申万宏源：豆包大模型加速商业化落地端侧AI硬件生态百花齐放

财中社2025-06-16

申万宏源发表研究报告称：AI赋能硬件价值跃迁，AIoT产品出货量将迎爆发式增长。AI技术正从传统计算中心向泛在物联终端溢出，成为重塑硬件价值的核心驱动力。AI的通用技术属性，使得硬件厂商能够以较低的边际研发成本，突破原有市场边界，切入高价值的新兴垂直行业。截至目前，接入豆包大模型的AIoT产品（不含手机、汽车、电脑）出货量已超100万台，预计今年底将突破1000万台。AI云原生构筑新范式，豆包大...

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申万宏源：豆包大模型加速商业化落地 端侧AI硬件生态百花齐放

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申万宏源：豆包大模型加速商业化落地端侧AI硬件生态百花齐放