终端厂商竞逐“根技术”与AI全场景

Core Insights - The first Global Consumer Electronics Innovation Conference (CEIC 2025) opened in Shenzhen, focusing on "New Electronics, New Experiences, New Consumption" with participation from nearly 300 tech companies and over 20,000 attendees on the first day [2] - The conference emphasizes breakthroughs in "root technologies" and the construction of an all-scenario ecosystem, shifting competition in consumer electronics from hardware specifications to underlying systems and AI ecosystems [2][6] - Chinese technology standards are aiming to establish new industry "narratives" and drive the global consumer electronics innovation center towards China [2] Group 1: Key Themes and Technologies - The conference showcased five major directions: smart terminals, smart vehicles, smart homes, digital health, and new technologies, presenting an innovation chain from technology to application scenarios [2] - Huawei and Honor highlighted "ecosystem" and "underlying technology" at their booths, with Huawei unveiling the HarmonyOS 6 product line and a new wireless connection technology called "Star Flash" [3][4] - Star Flash technology boasts a transmission delay of only 1/30 of traditional Bluetooth, with a sixfold increase in transmission speed and a tenfold increase in connection capacity [3] Group 2: AI and Privacy Concerns - Honor focused on foldable screen applications and new display technologies, including a naked-eye holographic VR device, while emphasizing data privacy and security in AI applications [4][5] - Honor's YOYO AI assistant received a top-tier certification for user privacy protection, showcasing the integration of privacy security into AI design as a competitive advantage [4][5] Group 3: AIoT and Industry Applications - The AIoT landscape is rapidly developing, with smart vehicles demonstrating "car-home interconnectivity" and AI models being applied in various scenarios, including home care and robotics [6][7] - The conference featured advanced AI technologies, such as a robot with proactive awareness capabilities, indicating a shift towards embodied intelligence in AI applications [7][8] Group 4: Industry Support and Future Outlook - Shenzhen's supportive policies, including a 5 billion yuan AI terminal fund, are facilitating innovation in the consumer electronics sector [8] - The CEIC 2025 is viewed as a platform for industry upgrades and global collaboration, marking a historical shift in China's consumer electronics industry from technology following to innovation leadership [8]