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Microsoft has announced the first Surface AI-powered computers built specifically for business users: Surface Pro 10 Business Edition and Surface Laptop 6 Business Edition. Both will begin shipping to commercial customers on April 9, with prices starting at $1,199 (approximately RMB 8,632). But it will not be sold directly to consumers.
With the arrival of the first AI PCs, Microsoft is expected to add many artificial intelligence features to Windows systems later this year, and these two new devices will be ready for them.
Microsoft's first AI PC debuts
From the appearance, these two products have no updates compared to their predecessors. The only change is the addition of dedicated CoPilot keys for Microsoft’s artificial intelligence assistant on the keyboard.
In January this year, Microsoft specially introduced the Copilot key: it is the first major keyboard change for Windows PCs in nearly thirty years, and can start the Copilot experience of Windows PCs with one click.
In terms of configuration, the new PC launched this time uses the latest Intel Core Ultra processor, which is the most significant upgrade of these two products: Surface Pro 10 uses Core Ultra 5 135U or Core Ultra 7 165U chip, while the previous The Surface Pro 9 business version is powered by a Core i5-1245U or i7-1265U chip, so this CPU upgrade means Microsoft skipped the 13th-generation chip and went directly from the outdated 12th-generation chip to the one just a few months ago. The launch of the Core Ultra chip.
In addition, these two computers also have the neural network processing unit (NPU), the core "brain" of the intelligent computing era that accelerates the execution of AI tasks. By integrating the NPU, it can provide users with AI capabilities including Windows Studio Effects and real-time subtitles, and enable enterprises and developers to build their own AI applications and experiences.
With AI-assisted Windows Studio effects, users can enable automatic framing to keep their face in the center of the frame and the background always blurred. Acer and HP have previously launched laptops using Core Ultra chips, which also have this effect.
Microsoft has also improved the Surface Pro 10’s 13-inch display with a new anti-reflective coating that’s 33 percent brighter.
The front camera of Surface Pro 10 has been upgraded from 1080p of Pro 9 to 1440p, and the camera will have a 114-degree wide-angle field of view, allowing it to cooperate with AI-enhanced camera functions; the front camera of Surface Laptop 6 has been upgraded from the previous 720p to 1080p.
In terms of performance, Surface Laptop 6 is twice as fast as Surface Laptop 5, and Surface Pro 10 is 53% faster than the previous generation Surface Pro 9.
Microsoft is also including an NFC reader on Surface Pro 10 Business, making it easy for businesses to authenticate using devices like the YubiKey NFC security key. Microsoft also plans to offer a 5G option for the Surface Pro 10 Business Edition.
In addition, Microsoft plans to host a special Windows and Surface artificial intelligence event on May 20, where Microsoft CEO Satya Nadella will share the company's "artificial intelligence vision" in software and hardware. , consumer versions of Surface Pro 10 and Surface Laptop 6 are expected to debut.
The industrial chain is expected to usher in a new round of rising volume and price
On March 21, the AMD AI PC Innovation Summit was held in Beijing. The theme of this summit is "Advancing AI PC". Many technology giants in the industry participated and revealed their layout on AI PC. The AI capabilities of AMD Ryzen 8040 series mobile processors and the Ryzen AI Software platform were demonstrated at the conference.
AMD CEO Su Zifeng said that millions of Ryzen AI PCs have been shipped. AMD has not only empowered the digital lives of billions of people, but will also adhere to its commitment to Greater China in the future, such as setting up major R&D centers. , AI Center of Excellence, empowering large enterprises, joint R&D and ecological co-construction, etc.
Liu Jun, executive vice president of Lenovo Group and president of China, said that Lenovo Group will hold the Lenovo Innovation and Technology Conference on April 18, where the latest strategy and new products of Lenovo AI PC will be released.
Canalys predicts a wave of AI-powered models will emerge in the first half of 2024.
The AI PC market is expected to grow rapidly in 2025 and 2026, given the launch of the latest Windows operating system in late 2024 that will release AI-enhanced features and the widespread application of AI tools in business and productivity software. Canalys predicts that by 2027, global AI PC shipments are expected to exceed 170 million units, accounting for more than 60% of total personal computer shipments. The CAGR of AI PC shipments from 2023 to 2027 will reach 63%.
Industrial Securities said that major technology giants such as Microsoft are applying large AI models to terminal devices such as PCs, and the penetration of edge-side AI is expected to accelerate, which will in turn drive an explosion in demand for computing power and increase the value of servers, AI chips, optical chips, storage, PCB boards and other links. will be significantly improved.
According to statistics, there are 61 listed companies in the A-share market that have deployed the AI PC industry chain, and 6 of them rose in early trading. Tongyou Technology, Northern Huachuang, and Sangfor were the top gainers, rising 8.13%, 4.21%, and 3.27% respectively.
From the perspective of capital flow, 24 AI PC concept stocks have received net inflows from northbound funds since March, of which 14 stocks have net inflows exceeding 100 million yuan, with Vail Holdings and North Hua Chuang leading the net inflows, both exceeding 1 billion yuan.
