT’s breakthrough in generative AI technology, which focuses on large models, lowers the threshold for start-ups to use large model intelligent computing power, and can fully release the potential of AI to develop new products. It is expected that more AI intelligent hardware will appear, making "everything possible". With the generalization of development access, it is expected to create more subversive AI intelligent hardware in the future, completely innovate the way of human life and work, and change the competitive ecology of the industry.
Of course, we must also see that the development of AI intelligent hardware needs a gradual process, a process that is generally accepted by the majority of users. For example, as of 16:00 p.m. on October 12th, Ola Friend, the flagship store in Tik Tok, sold only 800 pieces. Obviously, this AI smart headset is still a long way from the explosion, and it has not even attracted widespread attention on social platforms.
But there is no doubt that AI intelligent hardware is making every effort to create its own brand-new outlet with an unstoppable attitude. Especially at the moment, AI intelligent hardware has gradually moved from concept to reality, from laboratory to market, and the early adopters of a few people are about to become an indispensable part of public life.
Many AI intelligent hardware not only has the functions of traditional hardware, but also integrates advanced AI technology, which can realize intelligent interaction, independent learning and decision-making, bringing unprecedented convenience and efficiency to users. As a result, there are infinite possibilities for AI intelligent hardware, which is shaping the next trillion outlets.