3/13 上海 | 聚链成势 • 智启未来 - 智能终端产业链创新峰会圆桌论坛

Core Viewpoint - The smart terminal industry is undergoing an unprecedented "stress test" due to geopolitical tensions and rising oil prices, leading to a shift from an "efficiency-first" globalization logic to a "security-first" paradigm [2][7]. Group 1: Industry Challenges - Geopolitical black swans, such as the escalating conflict between the US and Iran, are shaking every link in the global supply chain, with oil prices surpassing $90 [7]. - The technological revolution continues unabated, with breakthroughs in display technology, semiconductors, and AI reshaping the form and boundaries of smart terminals [7]. Group 2: Forum Insights - The "聚链成势·智启未来" summit aims to address the future direction of Chinese smart terminal companies amidst these changes [3][6]. - A roundtable forum featuring five top experts from various fields will provide diverse perspectives on the industry's challenges and opportunities [4][13]. Group 3: Key Discussion Topics - Core Components: The impact of energy crises on manufacturing costs and the timeline for the commercial use of next-generation displays and chips [14]. - Supply Chain Reconstruction: Balancing efficiency and security while preparing for worst-case scenarios in a globalized context [14]. - Capital Market Logic: The reshaping of valuation logic in the smart terminal industry amid high inflation and geopolitical conflicts [14]. - AI and Terminal Integration: Exploring the commercial viability of new AI-enabled terminal products and their business models [14]. - Regulatory Dynamics: Strategies for overcoming patent barriers and adapting to new international rules in a "de-China" technology alliance [15]. Group 4: Expected Outcomes - Attendees will gain insights into the collaborative paths for display and semiconductor technologies, methods for building resilient supply chains, and the evolving valuation logic in the smart terminal industry [16]. - The forum will facilitate a clash of ideas between technology and capital perspectives, as well as discussions on industry and policy interactions [16]. Group 5: Conclusion - In an era of uncertainty, understanding the underlying logic behind changes in the smart terminal industry is crucial for navigating future challenges [17].