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科技春晚来了!一文读懂CES 2025,市场最关注什么?

The Technology Spring Festival Gala is here! Understand CES 2025 in one article, what is the market most concerned about?

wallstreetcn ·  Jan 6 07:04

In terms of keynote speeches, focus on NVIDIA, AMD, Samsung, and Toyota; in the industry sector, it is expected that AI and Autos will continue to be popular, while Siasun Robot&Automation, displays, and smart home appliances will also be focal points of public interest.

Known as the "Spring Festival Gala of the Technology Industry," CES 2025 (International Consumer Electronics Show) will kick off from January 7 to January 11 in Las Vegas, USA.

As the first and largest technology event of the year, what highlights are worth paying attention to?

Keynote speeches from NVIDIA, Advanced Micro Devices, Samsung, and Toyota Motor.

Before the official opening of the exhibition, some exhibitors will hold press conferences and small events on January 5-6.

$NVIDIA (NVDA.US)$ A press conference is scheduled for Monday evening at 21:30 Eastern Time. It is expected that the company's founder and CEO Jensen Huang will announce the latest developments in AI, including the highly anticipated GeForce RTX 50 graphics card.

$Advanced Micro Devices (AMD.US)$ A press conference is scheduled for Monday afternoon at 2:00 PM Eastern Time. It is expected that the next-generation GPU will be launched to compete with NVIDIA's RTX 5000. As part of its rebranding plan, the company may introduce the RDNA 4 graphics cards, which may be named the RX 8000 or RX 9000 series.

$Samsung Electronics Co., Ltd. (SSNLF.US)$ A press conference is scheduled for Monday evening at 8:00 PM Eastern Time. Samsung is expected to continue announcing its progress in televisions and home appliances, with the speech themed: AI is Everywhere: Every Day, Everywhere. It is predicted that the company may also showcase consumer robots, but it is unlikely that such products will be put into commercial production.

$Toyota Motor (TM.US)$ A press conference is scheduled for Monday evening at 7:00 PM Eastern Time. At that time, Toyota Motor Chairman Akio Toyoda is expected to report on the latest developments of the Woven City project, focusing on how startups are integrated into this project and whether Toyota has successfully built a complete ecosystem powered by hydrogen fuel cells. According to prior public information, the Woven City aims to test and develop new technologies such as hydrogen energy, autonomous vehicles, robots, and AI.

Additionally, other noteworthy speakers include CEO Linda Yaccarino from the X platform and$Delta Air Lines (DAL.US)$CEO Ed Bastian, who will be giving speeches on Tuesday Eastern Time.

AI remains the main focus, and Industries such as Autos and Siasun Robot&Automation are also worth paying attention to.

Artificial Intelligence will undoubtedly continue to be a hot topic at CES 2025.

Building on the 2024 conference, AI will be more widely applied to various products this year, including Autos, Refrigerators, and others. According to previous forecasts by Huafu Securities, the implementation of AI terminals will become the core theme of this exhibition, which will focus this year on accelerating the underlying technology reform of AI and deeply discussing the landing scenarios of AI applications. Innovative products enhanced by AI will be launched intensively.

The Automotive Industry will also be one of the highlights of the exhibition. Besides Toyota Motor, it is expected that$Sony Group (6758.JP)$the conference will continue to promote the pure electric vehicle Afeela in collaboration with Honda.

In recent years, Siasun Robot&Automation has increasingly become a focus at CES, and it is expected that most Transportation companies will discuss this topic, covering industries from manufacturing to electric vertical take-off and landing vehicles (eVTOLs). Companies like Hyundai may showcase their attention to humanoid robots and other robotics technologies.

CES remains a major stage for computer displays. Currently, Samsung, ASUS, and MSI have successively launched the "world's first" 4-inch 240K OLED display with a 27Hz refresh rate just before the conference.

Considering the development of generative AI technology and Google's sequential release of smart assistant features, it is expected that the favored Consumer Electronics Industry may also welcome a wave of new products.$Amazon (AMZN.US)$$Apple (AAPL.US)$ Currently, LG has already released related news, and Samsung is expected to announce its latest progress on Monday.

After the hype brought by speculation, it has been proved that there is still room for improvement in extended reality (XR) products. The current situation in the industry is that Vision Pro has not 'taken off' as Apple expected, and no competitor has been able to rival Meta's flagship VR headset product, Quest, while leading companies like HTC and Magic Leap have basically shifted to enterprise applications.

Editor/Somer

The translation is provided by third-party software.


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