2026年国际消费电子展开幕在即 厂商加码布局AI硬件

Group 1 - The 2026 CES is expected to be a critical observation window for the deployment of AI applications, focusing on edge AI, industrial AI, Physical AI, and automotive intelligence [1] - The technology investment trend is shifting from computational infrastructure to a complete technology loop from simulation and training to real-world deployment, with Physical AI potentially becoming a core narrative connecting various sectors [1] - The penetration rates of AI in smartphones and PCs are projected to reach 45% and 62% respectively by 2026, with the edge AI market expected to grow from 321.9 billion yuan in 2025 to 1.22 trillion yuan by 2029, reflecting a compound annual growth rate of 40% [1] Group 2 - The edge AI wave is set to reshape the smart terminal ecosystem, creating new growth opportunities for supply chain companies [2] - Shanghai Kangnait Optical Technology Group is a supplier of lenses for Quark AI glasses, capable of mass-producing high-refractive index lenses and responding efficiently to personalized customization demands in the smart glasses supply chain [2] - Dongguan Darui Electronics is collaborating with Meta and sees potential business growth opportunities in 2026, focusing on the development of composite materials for AI glasses and AR/VR devices [2] Group 3 - Domestic hardware manufacturing, core components, edge chips, storage, and smart automotive electronics are expected to benefit directly from the acceleration of AI terminal deployment [3] - Local companies with technological accumulation and mass production capabilities are likely to occupy key positions in the AI hardware ecosystem [3]