Orient Securities released a research report stating that the 2026 International Consumer Electronics Show (CES) will focus on the accelerated empowerment and breakthroughs of Edge AI in traditional consumer electronics (such as computers, home appliances, displays) and innovative hardware (like AI glasses, headphones, wearables), while also showcasing the continued deployment of AI in scenarios such as industry, robotics, and smart driving. Relevant companies in the industrial chain, including chips, terminal manufacturing, and components, are expected to benefit. The main views of Orient Securities are as follows.
The CES 2026 event is scheduled to take place from January 6 to January 9, 2026. CES (Consumer Electronics Show) is one of the world's largest and most influential consumer electronics and technology industry exhibitions. AI is expected to accelerate its integration into hardware products, empowering upgrades for traditional consumer electronics terminals. While some investors believe current progress in Edge AI is relatively limited with bottlenecks remaining in real-world application, the bank holds that the deployment of AI at the edge is likely to accelerate in 2026, deeply integrating into various hardware products and industrial scenarios. Specifically, AI is expected to rapidly empower traditional consumer electronics terminals like computers, displays, and home appliances.
In the realm of Edge AI chips, AMD, Intel, and Qualcomm are all expected to showcase new processors with outstanding AI performance at CES 2026, with Intel set to launch its first new product based on the 18A process technology. Regarding overall AI solutions, Lenovo will host an innovation and technology conference to display its布局 in areas like personalized intelligent agents and enterprise hybrid AI solutions. In the display sector, companies such as Hisense and TCL will showcase their technological advancements in AI picture quality and Mini LED.
Within the home appliance sector, companies like Dreame, MOVA, and Roborock are also expected to exhibit products with AI capabilities, such as robotic vacuum cleaners and lawn mowing robots featuring intelligent path planning technology and AI obstacle avoidance systems. Firms like Ugreen will display smart products for security, smart home, and other areas. Innovative AI hardware is anticipated to achieve breakthroughs. Some investors think user acceptance of innovative AI hardware may still be limited. The bank argues that innovative categories like AI glasses and AI headphones are seeing increasingly refined functionalities, potentially leading to breakthroughs in human-computer interaction experiences.
Regarding AI glasses, manufacturers such as Thunderbird Innovation, Ingmu Technology, and Weiguang Technology will showcase products like optical waveguide AI glasses and AI+AR glasses at CES 2026. Beyond AI glasses, companies like Mobvoi and LightSail Tech will launch AI-native products offering innovative interactive experiences, such as AI recording headphones and AI full-sensing wearable devices. LightSail's Lightwear AI full-sensing wearable device consists of the world's first active AI headphones with visual perception capabilities working in synergy with a smartwatch. Japanese company D.O.N will release the world's first belt-style sensory wearable device, VITALBELT. Additionally, Insta360 is expected to showcase new products like the Antigravity A1 drone.
Physical AI continues to develop, gradually finding applications in scenarios like industry, robotics, and smart driving. For traditional industrial scenarios, leaders from companies such as Siemens and Caterpillar will deliver speeches at CES 2026, showcasing their innovation achievements in AI, digital twin, and automation technologies, as well as the large-scale application of AI in traditional settings like industry and machinery. In robotics, Unitree will present the latest interactive demonstrations of its humanoid robots, while Astribot will debut its full product line for the North American market. Companies like Galaxy General and Cloud Deep will also bring their latest technologies and products to the CES stage. Furthermore, component suppliers such as Robosense will exhibit technical solutions like robot hand-eye coordination.
In the field of smart driving, companies like Aptiv and Bosch will showcase intelligent edge solutions designed to enable devices to achieve real-time perception, decision-making, and execution. Investment advice and suggested investment targets recommend focusing on the upgrades and innovative breakthroughs in Edge AI. Related targets include: Edge AI main control chip manufacturers like Amlogic, ASR Microelectronics, BES, Espressif Systems, SigmaStar, and Rockchip; terminal product manufacturers and brand owners such as Lenovo Group, Xiaomi Group, Luxshare Precision, Lingyi iTech, BYD Electronic, Lens Technology, Ezviz, and Insta360; and core Edge AI component manufacturers including Universal Scientific Industrial, Sunny Optical Technology, Orbbec, Robosense, Smartsens, OmniVision, and Avary Holding.
Risk warnings include AI deployment falling short of expectations, risks of downstream demand underperforming, and risks associated with fluctuations in upstream raw material prices.
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