家电品牌AI应用加速，深度融入中国本土供应链丨进博观察

Core Insights - The global home appliance industry is undergoing a deep restructuring driven by "AI + supply chain" dynamics, with a shift from single product intelligence to integrated scene solutions [1][2] - China's market is becoming a crucial hub for supply chain and technology development, with multinational brands transitioning to a model of "smart ecosystem + local innovation" [1][4] - The demand for AI applications in home appliances is a key engine for industry upgrades and market competition [2][3] AI Applications - AI has become a core driver of innovation in the home appliance sector, exemplified by Panasonic's Alpha G5 washing and drying machine, which utilizes 76 smart chips for real-time fabric and stain analysis [2] - Sony showcased AI enhancements in elderly care devices, such as fall detection sensors that analyze skeletal motion data to provide timely alerts [2] - Companies are increasingly focusing on scene-based and systematized solutions rather than just individual smart devices [2][3] Local Supply Chain Integration - Many foreign brands have established manufacturing facilities in China, enhancing their integration with local supply chains and responding to diverse market demands [4][5] - Sony's "China Star Program" aims to support local game developers, fostering a robust ecosystem for console gaming in China [5] - Panasonic's strategy includes exporting Chinese products and designs to Southeast Asia, leveraging China's manufacturing capabilities [5][6] R&D and Innovation - The Chinese government's initiatives aim to cultivate innovation centers in the home appliance sector by 2025, promoting green, smart, and healthy product development [7] - Sony's image sensor business is experiencing rapid growth, particularly in the automotive sector, driven by demand from Chinese manufacturers [7][8] - Panasonic has established a large local R&D team, with significant resources dedicated to smart appliances and automotive systems [8] Market Trends - The 2025 Import Expo will feature 461 new products and technologies, highlighting a trend of "China R&D - China Validation - Global Replication" in the home appliance and consumer electronics sectors [9]