是的，中国硬件力量正以空前力量和密度涌向全球舞台。 在机器人展区，星动纪元技术 VP 侯伟的感受更为具体："国内一线的厂商都来了。而且双足机器人这个赛道，非中国厂商展现方式都非常保守，没有炫 酷的动作，甚至做 live demo 的也很少。" 中国已经成为全球硬件供应链的重要基地，新兴硬件品牌也基于中国的供应链优势不断涌现。他们的目标是，到全球去，以及用 AI 重做硬件。 但热情中也弥漫着一丝紧张。 AI 陪伴硬件创业公司 Ludens AI 创始人薛立君回忆，一个美国白人记者反复质问展区内所有亚洲面孔："你们的供应链是不是在深圳？你们团队内有没有 中国工程师？我们的数据被储存在哪里？" 这种焦虑在数据上也有印证：2026 年以中国注册地址参展的企业为 935 家，虽仍占总数近 20%，却较 2025 年的 1300 余家大幅下滑。有品牌高管向 InfoQ 坦言，签证障碍是缺席的主要原因。 然而，这些阻力并未浇灭全球市场对中国 AI 硬件的热情。 2026 年 CES 开幕当天，拉斯维加斯的 Uber 司机望着展馆外的人流脱口而出："中国人太多了。" 乐享科技旗下新品牌"元点智能"刚在 CES 做完发布会，就 ...

作者 | 姚戈 2026 年 CES 开幕当天，拉斯维加斯的 Uber 司机望着展馆外的人流脱口而出："中国人太多了。" 是的，中国硬件力量正以空前力量和密度涌向全球舞台。 在机器人展区，星动纪元技术 VP 侯伟的感受更为具体："国内一线的厂商都来了。而且双足机器人这个赛道，非中国厂商展现 方式都非常保守，没有炫酷的动作，甚至做 live demo 的也很少。" 中国已经成为全球硬件供应链的重要基地，新兴硬件品牌也基于中国的供应链优势不断涌现。他们的目标是，到全球去，以及 用 AI 重做硬件。 但热情中也弥漫着一丝紧张。 AI 陪伴硬件创业公司 Ludens AI 创始人薛立君回忆，一个美国白人记者反复质问展区内所有亚洲面孔："你们的供应链是不是 在深圳？你们团队内有没有中国工程师？我们的数据被储存在哪里？" 这种焦虑在数据上也有印证：2026 年以中国注册地址参展的企业为 935 家，虽仍占总数近 20%，却较 2025 年的 1300 余家 大幅下滑。有品牌高管向 InfoQ 坦言，签证障碍是缺席的主要原因。 然而，这些阻力并未浇灭全球市场对中国 AI 硬件的热情。 乐享科技旗下新品牌"元点智能"刚在 C ...

Core Insights - The AI hardware sector is witnessing the emergence of significant players with "blockbuster" potential, such as Meta's AI smart glasses and Plaud.AI's AI voice recorder, both achieving sales in the millions [1] - A clear trend is observed where companies focus on niche markets and specific scenarios rather than mass-market products, which has become a standard formula in AI hardware [1] - The Chinese AI hardware market is projected to reach 1.1 trillion yuan in 2025, with a year-on-year growth of 13.4% and a compound annual growth rate of 18% over the next five years [1] Group 1: Emerging Products and Companies - The AI toy sector is thriving with innovative products like BubblePal, an interactive toy that has sold over 250,000 units since its launch, generating sales exceeding 100 million yuan [4] - FoloToy, another player in the AI toy market, aims to sell 300,000 units this year, significantly increasing its sales target compared to the previous year [4] - In the AI meeting recording space, Plaud.AI's voice recorder has surpassed 1 million units sold, while TicNote has achieved over 10,000 units sold, ranking 11th in its category on JD.com [7][9] Group 2: Market Dynamics and Trends - The AI hardware market is characterized by a focus on solving specific user problems, with successful products integrating AI capabilities to enhance user experience rather than serving as standalone solutions [15][18] - The competition in the AI glasses segment is intensifying with major players like Alibaba and Xiaomi entering the market, indicating a shift from niche to mass-market potential [14] - The future of AI hardware is expected to evolve along two main lines: continuous exploration of vertical scenarios and the application of AI in more physical interaction contexts [23] Group 3: Challenges and Opportunities - Despite the promising outlook for AI hardware, there is currently no standout product that has defined the category akin to the iPhone for smartphones, indicating that many products are still in the exploratory phase [21] - The market is described as being in an early "Warring States" period, where identifying a killer application could lead to significant competitive advantages [23][24] - The potential for disruption often comes from smaller, niche companies rather than established giants, highlighting opportunities for startups in the AI hardware space [24]