在CES现场参加了数场发布会后，对于今年的CES半导体芯片情况，小雷也是心里有数了，硬件方面的新品说实话并不多，许多厂商都将重心放在了AI方 面。 不过，硬件终究是软件的基础，所以我们也看到英伟达掏出了最新的超级计算平台、英特尔拿出了制程杀手锏、高通进军机器人平台、AMD则是死守PC。 接下来，就让雷科技带大家一起看看，今年的CES上，半导体巨头们到底都发布了什么。 英伟达：游戏显卡跳票，AI才是王道 对于熬夜看发布会的游戏玩家来说，今天的心情估计会很复杂。因为按往年惯例，本应在今年CES登场的RTX 50 Super系列这次彻底缺席，虽然早前就有消 息传出因为显存价格暴涨，该系列显卡会延迟发布，但是当事实摆在面前时，还是让人难以接受。 当然，最难受的还是那些为了等RTX 50 Super系列，而放弃在去年购入RTX 50系显卡的玩家们，随着内存价格的暴涨，RTX 5070Ti/5080等大显存的显卡普 遍涨回发售初期的定价，而RTX 5060Ti 16GB版更是传出停产的消息。 不过，英伟达还是给游戏玩家们带来了一些惊喜，比如最新的DLSS 4.5，在DLSS 4的基础上将多帧生成的上限从4帧升级到6帧，等 ...

智通财经APP获悉，2026年国际消费电子展(CES)将于1月6日在拉斯维加斯正式拉开帷幕，届时英伟达 掌门人黄仁勋、AMD首席执行官苏姿丰将发表重要演讲。阿里巴巴、联想、三星电子、LG等亚洲科技 力量将集中亮相CES，事关英特尔代工业务命运的首款"18A"芯片届时也将浮出水面。CES 2026的主题 依旧围着AI而展开，但变化的是，AI将转入场景落地阶段。外界一致认为，AI硬件应用有望成为本次 CES的重中之重。 英特尔代号为 Panther Lake 的第三代酷睿 Ultra 处理器，作为首款基于 Intel 18A 制程工艺的客户端芯 片，不仅融合了 Lunar Lake 的高能效与 Arrow Lake 的高性能，更以 XPU 异构架构重构 AI 算力分配逻 辑，为 AI PC 智能体的规模化落地奠定核心基础。兼具Lunar Lake的高能效和Arrow Lake高性能、可 扩展性的优势，全新架构的CPU、GPU性能相比上代提升了50%，加上最新的NPU 5，平台总体AI算力 最高可达180TOPS，较上代提升50%。 AI 机器人方面，特斯拉第三代人形机器人Optimus-3或许将在CES迎来首秀。 ...

Core Viewpoint - The 2026 Consumer Electronics Show (CES) is anticipated to showcase significant advancements in technology, particularly in AI, robotics, and consumer electronics, with a focus on cost reduction and efficiency improvements [7][10]. Group 1: Chip Industry Strategies - NVIDIA is shifting its focus away from traditional consumer graphics cards, emphasizing "Physical AI" to extend AI computing capabilities into robotics and industrial applications, with potential delays in the RTX 50 Super series due to high GDDR7 memory prices [8][14]. - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops and Ryzen AI 400 series for mobile devices, targeting workstation users with advanced features [14]. - Intel is set to release the Core Ultra Series 3, which includes approximately 14 SKUs, with the flagship model featuring 16 cores and a maximum frequency of 5.1GHz, aiming to regain market confidence in its advanced manufacturing capabilities [14]. Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots, with a focus on practical applications and real-world testing [10]. - The competition among countries in robotics is intensifying, with China focusing on cost control and mass production, while the U.S. showcases technological benchmarks through companies like Boston Dynamics [15]. - South Korea is forming alliances to enhance its robotics capabilities, exemplified by the "K-Humanoid" alliance led by Rainbow Robotics, showcasing industrial-grade humanoid robots [15]. Group 3: XR and Consumer Electronics - The XR market is currently in a digestion phase following the release of Apple Vision Pro, with CES 2026 expected to mark the beginning of a counterattack from the Android camp [12]. - Samsung is debuting the Galaxy XR glasses, which integrate advanced AI features and aim to compete with Apple's ecosystem [16]. - Chinese companies are leading the trend of lightweight AI glasses, with products like the Quark AI Glasses S1 and Rokid Glasses focusing on practical applications such as real-time translation and AR navigation [16]. Group 4: Automotive Industry Innovations - The automotive sector is transitioning from "software-defined" to "AI-defined," with a competitive arms race in chip technology [13][21]. - Companies like Geely and Great Wall are showcasing innovations in vehicle architecture, while BMW is presenting its iX3 based on the Neue Klasse architecture, integrating advanced technologies [21]. Group 5: Display and Hardware Innovations - Lenovo is introducing innovative hardware solutions, including AI-driven automatic rotating screens and rollable laptops, addressing the balance between large displays and portability [22]. - Display technology advancements are highlighted by TCL and Hisense, focusing on Mini-LED technology and AI image processing capabilities to enhance picture quality [22].

