The Research Reports from China International Capital Corporation indicate that looking ahead to 2025, the deployment of edge AI across multiple devices and moderate growth in the mobile phone market will lead the Consumer Electronics Industry, with some incremental upgrades guiding growth. It is recommended to pay attention to the new replacement cycle brought by AI smartphones/AIPC and hardware upgrades, innovations in new forms of AI wearable devices, and three major investment opportunities in the optical industry as it restarts upgrades and configurations.