Core Viewpoint - The global consumer electronics market is expected to experience structural differentiation in 2025, driven by the rise of new AI-driven devices such as AI smartphones, AI PCs, and AI glasses, amidst slowing growth in traditional categories [1] Group 1: Market Trends - The industry is shifting from a focus on individual product competition to building ecosystems centered around comprehensive user experiences [1] - Short to medium-term, the industry will likely face a mix of opportunities and challenges, with ongoing AI innovations deepening and accelerating the launch of edge AI new products [1] Group 2: Challenges - Rising costs due to storage chip price increases present significant challenges for companies in the consumer electronics sector [1]
银河证券：中短期内 消费电子行业或将延续机遇与挑战并存的局面
Di Yi Cai Jing·2025-12-18 00:08