The 2026 International Consumer Electronics Show (CES) is scheduled to officially commence on January 6 in Las Vegas, featuring key speeches from NVIDIA's CEO Jensen Huang and AMD's CEO Lisa Su. Major Asian tech players including Alibaba, Lenovo, Samsung Electronics, and LG are set to make a collective appearance at CES, while Intel's first "18A" chip, crucial to the fate of its foundry business, is also expected to be unveiled. The theme of CES 2026 continues to revolve around AI, but the shift is towards the practical implementation phase of AI in real-world scenarios. There is a consensus that AI hardware applications are anticipated to be the paramount focus of this year's event.
Jensen Huang is scheduled to deliver a keynote speech in the early hours of January 6, Beijing time. Analysts expect his address to heavily focus on data centers, Physical AI, and robotics technology. Looking ahead to 2026, Huang is also projected to discuss the latest advancements in NVIDIA's Cosmos foundational model platform for accelerating AI system development, using this as a segue into elaborating on autonomous technologies like self-driving cars. The highly anticipated RTX 50 Super series graphics cards (including the RTX 5080 SUPER) might face delays due to high prices and supply shortages of GDDR7 memory. Huang's speech will center on "Physical AI," pushing AI computing power into robotics and industrial applications. NVIDIA may instead concentrate on high-margin products like the 96GB VRAM RTX PRO 6000 Blackwell.
AMD plans to launch multiple Ryzen 9000 series processors based on the Zen 5 architecture. The flagship Ryzen 9 9950X3D's major highlight is its expected debut of a dual 3D V-Cache design; the Ryzen 7 9850X3D is anticipated to retain a single CCD with 3D V-Cache but see a base frequency increase of 400MHz compared to the 9800X3D. Beyond the X3D series, AMD also intends to unveil its Zen 5-based Ryzen 9000G series APUs at CES 2026, covering both Krackan Point and Strix Point architectures for the AM5 platform. This marks AMD's first upgrade to its accelerated processing unit lineup since the initial release of the Ryzen 8000G series in early 2024.
Additionally, Intel will launch its Intel Core Ultra Series 3 (Panther Lake), expected to comprise around 14 SKUs. The flagship model, Core Ultra X9 388H, will feature 16 cores with a maximum frequency of 5.1GHz. Widespread OEM support could help alleviate market concerns regarding its advanced process execution. Code-named Panther Lake, Intel's 3rd Gen Core Ultra processors, as the first client chips based on the Intel 18A process, integrate the high energy efficiency of Lunar Lake with the high performance of Arrow Lake. They redefine AI computing allocation logic through an XPU heterogeneous architecture, laying a core foundation for the large-scale deployment of AI PC agents.
In the AI PC segment, new product launches this year will be led by major chipmakers Intel and AMD, with mainstream PC manufacturers like Lenovo and ASUS following closely. The focus will be on next-generation AI processors and innovations in device form factors. Taiwanese companies such as Acer, MSI, and Gigabyte will also be present in Las Vegas. While Acer is not holding a formal press conference at CES 2026, it will release a series of new products, including AI PCs, gaming systems, and PC peripherals; MSI is expected to showcase AI PC and gaming-related models.
Regarding AI glasses, over 50 manufacturers will exhibit at CES 2026, with leading players like Thunderbird Innovation, Rokid, Yingmu, VITURE, and XREAL all in attendance. Furthermore, emerging brands such as Sharge, BleeqUp, Halliday, and Weiguang Technology are beginning to make their mark. Alibaba will showcase its first self-developed AI glasses, the Quark AI Glasses S1, at CES 2026.
In the field of AI robotics, Tesla's third-generation humanoid robot, Optimus-3, might make its debut at CES. Unitree Robotics is reportedly set to present a highly realistic interactive demonstration of its humanoid robot. Additionally, Lingxi Intelligence will make its first appearance at CES 2026, showcasing its flagship product, the AiMOON Constellation AI Guardian. Zhiyuan Robot is also expected to exhibit its star products, including the Lingxi X2 (AGIBOT X2), Yuanzheng A2 (AGIBOT A2), Jingling G2 (AGIBOT G2), and D1 (AGIBOT D1).
Huatai Securities anticipates that this edition of CES will serve as a critical window for observing the implementation of AI applications, with key coverage areas including edge AI, industrial AI, Physical AI, and automotive intelligence. The investment narrative in the tech sector is shifting from computing infrastructure towards a complete technological loop encompassing simulation, training, and real-world deployment, with Physical AI potentially becoming the core theme linking various segments.
Related concept stocks: LENOVO GROUP (00992): On December 26, 2025, the 2025 Lenovo Tianxi AI Ecosystem Partners Conference (LTPC 2025) was held. Centered on the theme "Converging Intelligence, Co-creating a New Ecosystem," the conference focused on industry transformation and ecosystem co-development in the era of personal AI. A core highlight was the deepened strategic cooperation between Lenovo and Intel to jointly promote the prosperity of the AI PC ecosystem, signaling the comprehensive arrival of the personal AI era.
BABA-W (09988): Alibaba will bring its first self-developed AI glasses, the Quark AI Glasses S1, to CES 2026. Data from November 27 showed that the Quark AI Glasses S1 secured the top spot in both sales and store rankings within the XR device category on Tmall, claimed first place on Douyin's E-commerce Smart Device chart, and firmly held the leading position in JD.com's real-time smart glasses sales rankings.
CONANT OPTICAL (02276): The company is the exclusive lens supplier for the Quark AI glasses. The retail price of Quark lenses includes a 13% value-added tax and the company's own profit margin. It is suggested that Alibaba may not have imposed excessively high premiums on the lens business, particularly for the 1.74 refractive index products, indicating that lens fitting enterprises possess favorable profitability.
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