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AI浪潮推动算力需求激增，导致硬件供需失衡。封测领域因AI芯片需求及成本上涨而提价，存储产业也面临供应紧张和价格波动，行业正经历深刻变革。
QuestMobile报告显示，2025年中国AI终端生态快速发展，智能穿戴、家居和汽车领域成重点。国产算力芯片崛起推动轻量化、低成本端侧部署成为主流，用户需求持续增长。智能穿戴App月活用户达1.59亿，同比增长12.8%，AI眼镜、AR/VR头显和AI手表等新兴产品备受关注。
中科曙光与湖南汇视威在长沙联合发布"橘洲"V1.5端侧版，这是国产首个基于国产算力训练的视觉基座大模型重要升级。新版本实现从"单系统"到"全生态"转型，全面适配安卓系统，构建跨平台、多芯片的端侧AI部署能力，标志着国产AI视觉技术在端侧部署领域取得新突破。
Anthropic
$21
Input tokens/M
$105
Output tokens/M
200
Context Length
Alibaba
-
Bytedance
Baidu
Tencent
$2
$525
Chatglm
128
Iflytek
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