Institution: 2027 to see dual-frequency resonance of physical AI cycle and AI super cycle

According to IDC Consulting, in 2027 the physical AI cycle and the AI super-cycle will resonate at dual frequencies, supply will remain tight, shipments of traditional terminals will come under pressure, and the market will build momentum for a rebirth amid the gloom. By 2030, China's terminal market shipments will reach 930 million units, of which AI terminal shipments will be 300 million, with a five-year compound annual growth rate of 16.5%.