Core Insights - The CES 2026 highlights a strategic divergence among chip giants, with NVIDIA shifting focus towards industrial AI and robotics, while AMD and Intel continue to enhance their traditional PC markets [2][4]. Group 1: Chip Giants' Strategies - NVIDIA is expected to delay the launch of the RTX 50 Super series due to high GDDR7 memory prices and supply shortages, with CEO Jensen Huang emphasizing "Physical AI" to extend AI computing power into robotics and industrial applications [4]. - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops, with the flagship Ryzen 9 9950X3D2 featuring dual-chip 3D V-Cache and 192MB L3 cache aimed at workstation users [4]. - Intel is set to release the Intel Core Ultra Series 3 (Panther Lake), which includes approximately 14 SKUs, with the flagship Core Ultra X9 388H featuring 16 cores and a maximum frequency of 5.1GHz, potentially alleviating market concerns about its advanced process execution [5]. Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots transitioning from demonstration to practical application, focusing on cost reduction and efficiency improvements [7]. - The competition among Chinese, American, and Korean manufacturers is intensifying, with companies like Yushu and Zhiyuan leading cost control efforts, while Boston Dynamics showcases its Atlas robot, and South Korea presents the "K-Humanoid" alliance [10][11]. Group 3: Automotive Industry Transformation - The automotive sector is undergoing a significant technological transformation, with a clearer competitive landscape for intelligent driving chips [13][14]. - NVIDIA leads the high-end L4 market with its Thor chip, while Qualcomm, despite lower AI computing power, successfully penetrates the supply chains of companies like Ideal and Mercedes with its Snapdragon Ride Elite platform [15]. - Chinese automakers like Geely and Great Wall are demonstrating advancements in architecture innovation, while BMW showcases its iX3 based on the Neue Klasse architecture [16]. Group 4: Hardware Innovations - Companies are exploring radical hardware innovations to overcome traditional limitations, with Lenovo presenting prototypes of AI-driven automatic rotating screens and rollable laptops [21]. - TCL and Hisense continue to focus on Mini-LED technology, emphasizing the role of AI image processors in enhancing display quality [21].

Group 1: CES 2026 Overview - The 2026 Consumer Electronics Show (CES) will take place from January 4 to 9 in Las Vegas, serving as a significant platform for tech companies to unveil new products, including those in concept stages [1] - The strategies of chip giants will show notable divergence at CES 2026, with NVIDIA shifting focus away from traditional consumer graphics cards [1] Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots transitioning from demonstration to practical applications, emphasizing cost reduction and real-world validation [2] - The XR market is undergoing a "digestive period" following the release of Apple Vision Pro, with CES 2026 marking the beginning of a counterattack from the Android camp [3] Group 3: Automotive Industry Innovations - The automotive sector is experiencing a deep transformation in its technological architecture, with a clearer competitive landscape for smart driving chips [4] - Key players like NVIDIA, Qualcomm, and Mobileye are competing in the chip arms race, with NVIDIA leading the high-end L4 market with its Thor chip [8] Group 4: Company-Specific Strategies - NVIDIA's anticipated RTX 50 Super series graphics cards may be delayed due to high GDDR7 memory prices and supply shortages, with CEO Jensen Huang focusing on "Physical AI" to extend AI computing power into robotics and industrial applications [5] - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops and Ryzen AI 400 series for mobile devices [5] - Intel is set to release the Intel Core Ultra Series 3, which includes approximately 14 SKUs, aiming to alleviate market concerns regarding its advanced process execution capabilities [5] Group 5: Chinese and Korean Market Dynamics - Chinese companies like Yushu and Zhiyuan are leading in cost control, with Yushu expected to showcase its G1 mass production version [5] - South Korea is presenting the "K-Humanoid" alliance, led by Rainbow Robotics, showcasing industrial-grade humanoid robots and demonstrating ambitions for full supply chain integration [5] Group 6: Consumer Electronics Trends - Smart home devices, particularly robotic vacuum cleaners, are entering a phase of "micro-innovation," focusing on enhancing autonomous service capabilities rather than just technical specifications [5] - Lenovo is exploring radical form factor innovations with products like the ThinkBook Plus Gen 7 Auto Twist and ThinkPad Rollable XD, addressing the balance between large screens and portability [6]

