Omdia预测，到2027年北美市场将出现转折点，届时搭载沃尔玛CastOS设备的出货量将达到1,400万台。这一增长受益于沃尔玛收购Vizio及其CastOS平台 的扩展。在收购Vizio之后，沃尔玛迅速将Vizio出货量从2024年的480万台提升至2025年预计的660万台，增幅为37.5%。同时，亚马逊将FireTV出货量从 2024年的610万台提升至2025年预计的680万台，增幅为11.5%。 到2029年，Omdia预计，搭载沃尔玛CastOS设备的出货量将达到1,480万台，亚马逊FireTV将达到880万台。因此，这两家零售商的总出货量将达到2,360万 台，而市场规模将达到5,000万台。 Omdia电视研究负责人Patrick Horner表示："在2026年CES上，VIDAA OS经历了重大变革。该操作系统将更名为V Home OS，以体现其不仅限于电视的更 广泛角色。公司宣布与微软建立重要合作，将Copilot生成式AI功能直接整合到平台中，通过先进的AI服务提升用户体验。更名也是公司推动操作系统向 不仅支持AI、最终还可作为购物入口的战略举措的一部分。" 谷歌已将Gemini ...

要点 预计到2029年，零售商将掌控47%的北美电视操作系统（OS）市场份额，高于2025年的27%，根据Omdia 最新的《电视设计与功能洞察》显示。这一快速变化凸显了零售商正优先发展由电商推动的零售媒体广 告，而非传统的电视出货量领导地位。 这一趋势也是2026年拉斯维加斯CES上的核心主题之一，同时受到关注的还有由对话式AI驱动的功能。 从全球来看，Omdia预测电视OS市场正发展为三大不同板块。在中国，没有谷歌服务的本地化安卓生态依然占 据主导，保持 96% 稳定的市场份额，Omdia预计，这一水平将持续。在全球其他地区（不包括北美和中 国），谷歌TV目前以40%的市场份额占据领先地位，但未来市场份额将逐步被三大竞争者瓜分：Vidaa、Titan 和TiVo。 Omdia预测，到2027年北美市场将出现转折点，届时搭载沃尔玛CastOS设备的出货量将达到1,400万台。这一 增长受益于沃尔玛收购Vizio及其CastOS平台的扩展。在收购Vizio之后，沃尔玛迅速将Vizio出货量从2024年的 480万台提升至2025年预计的660万台，增幅为37.5%。同时，亚马逊将FireTV出货量从2024年 ...

Core Viewpoint - Hisense showcased its latest technological innovations at IFA 2025 under the theme "AI Your Life," emphasizing the integration of AI in smart living, energy management, and display technology, with a focus on human-centric solutions [1][9]. Group 1: Display Technology Innovations - Hisense's 116-inch RGB-Mini LED TV was highlighted as a significant breakthrough, showcasing advancements in LCD technology and demonstrating the company's technical confidence [3]. - The upgraded RGB-Mini LED chip features a 120% increase in brightness and a 30% improvement in picture uniformity, while the AI quality chip H7 reduces halo effects by over 60% compared to traditional QD-Mini LED [3]. - The new U7S Pro TV model offers 100% BT2020 color gamut and 108 bits color precision, marking a transition from technology leadership to technology accessibility [4]. Group 2: AI Integration in Smart Home - Hisense's AI capabilities are showcased through its "end-cloud-chip" integration, transforming TVs into smart home hubs that enhance user experience with personalized content and intelligent features [5]. - The VIDAA OS introduces real-time search and personalized recommendations based on user preferences and moods, enhancing accessibility for users with disabilities [6]. - Five AI-driven smart home agents were introduced, enabling proactive home management and seamless interconnectivity among devices [7]. Group 3: Smart Energy Solutions - Hisense launched a smart energy sector at IFA, focusing on AI-driven energy management solutions that optimize electricity usage and enhance energy efficiency [9]. - The company is developing humanoid robots, reflecting its commitment to advancing AI technology and practical applications in everyday life [9].

