家电行业：AI赋能与渠道重塑－2025年春季策略

自主可控与 AI 算力驱动，国内半导体制造迎重大机遇：为满足人工智 能领域不断增长的算力需求，全球 GPU芯片的需求量大幅提升。美国针对 GPU 芯片对华出口的管制日趋严格；国内 GPU 企业在中国大陆以外的晶圆代工渠 道也面临着更多风险。自主设计+代工生产的国产 GPU 芯片已成为保障国内 人工智能产业发展的关键替代品，其生产过程需要消耗大量的晶圆代工产能

人工智能迎来应用拐点，23-28年数据中心新增IT负载CAGR高达24% 算力是数字经济时代的核心生产力，是继热力、电力之后重要的新生产力。2020年以来全球大模型快速发展迭代，以DeepSeek为代表的开源模型大幅降低AI门槛，根据杰文斯悖论推理和应用需求有望出现爆发式增长。2023年全球计 算设备算力总规模达到1397EFops，其中智能算力占比为63%；预计2030年全球算力将超过16ZFlops，2023-2030CAGR达42%，其中智能算力占比超过90%。根据Semi Analysis，2023年全球数据中心IT负载规模约为49GW，预计 2028年达到140GW，23-28年CAGR高达24%；其中，AI负载有望达到80-85GW，五年时间增长约20倍。AI革命背景下，全球主要云服务商资本开支快速放量，美国四大云厂2025年资本开支预计超过3100亿美元，同比增长43%；国 内以字节跳动、阿里、腾讯为代表的头部互联网企业纷纷加大数据中心基建力度。

Digital radiography (DR) has revolutionized the field of medical imaging, offering a modern and more efficient alternative to traditional film-based radiography. By leveraging digital sensors, DR provides faster, higher-quality images with reduced radiation exposure, significantly improving diagnostic capabilities.

Distraction osteogenesis is a technique employed in the context of reconstructive orthopedic surgery, podiatric surgery, as well as oral and maxillofacial surgery for the correction of skeletal deformities. This method entails the deliberate cutting and gradual separation of the bone, facilitating the natural healing process to bridge the gap. Distraction osteogenesis devices are specialized medical tools designed to facilitate the elongation of bones during the distraction osteogenesis process. The devices used typically include distraction devices and others that enable controlled and precise adjustments.

Global Bluetooth Speaker Market - Focused Insights

• Autonomous vehicle makers are working hard to address the issue of autonomous vehicle safety when they are deployed on public roads. These players believe that autonomous vehicles will be far safer drivers than human drivers. This standard necessitates a large increase in existing testing installations.

A Christmas tree is a stack of valves that can be installed on a subsea wellhead to provide a controllable interface between the well and production facilities.

The global welding accessories market has witnessed substantial growth over the past decade, driven by the increasing demand for welding solutions across various industries such as automotive, construction, aerospace, and manufacturing. Welding accessories, including helmets, gloves, torches, cables, consumables, and safety equipment, are essential components of welding operations that ensure the efficiency, precision, and safety of the process. These accessories not only improve the quality of the weld but also enhance productivity and protect workers from potential hazards. As industries continue to innovate and demand higher performance levels, the welding accessories market is poised for further expansion in the coming years.

Water filters are designed to remove impurities such as sediments, taste, odor, bacteria, herbicides, and pesticides from the water to improve its quality for residential applications such as drinking, cooking, bathing, and other appliances. According to World Bank 2023, over two billion people worldwide lack access to safely managed drinking water services.