Microsoft has announced the first Surface AI-powered computers built specifically for business users: Surface Pro 10 Business Edition and Surface Laptop 6 Business Edition. Both will begin shipping to commercial customers on April 9, with prices starting at $1,199 (approximately RMB 8,632). But it will not be sold directly to consumers.
With the arrival of the first AI PCs, Microsoft is expected to add many artificial intelligence features to Windows systems later this year, and these two new devices will be ready for them.
Microsoft's first AI PC debuts
From the appearance, these two products have no updates compared to their predecessors. The only change is the addition of dedicated CoPilot keys for Microsoft’s artificial intelligence assistant on the keyboard.
In January this year, Microsoft specially introduced the Copilot key: it is the first major keyboard change for Windows PCs in nearly thirty years, and can start the Copilot experience of Windows PCs with one click.
In terms of configuration, the new PC launched this time uses the latest Intel Core Ultra processor, which is the most significant upgrade of these two products: Surface Pro 10 uses Core Ultra 5 135U or Core Ultra 7 165U chip, while the previous The Surface Pro 9 business version is powered by a Core i5-1245U or i7-1265U chip, so this CPU upgrade means Microsoft skipped the 13th-generation chip and went directly from the outdated 12th-generation chip to the one just a few months ago. The launch of the Core Ultra chip.
In addition, these two computers also have the neural network processing unit (NPU), the core "brain" of the intelligent computing era that accelerates the execution of AI tasks. By integrating the NPU, it can provide users with AI capabilities including Windows Studio Effects and real-time subtitles, and enable enterprises and developers to build their own AI applications and experiences.
With AI-assisted Windows Studio effects, users can enable automatic framing to keep their face in the center of the frame and the background always blurred. Acer and HP have previously launched laptops using Core Ultra chips, which also have this effect.
Microsoft has also improved the Surface Pro 10’s 13-inch display with a new anti-reflective coating that’s 33 percent brighter.
The front camera of Surface Pro 10 has been upgraded from 1080p of Pro 9 to 1440p, and the camera will have a 114-degree wide-angle field of view, allowing it to cooperate with AI-enhanced camera functions; the front camera of Surface Laptop 6 has been upgraded from the previous 720p to 1080p.
In terms of performance, Surface Laptop 6 is twice as fast as Surface Laptop 5, and Surface Pro 10 is 53% faster than the previous generation Surface Pro 9.
Microsoft is also including an NFC reader on Surface Pro 10 Business, making it easy for businesses to authenticate using devices like the YubiKey NFC security key. Microsoft also plans to offer a 5G option for the Surface Pro 10 Business Edition.
In addition, Microsoft plans to host a special Windows and Surface artificial intelligence event on May 20, where Microsoft CEO Satya Nadella will share the company's "artificial intelligence vision" in software and hardware. , consumer versions of Surface Pro 10 and Surface Laptop 6 are expected to debut.
The industrial chain is expected to usher in a new round of rising volume and price
On March 21, the AMD AI PC Innovation Summit was held in Beijing. The theme of this summit is "Advancing AI PC". Many technology giants in the industry participated and revealed their layout on AI PC. The AI capabilities of AMD Ryzen 8040 series mobile processors and the Ryzen AI Software platform were demonstrated at the conference.
AMD CEO Su Zifeng said that millions of Ryzen AI PCs have been shipped. AMD has not only empowered the digital lives of billions of people, but will also adhere to its commitment to Greater China in the future, such as setting up major R&D centers. , AI Center of Excellence, empowering large enterprises, joint R&D and ecological co-construction, etc.
Liu Jun, executive vice president of Lenovo Group and president of China, said that Lenovo Group will hold the Lenovo Innovation and Technology Conference on April 18, where the latest strategy and new products of Lenovo AI PC will be released.
Canalys predicts a wave of AI-powered models will emerge in the first half of 2024.
The AI PC market is expected to grow rapidly in 2025 and 2026, given the launch of the latest Windows operating system in late 2024 that will release AI-enhanced features and the widespread application of AI tools in business and productivity software. Canalys predicts that by 2027, global AI PC shipments are expected to exceed 170 million units, accounting for more than 60% of total personal computer shipments. The CAGR of AI PC shipments from 2023 to 2027 will reach 63%.
Industrial Securities said that major technology giants such as Microsoft are applying large AI models to terminal devices such as PCs, and the penetration of edge-side AI is expected to accelerate, which will in turn drive an explosion in demand for computing power and increase the value of servers, AI chips, optical chips, storage, PCB boards and other links. will be significantly improved.
According to statistics, there are 61 listed companies in the A-share market that have deployed the AI PC industry chain, and 6 of them rose in early trading. Tongyou Technology, Northern Huachuang, and Sangfor were the top gainers, rising 8.13%, 4.21%, and 3.27% respectively.
From the perspective of capital flow, 24 AI PC concept stocks have received net inflows from northbound funds since March, of which 14 stocks have net inflows exceeding 100 million yuan, with Vail Holdings and North Hua Chuang leading the net inflows, both exceeding 1 billion yuan.
