B[Device-side AI concept continues to be strong, Quectel Communications 2-connected board] On October 21, the device-side AI concept continued to be strong yesterday, Quectel Communications 2-connected board, after Sunsea Smart 2-connected board, Aojie Technology, Minxin Technology, Rockchip, Espressif Systems, and Zhiwei Intelligence rose by more than 5%. According to the news, Counterpoint predicts that the penetration rate of generative AI mobile phones in the global market will reach 52% in 2027, and on-device AI will shift from a high-end selling point to a factory standard. Gartner data shows that the proportion of AIPC shipments will jump from 15.6% in 2024 to approximately 54.7% in 2026. AIPC is expected to become the norm in 2029. B[The concept of on-device AI fluctuates and rises, Rockchip has reached its daily limit] On September 22, the concept of on-device AI fluctuated and rose during the session, and Rockchip and Rockchip hit its daily limit. Rongqi Technology, Broadcom Integration, Hengxuan Technology, Xingchen Technology, Zhongke Lanxun, and Aojie Technology were among the top gainers. On the news, JPMorgan Chase’s latest report predicts that ASIC/XPU’s share of AI accelerator unit shipments will rise to 54% in 2027, surpassing GPU; it will further rise to 55% in 2028. It estimates that the customized AI ASIC market size will be approximately US$60 billion to US$70 billion in 2026, with a compound growth rate of more than 40% to 50% in the next few years.
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