Core Insights - The 2026 CES highlights Shenzhen's dominance in the tech industry, with over 400 companies from the region representing a third of Chinese exhibitors and nearly 10% of global participants, showcasing a wide array of smart hardware products [4][20] - The focus of this year's CES has shifted from the capabilities of AI to its practical applications in daily life and industry processes, marking a transition from software-driven AI to "physical AI" that integrates into tangible products [5][20] Industry Trends - The emergence of "physical AI" signifies a shift in AI's value from mere communication to actionable capabilities, with products designed to be tangible and experiential, integrating AI into everyday devices [5][11] - Shenzhen's robust supply chain and engineering capabilities have been revitalized by the proliferation of AI models, allowing for rapid product iteration and development in hardware [4][15] Product Innovations - Notable products showcased include TCL's AI-integrated displays and the first consumer-grade AR glasses with independent communication capabilities, reflecting the trend of AI becoming embedded in various consumer electronics [6][10] - Innovations in robotics, such as the TORA-ONE humanoid robot and the DM-EXton2 data collection system, demonstrate advancements in tactile sensing and data acquisition, essential for the evolution of intelligent hardware [12][14] Competitive Landscape - Shenzhen's smart hardware sector is experiencing collective growth rather than isolated successes, driven by a comprehensive industrial network that supports rapid prototyping and production [15][16] - The ability to translate technology into user-friendly experiences is becoming crucial for global market appeal, as companies focus on addressing specific consumer needs rather than merely showcasing technical prowess [16][20] Future Challenges - The next phase for Shenzhen's smart hardware industry involves overcoming challenges related to core components and technologies, transitioning from hardware products to integrated system services, and enhancing global operational capabilities [19][20] - Establishing a sustainable competitive advantage will require ongoing investment in key technologies and a shift towards creating long-term brand loyalty through service-oriented business models [19][20]

Core Viewpoint - TCL showcases its innovative achievements at CES 2026, emphasizing its commitment to the "screen universe" and "AI life" through its participation in the event, marking its 33rd attendance and maintaining its status as the largest Chinese brand exhibitor [1] Group 1: Product Innovation - TCL's display products are positioned as key interactive carriers in the AI era, with a focus on creating a comprehensive "screen universe" ecosystem through various applications from smart homes to intelligent cockpits [3] - The TCL X11L SQD-Mini LED TV, making its North American debut, features advanced technologies that enhance color accuracy, brightness, and overall design, positioning it as a leader in Mini LED technology [3] - The world's first printed OLED vehicle screen by TCL, designed for high-end smart cockpit interactions, boasts over 90% material utilization, representing a significant upgrade in display quality at a lower cost [5] Group 2: AI Integration - TCL is actively integrating AI into its products, focusing on health and comfort, with innovations like the TCL X3 Pro Project eSIM AR glasses, which offer independent communication capabilities and various AI functions [7] - The company anticipates a 29.6% year-on-year increase in global air conditioner sales, projecting over 20 million units sold in 2024, highlighting its commitment to enhancing user experience through AI applications [7] Group 3: R&D Investment - TCL has invested over 60 billion yuan in R&D from 2019 to 2024, with a total of 119,352 patents filed as of November last year, underscoring its dedication to technological advancement [9] Group 4: Global Expansion - TCL's global journey, initiated in 1999, is now in its 27th year, with a focus on strengthening its global presence and innovation capabilities, particularly in North America, where it ranks second in TV shipments [10] - The company aims to deepen its engagement in high-tech industries and advance upstream in the supply chain, while continuing to invest in R&D and exploring cutting-edge technologies [10]