In the application of products, the devaluation of smart speakers, as it will become an important channel for AI into private consumption, user instructions directly replace the screen by voice capabilities, there are a number of international companies to invest in intelligent speaker market, such as the United States Department Amazon, Google , Apple, Sonos, mainland China's Baidu, Alibaba, millet, etc., show that consumer AI products that receive voice commands will gradually be favored by consumers.
It is expected that the market demand for smart speakers will increase dramatically in 2018 and the shipment volume will increase from 2,000 to 25 million units in 2017 to between 4,000 and 50 million units. Among them, HomePod of Apple will be one of the focuses in 2018 market. High and pulled up the price, still expected its demand will reach 500 to 8 million units.
AI technology is also used with IoT applications, with areas expanding to smart cities, smart grids and e-health. The demand for servers behind this will be significantly increased.
Optimistic about Intel's new server platform Purley with higher computing efficiency and lower energy consumption, according to the United States Cisco estimates, the market demand for network equipment to expand, such as streaming media need higher transmission speed, will enable global data center in 2019 IP traffic reached 10.4 ZB, compound annual growth rate of 25%.
With the proportion of transmission traffic from third-party data centers increasing, the demand for data center expansion will be stimulated. For example, the online video-to-Internet demand will increase from the current 72% to more than 80% from 2019 to 2020, which shows that the increase in traffic flow The data center giants will continue to upgrade their servers and switches and expand the capacity of their storage devices. Therefore, the Purley platform is expected to push up the overall market demand for servers / data centers in 2018.
On the other hand, the advent of AI applications continues to lead the demand for cloud data centers. Compared with the previous generation platforms, Purley computing performance is improved by 65%, energy consumption is reduced by 20%, and faster transmission speeds enable big data, AI, efficient computing, Enterprise IT, cloud and IoT, to attract data center operators to adopt a new platform to build their servers. It is expected that Purley's server adoption rate will increase from about 10% in Q4 of 2017 to 50 in the second half of this year %.