以下文章来源于LEDinside ，作者Mia 在能效与可靠性方面，RGB真彩背光使整机功耗降低40%以上，并在硬件层面减少42%有害蓝光 输出。产品搭载乾照光电全自研车规级发光芯片，经85℃高温、60mA大电流极限测试，红光芯片 寿命突破16万小时，耐用性超过易老化的量子点方案。 LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 1月19日18:00，海信召开以"RGB-Mini LED换代风暴"为主题的2026新品发布会，正式推出影 游旗舰E8S系列电视。 在色彩表现上，海信E8S采用全自研RGB真彩背光，每颗灯珠集成R/G/B三色独立发光芯片，无 需量子点等中间转换即可直接发光，可实现100% BT.2020色域覆盖，色彩还原度较单色背光量 子点Mini LED方案提升20%以上，在高亮场景下减少泛白 问题 。 控光控色方面，E8S搭载基于RISC-V架构的信芯AI画质芯片H7，首创三维光色同控技术，支持 3×1 ...

Core Viewpoint - The CES 2026 showcases a competitive landscape in display technology, with major brands like Samsung, LG, Sony, TCL, and Hisense unveiling their latest innovations, particularly in RGB-MiniLED and OLED technologies [1][2]. Group 1: Display Technology Developments - The CES 2026 features a competitive environment characterized by the "explosion of RGB-MiniLED and continuous iteration of OLED" technologies [2]. - Samsung introduces its "Micro RGB" technology, offering a product range from 55 inches to 115 inches, achieving 100% BT.2020 color coverage with its Micro RGB AI Engine Pro chip for precise color temperature control [2]. - LG adopts a dual strategy by upgrading its OLED product line and entering the RGB-Mini LED market with its Micro RGB evo series, achieving near-OLED light control precision [2]. - Sony focuses on commercializing RGB-Mini LED technology with its Bravia 9 II and Bravia 7 II series, featuring "True RGB" backlight technology and peak brightness of 4000 nits [2]. - TCL emphasizes its Mini-LED offerings with the X11L SQD Mini-LED TV, achieving 100% BT.2020 color coverage and peak brightness of 10000 nits [3]. Group 2: Hisense's Innovations - Hisense's new RGB-Mini LED technology features a groundbreaking "玲珑4芯真彩背光" architecture, enhancing color gamut and achieving 110% BT.2020 color coverage, surpassing current QD-Mini LED and QD-OLED technologies [4][5]. - The introduction of the信芯AI画质芯片H7 enhances color precision to 134 bits, allowing for superior color performance across various brightness levels while reducing harmful blue light by 60% compared to QD-OLED [6][7]. - Hisense's RGB-Mini LED technology includes a comprehensive color management system, ensuring accurate color reproduction and enhancing the viewing experience for consumers [7]. Group 3: Market Positioning and Launch Plans - Major brands are adopting differentiated strategies for product positioning, with Samsung aiming to make Micro RGB TVs more accessible, while TCL has already launched its X11L model [9]. - Hisense plans to launch its UX series TV, featuring the new 玲珑4芯 technology, in March 2026, following its recognition at CES 2026 [9]. - The 116-inch version of Hisense's UX series has garnered significant attention, positioning it as a strong competitor in the high-end TV market [9].

Investment Rating - The report maintains a recommendation for investment in the consumer electronics sector, particularly highlighting opportunities in AI glasses and related technologies [1]. Core Insights - Apple plans to release its first smart glasses, Apple Glass, in 2026, which will feature the same SiP chip as the Apple Watch, emphasizing lightweight design and low power consumption [3][4]. - The XREAL 1S, a new consumer-grade AR glasses product, was launched on December 18, 2025, featuring the X1 spatial computing chip and innovative 2D to 3D conversion capabilities, targeting a younger audience [5][15]. - The AR/AI glasses industry is expected to experience significant growth, with major companies entering the market, indicating a potential shift in consumer electronics towards new smart devices [5][15]. Summary by Sections Industry Performance - The consumer electronics sector has shown varied performance over different time frames, with a 1-month decline of 0.4%, a 3-month decline of 5.6%, and a 12-month increase of 35.5% [2]. Key Companies and Earnings Forecast - Notable companies in the sector include: - GoerTek (未评级) with an EPS forecast of 0.79 for 2024 and a PE ratio of 37.52 [8][17]. - Luxshare Precision (未评级) with an EPS forecast of 1.86 for 2024 and a PE ratio of 31.45 [8][17]. - Yujing Technology (Buy) with an EPS forecast of -1.83 for 2024 and a PE ratio of -19.43 [8][17]. - Rockchip (未评级) with an EPS forecast of 1.42 for 2024 and a PE ratio of 124.30 [8][17]. - Hengxuan Technology (未评级) with an EPS forecast of 3.86 for 2024 and a PE ratio of 78.57 [8][17]. Industry Dynamics - The smartphone market in China saw a 13% increase in sales for foreign brands in October 2025, with total smartphone sales reaching 32.27 million units, a growth of 8.7% [20]. - Apple is planning to expand its iPhone product line significantly, with at least seven new models expected by 2027, indicating a strategic shift in its product offerings [21][24].