Source: Gelonghui
Author: Mo Mian

As the world's largest and most influential annual consumer electronics technology exhibition, the Las Vegas Consumer Electronics Show (CES) 2024 will open from January 9 to January 12, local time. The theme of this year's CES is “Ail TOGETHER, Ail ON,” which aims to emphasize the integration and collaboration of global consumer electronics products.

According to official CES data, the number of exhibitors will exceed 130,000, and the number of companies will exceed 4,000. Among them are$Alphabet-A (GOOGL.US)$/$Alphabet-C (GOOG.US)$,$Amazon (AMZN.US)$,$Qualcomm (QCOM.US)$,$Sony (SONY.US)$,$Samsung Electronics Co., Ltd. (SSNLF.US)$Technology giants, as well as automakers and parts manufacturers such as Mercedes-Benz, Honda, Marelli, Hyundai Mobis, and Valeo, there are 1,115 companies from China, which is more than 1/4.

Technological competition is centered on AI

Following preparations by major technology companies in the field of AI in 2023, consumer electronics will usher in an “ALL IN AI” moment at this CES.

In the field of AI phones, many manufacturers will showcase their latest AI mobile phone products and related hardware, highlighting the wide application of artificial intelligence technology in mobile terminals. Samsung Galaxy AI introduced a large terminal model to mobile terminals, bringing users a more intelligent experience. The special press conference it plans to hold on the eve of the exhibition, as well as the Galaxy S24 series to be released on January 17, will be the focus of attention.

At the same time, the third-generation Snapdragon 8 platform released by Qualcomm and the Snapdragon X Elite, which was created specifically for generative AI, have demonstrated the limitless potential of AI technology in the mobile phone field.

In terms of AI PCs, as B-side demand continues to grow, the importance of PCs as productivity tools is becoming more and more prominent. At this CES,$Intel (INTC.US)$A number of presentations will be given on AI terminals and application scenarios to showcase their latest developments in hybrid computing, and it is expected that various new desktop and mobile CPU models will be released to enrich the 14th generation Core processor series. According to industry insiders, this series of processors will use the same process and architecture as the 13th generation, but the frequency has increased.

whereas$LENOVO GROUP (00992.HK)$A number of new AI PC products will be launched, and the release of the personal smart device “Little Black” is even more anticipated. This intelligent system can combine users' historical creation habits and personal knowledge base to provide users with more personalized services and further enhance work efficiency and learning experience.

Furthermore, in the MR sector, this CES conference will bring together the latest MR products and future planning prototypes from many manufacturers.

$Skyworth Digital (000810.SZ)$Two new generation PANCAKE songs will be released, leading the new trend in MR technology. NOLO also showcased an upgraded wearable interactive ring and VR all-in-one machine to bring users a more immersive virtual reality experience. whereas$Emdoor Information (001314.SZ)$The new MR helmet Vision SE, which was released earlier than CES, also showcased its strength in mixed reality. At the same time,$Meta Platforms (META.US)$Subsequent new product launch plans from manufacturers such as PICO have also attracted much attention.

A number of industry experts said that the VR/MR industry continues to advance technological innovation, user experience has become a key factor, and disruptive terminals and content have become a key catalyst.

Cars are becoming more intelligent

With the development of smart cars, CES has also created a separate area for car companies and technology companies to “show muscle.” According to reports, quite a few new automotive technologies will be unveiled at this exhibition.

The first brand to watch at 2024 CES was VW. In addition to releasing the 8.5th generation Golf, ChatGPT was also introduced into the car for the first time.

The BMW Group also showcased their future “cockpit assistant” at the 2024 CES. The voice assistant is based on the Amazon Alexa big language model and can become a BMW car expert, answer questions about the vehicle for users, and provide a more user-friendly interactive experience and user experience.

Sumitomo Rubber showcased autonomous driving technology that analyzes data such as tire rotation information and grasps road conditions through the cloud. Kubota will disclose agricultural machinery, etc. equipped with autonomous driving technology. 　　

This time, Mercedes-Benz of Germany will be showcasing the latest AI-equipped driver navigation functions, and will also release the latest human-computer interaction system.

Sony Honda Mobility, which is jointly funded by the Sony Group and Honda, will announce an upgrade to the features of the EV “AFEELA” currently under development. The selling point is the brand-new entertainment experience in the car, such as games and movies. 　

Samsung and Hyundai are collaborating to develop a range of “home-to-car” and “car-to-home” services and integrated home energy management solutions. At the same time, Hyundai will be showcasing a prototype of an air vehicle (electric vertical take-off and landing vehicle).

Editor/jayden