Core Insights - AMD has informed supply chain partners of a price increase for graphics cards starting from the New Year of 2026, with a minimum increase of 10% due to rising memory prices [1][2] - This marks AMD's second price adjustment in recent months, with the first aimed at internal cost absorption, impacting its profit margins [1] - The graphics card pricing has been a contentious issue, influenced by factors such as rising power consumption, cryptocurrency demand surges, and potential supply restrictions by manufacturers [1] Price Trends and Market Dynamics - The price increase is occurring amidst a broader trend of rising hardware prices, particularly in the data center sector, where there is a significant demand for GPUs, CPUs, and memory [1] - Memory prices have seen a dramatic increase, with single memory module prices rising nearly 200% in recent months, affecting the graphics card market directly [1] - AMD's flagship RX 9070 XT has struggled to reach its suggested retail price, only recently hitting a historical low of $599 during Black Friday, indicating potential volatility in pricing [2] Competitive Landscape - AMD is not the only company planning price hikes; NVIDIA has also delayed the release of its RTX 50 Super series due to memory shortages, suggesting a high likelihood of price increases in their offerings as well [2] - The profitability of data center operations may lead NVIDIA to prioritize profit margins over competitive pricing in the gaming segment [2]

Core Insights - Samsung has raised the price of DDR5 memory significantly, with a reported increase of up to 60% from September to mid-November, impacting the supply chain and potentially leading to reduced motherboard sales [1][3]. Price Changes - The price of Samsung's DDR5 32GB memory increased from $149 in September to $240 in mid-November, marking a 60% rise. Other memory sizes also saw substantial price increases, with 16GB priced at $136 and 128GB at $1195, while 64GB and 96GB exceeded a 30% increase [3]. Supply Chain Impact - Due to the soaring memory prices, motherboard manufacturers are reportedly halting shipments and delaying new product development. This is a response to concerns that high memory costs will deter consumer purchases, potentially leading to unsold inventory and financial losses [3]. Product Development Delays - NVIDIA's planned release of the RTX 50 Super series graphics cards has been postponed, primarily due to the anticipated increase in memory capacity for these products [4].

Core Insights - The U.S. stock market opened with all three major indices rising, with the Nasdaq up 0.6%, the S&P 500 up 0.39%, and the Dow Jones up 0.24% [1] Company Summaries - Nvidia shares increased by over 2% amid reports that the company may unveil the RTX 50 Super series graphics cards at CES [1] - Alibaba's stock rose by over 4% after Morgan Stanley raised its target price to $200 and reiterated an "overweight" rating [1] - JD.com saw a 2.7% increase in its stock price following the announcement that its Double 11 shopping festival will officially start on October 9 at 8 PM, two days earlier than last year [1] - Electronic Arts (EA) shares surged over 5% after announcing a buyout agreement with a consortium led by PIF and Silver Lake, with the transaction valued at approximately $55 billion [1]

Core Insights - NVIDIA is expected to launch the RTX 50 Super series graphics cards at CES, with new models including the GeForce RTX 5070 Super and RTX 5070 Ti Super [1] - The power consumption (TDP) for the RTX 5070 Super is rated at 275W, while the RTX 5070 Ti Super is rated at 350W [1] - The memory specifications for these new GPUs will see an increase, with the RTX 5070 Super featuring 18GB and the RTX 5070 Ti Super featuring 24GB of memory [1]