On January 5th, Financial News reported (Editor: Shi Zhengcheng) that as a tradition at the beginning of the year, the world's largest Technology event, CES, will be held next week. Thousands of Technology companies will gather in Las Vegas to showcase what's exciting in cutting-edge new products for the market.

As the Capital Markets continue to focus on AI, chips, AR/VR, and other Concepts, this exhibition, known for its Consumer Electronics, is increasingly attracting attention from stock investors.

There is no doubt that AI will be the hot Concept across all categories this year; whether in Autos or computers, AI will feature as a selling point in the next generation of products. $Cerence (CRNC.US)$ In light of the recent spike in stock prices after the announcement of cooperation with the Automotive voice AI developer last Friday, it is reasonable to expect that AI-related announcements will continue to be a market highlight next week. $NVIDIA (NVDA.US)$

Here is the exhibition guide collected and organized by the Financial Association.

When does the exhibition start.

Although the exhibition will be held from Tuesday to Friday (7th to 10th) local time, a large number of listed companies will choose to release announcements about their participation before the event starts.

At the same time, NVIDIA, $Advanced Micro Devices (AMD.US)$ 、 $Intel (INTC.US)$ Samsung,$Sony Group (6758.JP)$Major manufacturers also choose to hold press conferences on January 6, which corresponds to early Tuesday morning to noon in the China market due to the time difference.

After the exhibition opens on the 7th, the focus will shift to the on-site situation, especially the "small and exquisite" tech innovations.

More than a thousand Chinese exhibitors will be present.

As a manufacturing hub, Chinese manufacturers will still be the Block Orders at CES.

According to the exhibitor list displayed on the CES official website, nearly 1500 Chinese (including Hong Kong and Taiwan) companies will exhibit this year, slightly more than last year, accounting for more than 30% of the total exhibitors. Most of them are small and medium enterprises specializing in the electronics industry.

Among larger enterprises that are easier to attract attention, LENOVO GROUP, TCL, and HISENSE HA have arranged high-profile exhibitions, along with Alibaba Cloud ( $Alibaba (BABA.US)$ ) and $BYD COMPANY (01211.HK)$ The Lithium Battery companies are also returning to this year's exhibition. Last year, ByteDance participated, but this year it is absent, although TikTok will still set up multiple booths on site. The Chinese automotive technology company Xpeng Huitian ( $XPeng (XPEV.US)$ ) had previously announced that it would showcase its modular flying car—'Land Carrier' product at CES.

Considering that this year's CES coincides with the U.S. government transition, for Chinese manufacturers, in addition to showcasing cutting-edge technology, it will also be a crucial window period for seeking global partners to respond to geopolitical changes.

Chip giants are launching new products.

For this year's CES, NVIDIA CEO Jensen Huang's speech will be the most anticipated event. According to numerous previous leaks, Huang will unveil the first batch of RTX 50 series graphics cards in his speech at 10:30 AM Beijing time on January 7.

As a weather vane for the AI concept, Huang Renxun also needs to demonstrate to the Capital Markets that the demand for AI chips will remain strong in 2025 and for a long time thereafter.

Before Huang Renxun takes the stage, AMD and Intel will hold keynote speeches. The market expects AMD to release the Radeon RX 9070 XT graphics card next week, along with the latest upsampling technology, FSR 4. However, in the high-end consumer graphics card segment, AMD's new graphics card is reportedly targeting NVIDIA's RTX 4080, rather than the upcoming 5090/5080.

Another focus for AMD is whether the "Strix Halo" processor will debut next week. Rumors suggest that this processor's integrated graphics can compete with NVIDIA's 4060. This also means better performance in the thin and light laptop segment.

Since Intel just underwent a "three leadership changes in six years" at the end of last year, next week's keynote speech will only be hosted by the interim co-CEO, who is also the CEO of the chip design line, Hothaus. Potential new products include the Arrow Lake-H series AI PC chips.

With the influx of new products from the three chip manufacturers into the market, this year's CES will certainly become a stage for laptop manufacturers to showcase their new products.

As an emerging branch in the PC gaming sector, the handheld gaming market will also welcome new challengers. $LENOVO GROUP (00992.HK)$ At the same time, it invites Valve's Steam Deck/OS designer Pierre-Loup Griffais, as well as $Microsoft (MSFT.US)$Jason Ronald, Vice President of Xbox Hardware and Ecosystem, will attend the launch of the new handheld gaming device, making it an interesting scene to showcase the competitive landscape of handheld operating systems.

AI boom

The AI boom initiated by ChatGPT at the end of 2022 continues to be hot even today. The trend by 2025 is expected to shift from a series of Hardware to more AI applications.

The organizers of CES, the Consumer Technology Association, revealed that AI is the fastest-growing category in their annual CES Innovation Awards, with a 49.5% increase in submissions compared to 2024.

This year, it is expected that the new products related to AI will probably reach four-digit levels. From AI 'emotional companions' to home appliances, the Personal Care industry is also anticipating exciting new releases. Meanwhile, with the iteration of the AI industry, various Software applications from translation to medical diagnostics are also expected to be hot topics at this year's conference.

New trends in the industry

Considering that consumers have increasingly preferred 'larger televisions' in recent years, Samsung and LG will definitely appear at this year's CES. $HISENSE HA (00921.HK)$ Giant OLED or Mini LED televisions from companies like TCL.

There is no doubt that various manufacturers will further demonstrate the skills of integrating AI with television, pushing "chatting televisions" into Consumers' living rooms.

The Smart Home sector will also see a grand wave of new product releases, whether it's new types of robots or traditional home appliances "equipped with screens," the market is looking forward to groundbreaking new products.

In the wearable field, AI glasses and AR/VR/MR products that have already gained some momentum last year are likely to dominate this year's exhibition, and AI rings will also be a popular category. The market is speculating whether Samsung will let people catch a glimpse of its highly anticipated AR headset during the keynote speech.

Of course, there will still be a large number of "unfinished products" this year, such as Rabbit and AI Pin.

In terms of health, as $Apple (AAPL.US)$ AirPods are entering the OTC hearing aid field, and many similar concept new products are sure to appear this year. Similarly, CES never lacks for vague hype, such as manufacturers claiming every year that they can achieve 'non-invasive blood glucose monitoring.'

Editor/Rocky