The key summary of CES 2025 is as follows: AI remains the absolute theme, with more Consumer Electronics manufacturers attempting to integrate AI features into their products; major chip manufacturers have chosen PCs as the primary carrier for edge AI; there is an increased focus on Siasun Robot&Automation and new Consumer Electronics such as AR/VR/XR.
According to the information from Zhitong Finance APP, BOCOM INTL released a Research Report stating that at the 2025 CES Global Consumer Electronics Show, AI products based on PC edge/endpoint will be more active than those based on Smart Phone side, including NVIDIA (NVDA.US) and AMD (AMD.US). This may indicate that the edge/endpoint AI is likely to land on the PC side early, and it is recommended that investors pay attention to the progress of AI implementation in cloud measurement and endpoint. It was also found that domestic Consumer Electronics companies performed actively at this CES, although there are still differences in profitability and market prospects for different terminal products. There is a Bullish outlook on the trend of domestic substitution and the domestic substitution opportunities of key companies in the Industry Chain, Semiconductor Manufacturing International Corporation (00981) and HUA HONG SEMI (01347).
Bocom International's main points are as follows:
The 2025 CES Global Consumer Electronics Show will be held from January 6 to 10 in Las Vegas, USA, attracting more than 4,500 companies to exhibit, including over 1,400 companies from China. The key points of this CES are summarized as follows: AI remains the absolute theme, with more Consumer Electronics manufacturers attempting to integrate AI features into their products; important chip manufacturers are choosing PC as the main carrier for endpoint AI; the attention towards new types of Consumer Electronics such as robots and AR/VR/XR is increasing.
NVIDIA (NVDA.US) launched a new high-cost-performance graphics card, the GeForce RTX 50 series, which uses the RTX Blackwell architecture and has up to 92 billion transistors. The products include RTX 5090/5080/5070 Ti/5070, priced at $1999/$999/$749/$549 respectively. The company also showcased the Grace Blackwell NVLink 72 datacenter super chip, which integrates 72 Blackwell GPUs and 2,592 Grace CPUs.
Additionally, NVIDIA announced that it will launch the Project DIGITS personal supercomputer in May 2025, using the new GB10 Grace Blackwell super chip, achieving up to 1 PFLOPS of performance at FP4 computing accuracy. NVIDIA's CEO Jensen Huang also stated during the presentation that the 'Scaling Law' (which indicates that the performance of large models continues to improve with increases in model parameters, training data volume, and computational resources) remains effective.
AMD (AMD.US) released new products in the mobile/desktop PC and gaming sectors. In the mobile PC sector, AMD launched the Ryzen AI Max 300 'Strix Halo' processor and the Ryzen AI 300 'Krakan Point' processor based on the Zen 5 architecture. In the desktop PC sector, AMD released the Ryzen 9950X3D/9900X3D processors. In the gaming sector, AMD introduced the Radeon RX 9070 series standalone graphics cards, which target NVIDIA RTX 4070 Ti and RTX 4070.
The field of Siasun Robot&Automation has received wide attention. According to BOCOM INTL Statistics, there are over 42 forums or speeches on the topic of robots at this CES, ranking high among different topics. In a survey of attendees at CES 2024, more than 43,000 participants and over 4,350 media workers identified AI and robots as one of their interested Topics. Among them, Chinese companies such as Yushu Technology, Xiaopeng, Galaxy General Robot, Fourier Intelligence, Star Motion Era, and Zhiyuan Robot showcased humanoid robot products.
AR/VR/XR may experience a new round of product updates. After experiencing fluctuations in the industry post-2021, it is noted that attention to XR-related topics has significantly increased by 2025. This CES features over 50 forums or speeches about AR/VR/XR. Among them, the Best of Innovation award was given to Haply Robotics' XR product MinVerse and Sony's XR headset SRH-S1.
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