CES 2026前瞻：英伟达或重塑物理AI，中美韩机器人齐“秀肌肉”

Core Insights - The CES 2026 highlights a strategic divergence among chip giants, with NVIDIA shifting focus towards industrial AI and robotics, while AMD and Intel continue to enhance their traditional PC markets [2][4]. Group 1: Chip Giants' Strategies - NVIDIA is expected to delay the launch of the RTX 50 Super series due to high GDDR7 memory prices and supply shortages, with CEO Jensen Huang emphasizing "Physical AI" to extend AI computing power into robotics and industrial applications [4]. - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops, with the flagship Ryzen 9 9950X3D2 featuring dual-chip 3D V-Cache and 192MB L3 cache aimed at workstation users [4]. - Intel is set to release the Intel Core Ultra Series 3 (Panther Lake), which includes approximately 14 SKUs, with the flagship Core Ultra X9 388H featuring 16 cores and a maximum frequency of 5.1GHz, potentially alleviating market concerns about its advanced process execution [5]. Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots transitioning from demonstration to practical application, focusing on cost reduction and efficiency improvements [7]. - The competition among Chinese, American, and Korean manufacturers is intensifying, with companies like Yushu and Zhiyuan leading cost control efforts, while Boston Dynamics showcases its Atlas robot, and South Korea presents the "K-Humanoid" alliance [10][11]. Group 3: Automotive Industry Transformation - The automotive sector is undergoing a significant technological transformation, with a clearer competitive landscape for intelligent driving chips [13][14]. - NVIDIA leads the high-end L4 market with its Thor chip, while Qualcomm, despite lower AI computing power, successfully penetrates the supply chains of companies like Ideal and Mercedes with its Snapdragon Ride Elite platform [15]. - Chinese automakers like Geely and Great Wall are demonstrating advancements in architecture innovation, while BMW showcases its iX3 based on the Neue Klasse architecture [16]. Group 4: Hardware Innovations - Companies are exploring radical hardware innovations to overcome traditional limitations, with Lenovo presenting prototypes of AI-driven automatic rotating screens and rollable laptops [21]. - TCL and Hisense continue to focus on Mini-LED technology, emphasizing the role of AI image processors in enhancing display quality [21].