腾讯应用宝&凯度：2026年跨端生态行业白皮书-跨端洞见 增长新篇（40页）.pdf

1、?AI PC?去?AI?务?映?务?AI PC?务?去?Windows 映?PC?2026?Giorgio Sardo?匹?送?告?映?映?PC?撑?AI?模?务?确?PC?PC?3?确?匹?闪?6?撑?去?PC?务?去?PC?PC?去?务?空?匹?KANTAR?送?确?去?务?空?PC?去?务?AI?割?割?姿?封?2025-2026?封?封?PC?AI?PC?WLB?封?研?务?告?割?封?割匹?割?盟?封?封?匹?AI?姿?姿?匹?封?姿?姿?PC?撑?封?封?PC?聊?PC?PC?研务?PC?撑?务?10?PC?封?匹?2023?姿?PC?务?PC?PC?务割?姿务?Part.?1?P

2、art.?2?Part.?3?Part.?4?Part.?5?P05PART ONE1.1PC市场迎来流量黄金新周期1.1.1 三重因素驱PC市场回暖2023-2025年全球PC市场出货量（单位:亿台）2.542.622.742023?2024?2025E?+3.1%+4.1%2024-2025年不同季度中国陆PC市场出货量（单位:万台）2024?Q12024?Q28002024?Q32024?Q42025?Q12025?Q2910110011508901020?11%?12%数据来源：IDC，Canalys,?2024数据来源：Canalys,?2024?PC?撑?2025?务?PC?PC?

3、PC?税?去?PC?1.1.2 AI技术蓬勃发展驱动PC市场新变革聊研Canalys?研?2023?AI PC?务?8%?2024?务?AI PC?PC?15%?PC?研?2025?AI PC?务?260%?AI PC?60%?务?AI PC?Canalys?2025?务?AI PC?34%?2028?AIPC?研PC?73%?AIPC?务?AI?姿?AI?NPU?PC?姿?PC?匹?Deepseek?AI PC?AIPC?匹?聊研?愿?研?2025?Q1?PC?封?6000?PC?封?PC?AI?OLED?AI?盟?60%?Ultra?AI PC?PC?AI?PC?PC?愿?务?PC?姿?愿

4、?愿?去?撑?-4%数据来源：洛图科技，20252025年Q1中国PC电脑线上市场价格结构及变化0-1999?2000-3999?4000-5999?6000-7999?8000-9999?10000?-30%1%48%101%48%?2023年-2028年中国AI?PC市场渗透率及预测趋势83415527362数据来源：Canalys,?2024单位:?%?AI PC?割?姿?Ultra?180TOPS?AI?姿?CPU?NPU?GPU?AI?封?务?Part.?1?Part.?2?Part.?3?Part.?4?Part.?5?P062023?2024?2025E?2026E?2027E?

5、2028E?务?封?PC?勒?PC?Steam?务?务?PC?姿?PC?PC?ARPU?2.5?封?PC?封?PC?封?撑?税?割?研?PC?AI?研?姿?割?研?撑?务?种?PC?割?研?PC游戏态正在持续释放强劲增动?4000?Steam?(?)50%务?Steam/PC?2025Q3?PC?ARPU?2.5?PC?3?ARPU?2?2800?+?2024?Steam?241.5?2024?8?22?务?副?55.13%A?副?副?PC?去?Steam?PC?撑?PC?去?NPU?PC?姿?姿?PC?PART ONE1.2新场景下PC原生内容将持续放量增长Part.?1?Part.?2?P

6、art.?3?Part.?4?Part.?5?P07?90?+?1.3.1 跨端融合已渗透到工作生活、生产的核心场景?PC?远?封?AI?PC?封?割?PC?姿?匹?PC?确?封?PART ONE1.3双环境驱动下跨端生态的崭露新机?封?割?割?封?PC?AI?研?47%?PC?模?36%?30%?25%?PC?AI?47%23%?47%36%30%28%27%26%25%24%在电脑端经常使的跨端内容类型Top10数据来源：2025年跨端定量调研1.3.2用户主动进行跨端尝试，获取效果提升和大屏娱乐体验?Part.?1?Part.?2?Part.?3?Part.?4?Part.?5?P08?