Industry News - CES 2026 will be held from January 6 to 9, 2026, and is recognized as one of the largest and most influential consumer electronics and technology trade shows globally [1] - AI is expected to accelerate its integration into hardware products, enhancing traditional consumer electronics. While some investors believe that the current progress of edge AI is limited, it is anticipated that by 2026, AI will deeply integrate into various hardware products and industrial scenarios [1] - Major companies like AMD, Intel, and Qualcomm are expected to showcase AI-capable processors at CES 2026, with Intel launching its first product based on the 18A process technology [1] - Lenovo will hold an innovation technology conference to present its developments in personalized AI and hybrid AI solutions for enterprises [1] - Companies such as Hisense and TCL will demonstrate advancements in AI picture quality and Mini LED technology in the display sector [1] - In the home appliance sector, companies like Roborock and MOVA are expected to showcase smart vacuum cleaners and lawnmowers equipped with AI path planning and obstacle avoidance systems [1] AI Hardware Innovations - AI hardware innovations are anticipated to achieve breakthroughs, although some investors believe user acceptance may still be limited. AI glasses and AI headphones are expected to enhance human-computer interaction experiences [2] - At CES 2026, companies like Thunderbird Innovation and Yingmu Technology will showcase AI glasses, including waveguide AI glasses and AI+AR glasses [2] - Other companies, such as Out of the Box and Guangfan Technology, will introduce AI recording headphones and AI all-sensing wearable devices, with Guangfan's Lightwear AI device being the world's first active AI headphones with visual perception capabilities [2] - Japanese company D.O.N will launch the world's first belt-type sensor wearable device, VITAL BELT, while Yingshi is expected to present the Antigravity A1 drone [2] Investment Insights - Companies are advised to focus on the upgrades and innovative breakthroughs in edge AI. Relevant sectors include edge AI main control chip manufacturers, terminal product manufacturers and brand companies, and core component manufacturers for edge AI [3]

Group 1 - The 2026 International Consumer Electronics Show (CES) will focus on the acceleration of edge AI in traditional consumer electronics and innovative hardware, showcasing AI's ongoing implementation in industrial, robotics, and smart driving scenarios [1][2] - Edge AI is expected to deeply integrate into various hardware products and industry scenarios by 2026, with significant advancements in traditional consumer electronics such as computers, displays, and home appliances [3] - Major companies like AMD, Intel, and Qualcomm are anticipated to showcase AI-enhanced processors at CES 2026, with Intel introducing its first product based on the 18A process technology [3] Group 2 - AI innovation hardware, including AI glasses and headphones, is expected to achieve breakthroughs in user interaction experiences, with various manufacturers set to present new products at CES 2026 [4] - Companies like Thunderbird Innovation and Yingmu Technology will showcase AI glasses, while other firms will introduce AI recording headphones and all-sensing wearable devices [4] - The event will also feature the world's first belt-type wearable device, VITALBELT, from a Japanese company, along with new drone products [4] Group 3 - In traditional industrial settings, companies like Siemens and Caterpillar will present innovations in AI, digital twins, and automation technologies, highlighting the large-scale application of AI in industrial and mechanical scenarios [5] - Robotics will be represented by companies like Yuzhu, which will demonstrate humanoid robots, and other firms showcasing their latest technologies and products [5] - In the smart driving sector, companies such as Aptiv and Bosch will present intelligent edge solutions that enable real-time perception, decision-making, and execution [5] Group 4 - Investment recommendations focus on the upgrade and innovative breakthroughs in edge AI, with suggested companies including chip manufacturers like Amlogic and AI component manufacturers like Huanxu Electronics [6] - Terminal product manufacturers and brand companies such as Lenovo, Xiaomi, and BYD Electronics are also highlighted as potential investment targets [6] - Core component manufacturers for edge AI, including Sunny Optical Technology and OmniVision Technologies, are recommended for investment consideration [6]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]