[Citic Construction Investment: it is recommended to focus on the Internet of things modules and intelligent controllers] the CITIC Construction Investment Research report believes that in the future, AI computing power will take into account hardware capabilities, costs and other factors, with a mixed AI architecture and flexible distribution at the edge and in the cloud. Large models are beginning to infiltrate into intelligent terminals (edge end), and such scenarios will be the first to land in mobile phones, PC, intelligent driving, embodied intelligence, meta-universe, industrial control and other scenarios. The core of the edge AI is to introduce the AI ability of the edge side to further enhance the computing power and connection ability of the edge side. It is recommended to focus on the Internet of things module, intelligent controller plate. The increment brought by AI is expected to drive the cellular Internet of things module industry to a compound growth rate of 25%, 50% and 30%.