Core Insights - The eighth China International Import Expo (CIIE) is a significant platform for global companies to showcase advanced technologies and observe market trends in China [1] - Panasonic's participation highlights its strategic focus on AI and its transformation in the Chinese market over 47 years, with a shift from home appliances to a diverse portfolio including electronic components and new energy [2][3] Company Strategy - Panasonic's AI strategy, termed "two-end empowerment," focuses on integrating AI into consumer products and supporting the AI industry with essential components [4][5] - The company has seen a 3% sales growth and a 24% profit increase in the first half of the 2025 fiscal year in China, driven by strong performance in high-performance capacitors and electronic components [5][6] Market Trends - The Chinese market is increasingly adopting new technologies, with a notable acceptance of innovative products, such as the AI-enabled smart toilet developed specifically for China [3][4] - The AI computing market in China is projected to grow significantly, with estimates suggesting a market size of $33.7 billion by 2026, driven by demand for AI computing capabilities [5][6] Investment and Expansion - Panasonic is investing heavily in new factories in China, with a total investment of 1.51 billion yuan across three new facilities focused on 5G electronic materials and semiconductor needs [6][7] - The company is optimistic about the future of AI in China, noting the widespread visibility of AI technology in everyday life [7]
对话松下控股全球副总裁本间哲朗：两端赋能驶向中国AI星辰大海