谷歌在AI大模型竞争激烈的高端市场之外，选择聚焦入门级市场，于6月3日宣布为Android Go系统推出Gemini Go AI助手。该助手专为内存2GB以上的低配设备设计，让用户能在存储和性能有限的手机上体验生成式AI功能。此举旨在扩大AI技术覆盖范围，推动入门级设备智能化。
三星电子一季度财报显示，其芯片业务因AI热潮和内存需求反弹，利润同比增长近50倍。公司宣布进军AI眼镜市场，计划推出沉浸式、多模态AI体验的智能眼镜。同时警告，因需求旺盛，相关供应短缺可能持续至2027年。
内存市场出现稳定迹象，大型科技公司需求下降或致DRAM价格回落。此前价格飙升主要因OpenAI向三星和SK海力士采购约90万片DRAM晶圆。
SK海力士预测，受AI需求推动，内存价格将持续上涨。市场已回归理性，客户减少非理性囤货，供需趋于平衡。尽管PC和移动设备需求可能放缓，但AI相关需求将支撑内存市场增长。
Openai
$0.4
Input tokens/M
-
Output tokens/M
128
Context Length
Google
$140
$280
32
Baichuan
$15
Tencent
$3.5
$7
4
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