消费电子顶级盛会下月召开，英伟达、联想等巨头出席，多款AI新品有望亮相

Event Overview - The 2026 International Consumer Electronics Show (CES) will be held in Las Vegas from January 6 to 9, 2026, featuring major tech companies such as Samsung, Intel, AMD, NVIDIA, Qualcomm, Google, Amazon, Sony, LG, Tesla, Microsoft, and various domestic firms like Lenovo, TCL, Hisense, Xiaomi, and others [1] AI Product Launches - Major companies including Intel, AMD, NVIDIA, and Siemens are expected to unveil new AI products at CES 2026. Intel will globally launch the Core Ultra 3rd generation "Panther Lake" processor, while AMD plans to release new flagship and gaming processors [2] - Siemens will showcase advancements in AI, digital twins, and automation technologies for manufacturing and infrastructure. LG will present flexible transparent OLED technology and Micro RGB LCD TVs [2] - Lenovo will demonstrate how technology is transforming F1 and introduce AI-driven experiences for the upcoming FIFA World Cup [2] - Zhuhai Mojie Technology will launch two lightweight AI glasses, weighing 25g and 38g, featuring dual-color display and cameras [2] Smart Cleaning Innovations - Companies like Yunji, Chasing, MOVA, and Weilan Dalu will introduce smart cleaning products, including handheld vacuum cleaners, floor washing machines, and robotic lawn mowers targeted at the North American market during CES 2026 [3] Historical Performance of Industry Leaders - The Taipei International Computer Show in June 2024 saw a significant rise in A-share consumer electronics stocks, with a notable increase of over 50% for Guangda Tongchuang in late May 2024, driven by the AI hardware trend [4] Market Growth Projections - According to Frost & Sullivan, the global edge AI market is expected to grow from 321.9 billion yuan to 1.22 trillion yuan from 2025 to 2029, with a compound annual growth rate of 40% [6] - Shanghai Securities anticipates continued market growth for AI devices, including smartphones and wearables, supported by government policies promoting digital consumption [7] Relevant Concept Stocks - Key players in the System on Chip (SoC) sector include Tai Ling Micro, Jingchen Co., Hengxuan Technology, and others [8] - In the consumer electronics space, notable companies are Luxshare Precision, GoerTek, Lens Technology, and Edifier [9] - Storage-related firms include Zhaoyi Innovation, Baiwei Storage, Demingli, and others [9]