Core Viewpoint - Hisense showcased its latest technological innovations at IFA 2025 under the theme "AI Your Life," emphasizing the deep application of AI in display innovation, smart home integration, and energy management, with a focus on technology serving humanity [1][21]. Group 1: Display Technology Innovations - Hisense unveiled the world's largest 116-inch RGB-Mini LED TV, highlighting a significant leap in LCD technology from monochrome to tricolor backlighting, showcasing the company's technological leadership [3][5]. - The upgraded RGB-Mini LED chip features a 120% increase in brightness and a 30% improvement in picture uniformity, while the AI picture quality chip reduces light halo by over 60% compared to traditional QD-Mini LED [5][7]. - Hisense's new U7S Pro TV features 100% BT2020 color gamut and 108 bits color accuracy, marking a transition from technology leadership to technology accessibility [7][9]. Group 2: AI and Smart Home Integration - Hisense is evolving televisions into smart home hubs through an integrated AI capability system, utilizing self-developed chips and large model algorithms [11][12]. - The upgraded VIDAA OS introduces innovative features for personalized content services, allowing the TV to recognize food on the table and recommend related ingredients, enhancing user interaction [14]. - Five AI-driven smart home agents were introduced, enabling proactive home management and seamless connectivity across devices [15][17]. Group 3: Energy and Sustainability Initiatives - Hisense launched a smart energy exhibition area, showcasing its commitment to green energy solutions, including intelligent management of photovoltaic storage systems and smart grids [21][22]. - The company introduced the world's first 4-in-1 heat pump washer-dryer, which intelligently identifies fabric parameters to optimize washing processes [22][24]. - Hisense is also developing humanoid robots, reflecting its comprehensive strategy in AI and robotics, aiming to provide practical and forward-looking smart experiences [24].

Core Insights - The annual IFA consumer electronics exhibition in Berlin will focus on "Innovation, Connectivity, Sustainability," highlighting smart home technology, artificial intelligence, and green technology [1] - Hisense will present under the theme "AI Your Life," showcasing practical applications of AI and commercial innovations that embody the future lifestyle enabled by AI technology [1] Group 1: Hisense's Technological Advancements - Hisense has accelerated its AI technology development, establishing cross-OS platform capabilities that connect its VIDAA OS and Connect Life smart home platform, enhancing user experience through interconnected appliances [3] - The VIDAA OS has been recognized as the "fastest TV operating system" in a benchmark test conducted by WEKA MEDIA PUBLISHING GmbH, achieving a performance score of 89% across 11 usage scenarios [3] Group 2: Smart Home Ecosystem and Market Performance - The Connect Life platform integrates AI and IoT to enable interconnectivity among various home appliances, voice control, and smart scene interactions, enhancing the smart home ecosystem [4] - In the first half of the year, Hisense's smart large-screen refrigerators equipped with Connect Life sold for nearly €3000, with sales in overseas markets increasing by 2.8 times year-on-year, demonstrating strong competitiveness in the global high-end market [4] - Hisense aims to capture the high-end European market by iterating differentiated products such as smart large-screen refrigerators and high-efficiency refrigerators, with plans to achieve the highest market share in refrigerator sales by May-June 2025 [4]

Group 1 - The annual IFA consumer electronics show in Berlin will focus on "Innovation, Connectivity, Sustainability," highlighting smart home technology, artificial intelligence, and green technology [1] - Hisense will present its theme "AI Your Life," showcasing practical applications of AI and commercial innovations, along with new global expansion initiatives [1] - Hisense has accelerated its AI technology layout, establishing cross-OS platform capabilities to connect its VIDAA OS and ConnectLife smart home platform, enhancing user experience [1] Group 2 - The ConnectLife platform will be upgraded this year, offering personalized AI Agent services to global consumers, supported by Hisense's Star Sea large model [2] - From January to June, Hisense's smart large-screen refrigerator, priced around 3000 euros, saw a year-on-year sales increase of 2.8 times in overseas markets [2] - In response to the competitive European high-end market, Hisense is rapidly iterating differentiated products like smart large-screen refrigerators and high-efficiency refrigerators to enhance consumer experience [2]