尼尔森IQ Kent Dahn：全球科企可借AIE进亚洲市场

Core Insights - The Guangdong-Hong Kong-Macao Greater Bay Area (GBA) is a global leader in the smart equipment and electronics industry, accounting for 40% of global smartphone production and 70% of consumer drone production, showcasing strong manufacturing and innovation capabilities [1] - The GBA is expected to remain a major engine for China's economic growth due to its unique advantages, including a complete and competitive supply chain, significant industry clustering effects, and a comprehensive technology innovation ecosystem [2] Industry Advantages - The GBA's solid position in the global electronics industry is attributed to three core advantages: a competitive supply chain covering all production stages, a high concentration of tech companies fostering collaborative innovation, and a supportive ecosystem for startups that integrates education, incubation, and capital [2] - Compared to Western Europe and developed Asian countries, the GBA excels in supply chain integration, hardware manufacturing, and the rapid incorporation of digital technologies like AI and IoT into hardware products, enabling high-cost performance and quick market responsiveness [3] Market Entry Solutions - The collaboration between Macau and Zhuhai effectively addresses two major challenges faced by global tech companies entering the GBA market: Macau serves as an international trade hub simplifying market access and compliance, while Zhuhai provides a robust manufacturing base for rapid product commercialization [4] Event Features - The AIE (2025 Global Intelligent Machinery and Electronics Expo) distinguishes itself from other exhibitions like CES through its "dual-city" model, showcasing a full industry chain from technology to application, emphasizing "first-release economy," and integrating exhibition, forums, and investment to support technology commercialization [5] Industry Changes - The global smart equipment and electronics industry is undergoing significant changes, including the deep integration of AI with hardware, accelerated digital transformation in manufacturing, and a shift towards scenario-based smart consumer electronics [6] Future Prospects - Promising electronic sub-sectors for the coming years include low-altitude economy (eVTOLs, drones), smart medical devices, and industrial robots, driven by factors such as aging populations, advancements in AI and 5G, supportive innovation policies in the GBA, and increasing demand for green smart manufacturing [7]