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3/13 上海|CINNO Research:破壁前行——逆全球化下中国智能终端企业的战略升维路径
CINNO Research· 2026-03-09 08:19
Core Viewpoint - The article emphasizes the profound adjustments in the global industrial landscape, driven by de-globalization and complex geopolitical relationships, presenting both challenges and strategic transformation opportunities for Chinese enterprises in the smart terminal industry [2]. Group 1: Event Overview - AWE2026, a significant event in the global home appliance and consumer electronics sector, will be held in Shanghai, adopting a "one exhibition, two zones" model to enhance its influence and scale [3]. - The event will focus on cutting-edge fields such as AI terminals, computing chips, 6G communication, and embodied intelligence, aiming to accelerate the implementation of new productive forces [3]. Group 2: Summit Focus Areas - The summit will cover the entire smart terminal industry chain, focusing on macro guidance, technological drivers, market foresight, and core supply chain discussions [4][5][6]. - Key topics include interpreting national industrial development policies, exploring how AI and other technologies reshape the consumer electronics industry, and discussing the localization process of core semiconductors and display panels [4][5][6]. Group 3: Strategic Insights - The current global industrial chain is undergoing significant restructuring, with trade protectionism and technology export controls intensifying, leading to rising costs and supply chain tensions for terminal enterprises [16]. - Chinese smart terminal companies need to shift from tactical responses to strategic elevation, focusing on value chain competition, ecosystem construction, and leading standards in the next generation of smart terminals [16][17][18].