According to a research report by CITIC Securities, AI smartphones/computers have entered the "cash in verification period", and AIoT is expected to experience a supply explosion. The biggest change in AI terminals is the reshaping of the interaction paradigm from touch screens to voice and multimodal upgrades, bringing a more concise and efficient user experience. Since 2024, AI smartphones/computers have been "hardware first", creating AI Ready PC/Phone with chips as the core.