Core Insights - The focus of the 2026 CES is the competition between Chinese and Korean companies in the Mini LED television market, highlighting advancements in RGB-Mini LED technology [2][4] - Major brands like Hisense, Samsung, LG, and TCL are showcasing high-end Mini LED televisions, emphasizing color richness and realism, with AI integration expected to deepen in the industry [2][4] Group 1: Technology Advancements - Hisense introduced RGB-Mini LED technology, incorporating a fourth cyan LED chip to address color issues and achieve 110% BT.2020 color gamut, while reducing blue light and energy consumption [3] - Samsung's Micro RGB Mini LED television utilizes sub-100 micron LED chips to enhance image quality, and LG's Micro RGB Mini LED also achieves 100% BT.2020 color gamut [3][5] - TCL's SQD-Mini LED television combines quantum dot technology with Mini LED, achieving 100% BT.2020 color gamut and a peak brightness of 8500 nits [3][5] Group 2: Market Trends - Mini LED televisions are expected to challenge OLED's position in the high-end market and are projected to grow significantly, with an estimated shipment of 21.1 million units in 2026, a 58% increase year-on-year [9] - Despite an overall decline in global television shipments, Mini LED televisions are anticipated to grow by 40%, reaching a market penetration of 10% [9] - The global shipment of Mini LED televisions is expected to reach 16.12 million units in 2026, marking a 30.1% increase, with the Chinese market leading the growth [10] Group 3: Competitive Landscape - Chinese brands are narrowing the gap with global leaders in the television market, with predictions that they may challenge for the top position by 2026-2027 [11] - The competition among brands has shifted from basic specifications to differentiated display technologies focusing on light sources, chips, and color management systems [5] - AI technology is set to play a significant role in enhancing television experiences, with expectations for deeper integration in 2026, moving towards generative AI applications [11]

今年行业将进入RGB-Mini LED电视起量和生成式AI2.0的阶段，Mini LED电视将逆势增长。 CES是彩电业风向标，今年的焦点之一是中韩企业比拼MiniLED电视谁更出色。 RGB-Mini LED挑战OLED 海信去年率先推出RGB-Mini LED，今年在红绿蓝三色发光LED芯片的基础上，引入第四种天青色发光LED芯片，破解原来彩色背光电视"串色、色晕、偏 色"等难题，达到110%的BT.2020色域；结合其AI画质芯片后，还减少伤眼的蓝光，并降低能耗。 1月6日，海信视像在CES 2026开幕前夕发布RGB-Mini LED电视新技术。三星电子在本届CES开幕前也发布了130英寸Micro RGB Mini LED电视，LG电子此 次推出超薄壁纸OLED电视的同时亦推出了Micro RGB Mini LED电视升级产品。而TCL电子在1月5日发布了SQD-Mini LED电视的迭代产品。 毫无疑问，全球彩电业四大玩家2026年都聚焦高端Mini LED电视。相比以往，它们在高端Mini LED电视上较量的重点更多在色彩的丰富度和真实感上。此 外，AI也将深化在电视上的渗透。今年行业将进入RG ...