Nan Fang Du Shi Bao·2026-01-08 09:58Core Insights - The 2026 CES highlights Shenzhen's dominance in the tech industry, with over 400 companies from the region representing a third of Chinese exhibitors and nearly 10% of global participants, showcasing a wide array of smart hardware products [4][20] - The focus of this year's CES has shifted from the capabilities of AI to its practical applications in daily life and industry processes, marking a transition from software-driven AI to "physical AI" that integrates into tangible products [5][20] Industry Trends - The emergence of "physical AI" signifies a shift in AI's value from mere communication to actionable capabilities, with products designed to be tangible and experiential, integrating AI into everyday devices [5][11] - Shenzhen's robust supply chain and engineering capabilities have been revitalized by the proliferation of AI models, allowing for rapid product iteration and development in hardware [4][15] Product Innovations - Notable products showcased include TCL's AI-integrated displays and the first consumer-grade AR glasses with independent communication capabilities, reflecting the trend of AI becoming embedded in various consumer electronics [6][10] - Innovations in robotics, such as the TORA-ONE humanoid robot and the DM-EXton2 data collection system, demonstrate advancements in tactile sensing and data acquisition, essential for the evolution of intelligent hardware [12][14] Competitive Landscape - Shenzhen's smart hardware sector is experiencing collective growth rather than isolated successes, driven by a comprehensive industrial network that supports rapid prototyping and production [15][16] - The ability to translate technology into user-friendly experiences is becoming crucial for global market appeal, as companies focus on addressing specific consumer needs rather than merely showcasing technical prowess [16][20] Future Challenges - The next phase for Shenzhen's smart hardware industry involves overcoming challenges related to core components and technologies, transitioning from hardware products to integrated system services, and enhancing global operational capabilities [19][20] - Establishing a sustainable competitive advantage will require ongoing investment in key technologies and a shift towards creating long-term brand loyalty through service-oriented business models [19][20]