The 2025 CES was held in Las Vegas from January 7 to 10. As a bellwether of the global consumer electronics industry, this exhibition brought together top companies and innovative products from all over the world. In the current era of economic globalization and rapid technological development, CES is not only a stage for displaying cutting-edge technology, but also an important window for global investors to gain insight into industry trends and explore investment opportunities.
1. Exhibition scale and number of exhibitors
The number of Chinese exhibitors reached more than 1,300, accounting for nearly one-third of the total number of exhibitors, exceeding 1,115 Chinese exhibitors in 2024, setting a new high since 2019. These companies cover multiple fields such as artificial intelligence, digital health, automotive technology, and lifestyle technology, fully reflecting the diversification and cross-border integration trend of the consumer electronics industry. Among them, American technology giants such as Intel, AMD, Qualcomm, Microsoft, Google, and Amazon, representative Japanese and Korean brands such as Samsung, Sony, and LG, as well as Chinese brands such as TCL, Hisense, and Lenovo all appeared with their latest products and technologies, demonstrating their respective competitiveness and influence in the global consumer electronics market.
2. Characteristics and innovation trends of exhibitors
Tech giants lead the innovation trend: Technology giants demonstrated their strong R&D strength and innovation capabilities at this CES. For example, NVIDIA released a new generation of RTX 50 series graphics cards, based on the Blackwell architecture, using GDDR7 video memory, with greatly improved performance, bringing more powerful graphics processing capabilities to games, artificial intelligence and scientific applications; Intel showcased its latest Arrow Lake chip, optimized for artificial intelligence and games, and is expected to become the core of mainstream manufacturers’ personal computers and laptops in the next three months; AMD launched the new Ryzen Z2 processor, which is expected to provide strong power for the next generation of gaming handheld devices. These innovative products not only promote the performance upgrade of consumer electronics hardware, but also provide a broader space for the development of related software applications.
Startups show vigorous vitality: Many start-ups launched innovative products and solutions at CES. For example, Thunderbird Innovations launched Thunderbird Photography Glasses V3, which integrates high-definition camera functions and real-time image processing technology, and supports applications in a variety of scenarios; Lenovo’s “AI Travel Kit” includes a smart wristband, TWS headphones, and a pendant equipped with a camera, which can be connected to a smartphone to realize AI functions; Audio-Technica’s “long-life” TWS headphones CKS50TW2 focus on long battery life and are priced affordably. The innovative products of these start-ups not only provide consumers with more choices, but also inject new vitality into the consumer electronics industry, showing huge market potential and room for growth.
The trend of cross-industry cooperation and integration is obvious: companies from different industries are beginning to seek cooperation and integration at CES. For example, home appliance giants such as Samsung and LG have cooperated with technology companies to launch smart home appliances equipped with advanced AI technology, such as Samsung’s AI refrigerators, washing machines and dryers, and LG’s AI refrigerators and dishwashers. These products have achieved a smarter user experience and device interconnection through AI technology; automobile companies have cooperated with technology companies to develop smart car technology, such as Honda and LG’s cooperation to showcase the cockpit of the new 0 series model and related autonomous driving technology, and BMW’s panoramic iDrive system, covering new technologies such as horizon panoramic display and 3D head-up display. Cross-industry cooperation has broken the boundaries of traditional industries and promoted the innovative development of the consumer electronics industry.
According to relevant data statistics:
The global consumer electronics industry market size is showing a steady growth trend as a whole, and is expected to grow to a certain scale by 2028. In 2024, the global smart home market driven by artificial intelligence will reach a certain value, and the market will reach US$231.6 billion by 2028. In 2025, global PC market shipments are expected to recover to around 270 million units. Among them, AI PC shipments will exceed 100 million units, with a market share of 39%, a year-on-year increase of 98%.
In 2024, AI mobile phone shipments are expected to account for 16% of global smartphone shipments, and will increase to 54% by 2028; from 2023 to 2028, the AI mobile phone market CAGR will reach 63%. In 2024, global wearable device shipments reached 537.9 million units, a year-on-year increase of 6.1%.
Highlights of Chinese companies at CES 2025: the widespread application of artificial intelligence technology. Thunderbird Innovations released a new product, AI photography glasses V3, and displayed the optical waveguide glasses X3 Pro. Dapeng VR, Thunder Technology and many other companies exhibited new AI glasses. UBTECH’s home consumer robots were unveiled, including smart pet care equipment and smart lawn mowers. Among them, the ubhome smart lawn mower M10 is equipped with Qualcomm® Robotics RB1 platform, creating a new model of smart gardening. Major breakthroughs in display technology. As a leader in China’s display industry, TCL Huaxing’s products with printed OLED technology have attracted widespread attention, becoming the first country to commercialize this technology.