CES 2025 (International Consumer Electronics Show) will be held on January 7-10, local time, in Las Vegas, U.S. It will be centered around AI, and according to the preview news of major manufacturers, AI is the core theme, and a lot of new products and technologies will be unveiled. Analysts from Guosheng Securities believe that 2025 will usher in the first year of end-side AI innovation, further boosting demand for consumer electronics products and driving hardware upgrades in SoCs, storage, PCBs, acoustics and other hardware.
In terms of chips: technology continues to upgrade, and new products from overseas manufacturers are ready to be launched.
(1) NVIDIA CEO Jen-Hsun Huang will deliver a keynote speech, and is expected to launch the GeForce RTX 50 series GPUs, introducing new neural rendering technology, combined with the improvement of the third-generation DLSS, allowing AI to further participate in the generation and optimization of the game screen; in addition to the desktop graphics card, NVIDIA is also planning to launch the RTX 50 mobile series for the laptop sector to meet the thin and light book on the performance and power consumption of the dual from the demand;
2) AMD will release its latest flagship processor Ryzen 9 9950X3D based on the Zen5 architecture, as well as the B850 and B840 motherboards designed specifically for the latest Ryzen processors to further address high-performance computing needs, which are expected to be available in mid-January 2025;
(3) Intel: will deliver the “AI Inside for a New Era” keynote to promote the next-generation AI PC technology, focusing on the launch of the second-generation Core Ultra mobile processors.
In terms of smart wearable: AI eyeglasses chips are blowing up, opening a “war of a hundred mirrors”.
(1) Thunderbird Innovation will bring an AI+AR optical waveguide glasses and an AI shooting glasses, which are expected to be officially released in the first quarter of this year;
(2) Sony released a preview video with the theme of “Create Infinite Realities”, and will show MR glasses and technology at the conference;
(3) ShadowEye Technology will present its new product INMO GO2, which can realize simultaneous interpretation and other functions;
(4) Li Wei Ke will launch a new AI glasses with a camera module;
(5) Dapeng VR announced that it will show the XR innovation results and new Dapeng AI glasses to the public.
In intelligent driving: intelligent empowerment of cars.
(1) Mobileye: will share the latest progress of Mobileye in developing safe and scalable autonomous driving solutions;
(2) BMW: BMW will bring the new-generation Super Sense Intelligent Cockpit, which combines the Horizon Panorama Display, 3D Head-Up Display System, Super Sense Intelligent Steering Wheel, and centering design;
(3) Honda: Two Zero Series prototypes will be unveiled and a new proprietary operating system will be demonstrated;
(4) Continental: will unveil a smart experience car that owners can unlock by reaching out;
(5) BOE: plans to show an OLED display with a multi-morph display layout and long sliding distance, enabling switching between vehicle center control and passenger entertainment with multiple lengths and display ratios;
6) LG: joining hands with Qualcomm to launch an automotive cross-domain controller platform;
(7) Xiaopeng: Xiaopeng Huitian “land carrier” split flying car will be unveiled.
In addition, the country's “two new” policy effectively stimulate domestic demand potential, and the results are remarkable, cell phones formally included in the national subsidies, is expected to significantly boost the demand for replacement.
