CES“含深量”9% 全球智能硬件版图重塑两大原因

Core Insights - The CES 2026 showcased a significant shift in focus from traditional international brands to the emerging strength of Shenzhen's smart hardware companies, with 370 exhibitors from Shenzhen among over 4100 global participants [4][18] - Shenzhen enterprises are moving towards the ends of the "smile curve," actively defining products and user experiences rather than merely responding to manufacturing demands [6][7] - The event highlighted the importance of user co-creation in product development, with companies like SmallRig and追觅 demonstrating innovative approaches to engage with users and enhance product offerings [8][9] Industry Trends - Shenzhen's smart hardware companies are establishing global influence by not only exporting products but also setting technical standards and creating entire innovation ecosystems [14][15] - The trend of "born global" companies indicates a strategic shift from product sales to value output, emphasizing the importance of core technology and local market integration [15][16] - The focus on localization in overseas markets is becoming crucial, with companies investing in service systems and community ecosystems to build brand recognition and customer loyalty [16][17] Technological Advancements - Shenzhen enterprises have made significant breakthroughs in core technologies, such as robotics and AI, allowing them to redefine hardware capabilities and enhance user interaction [9][11] - Innovations showcased at CES 2026 included advanced robotics with tactile sensing and AI integration, demonstrating the potential of physical AI in real-world applications [11][12] - The introduction of products like雷鸟创新's AR glasses and影石创新's 8K drones illustrates the convergence of AI and hardware, pushing the boundaries of user experience and interaction [12][18]