reporter: Cai Ding
Entering 2024, the global technology community will usher in another annual feast.
The 2024 International Consumer Electronics Show (hereinafter referred to as ces 2024) will be held in Las Vegas, USA from January 9th to 12th local time. This four-day global technology exhibition is huge, covering an area of more than 2 million square feet, attracting more than 1,200 startups and 4,000 exhibitors, and the number of exhibitors is expected to reach approximately 130,000.
There is no doubt that this feast will dominate the entire consumer electronics industry and even the technology world in the next year. Over the years, from high-end car infotainment systems to 4K and OLED TVs, to electric scooters and new computer chips, CES has a wide range of cutting-edge "black technologies".
For ces 2024, which is about to kick off, Debon Securities believes that ai will become the core theme of ces , further promoting the development of AI terminals.
Specifically, according to Wu Yanjing, an analyst at China Galaxy Securities Research Institute, in a research report, the focus of ces in 2024 is expected to shift from electric vehicles to ai pc. The debut of new products is expected to successfully open up the market. 2024 will be the year of the large-scale emergence of ai pc. In the first year of shipment, as PC inventory levels continue to decline and are coming to an end, AI PC is expected to achieve both volume and price increases.
Highlight 1: AI PC occupies the central position
At this CES, NVIDIA, the "shovel seller" in the AI era, will hold a special online "nvidia ces 2024" special lecture at 8 am local time on January 8. Nvidia RTX 40 Super Series graphics cards are also expected to be announced at the keynote.
In addition, NVIDIA will also bring 14 live speeches during the exhibition, covering many popular topics and contents such as generative AI, metaverse, robots, smart cars, and game design.
Image source: Nvidia official website
At this year's ces, Intel is expected to release the i9-14900ks flagship processor, the Core 14th generation 65w desktop processor and the Core 14th generation hx series gaming laptop processor.
reporter learned from Intel’s official website that Intel will demonstrate to the outside world how Intel Core ultra processors can power the latest AI PCs on the afternoon of January 8, local time.
Image source: Intel official website
It can be seen that AI PC should be the focus of Intel's promotion at this exhibition. At the beginning of the AI era, Intel was once slightly conservative, but is currently stepping up its pace to catch up, trying to open up a new development direction through the concept of AI PC. The so-called AI PC is a personal computer equipped with a neural processing unit (NPU) chip. Similar to the way GPU accelerates game graphics processing, NPU can handle AI tasks with higher efficiency and lower energy consumption.
Intel has previously stated that it hopes to introduce AI technology into more than 100 million PC devices by 2025. On December 14, 2023, Intel launched a new generation of processors for AI PCs-Core ultra, which is hailed as Intel's first key to the AI PC era. Intel is currently working with OEM manufacturers to continue to accelerate the layout of AI PC.
The science and technology team of Hua'an Securities Research Institute revealed to the "Daily Economic News" reporter that the release of (Intel) Core ultra series processors heralds new opportunities for AI PCs. In the future, PCs will gain AI support at the hardware layer, and the basic form of CPUs may change. . At the design level of
, the on-chip AI accelerator neural network processing unit NPU is added, which greatly improves the energy efficiency ratio and local operation capability of the device to run AI applications locally. With the mutual promotion of computing power and AI applications, various design, research and development, and editing software It is expected to adapt to more AI functions. For individuals, currently AI PCs can implement AI applications in high-real-time interactive scenarios, such as real-time transcription and voice modification of video conferences, local document information summary and summary, offline scenarios or small-scale AI Assisted design acceleration, etc. With the popularization of AI PC, more deeply adapted applications will continue to emerge and generate value." The technology team of Huaan Securities Research Institute added to every reporter.
IDC, a world-renowned technology market research institution, predicts that the assembly proportion of new AI PCs (including AI laptops and AI desktops) in the Chinese PC market will rise rapidly in the next few years and will reach 85% in 2027, becoming Mainstream of PC market.
expects Lenovo, Acer, Asus, Dell, HP, MSI and other brands to also bring AI PC product displays at ces 2024.
Picture source: Edited by Lan Suying
Highlight 2: ces has become the largest "show" of automobiles
In addition to PCs, smart cars are also an important application scenario of AI on the terminal side. In recent years, ces has become the "show venue" for major automobile manufacturers.
According to foreign media investor's business daily reports, at the upcoming ces 2024, approximately 300 automotive and mobility companies are expected to participate in the exhibition, focusing on electric vehicles, autonomous driving, advanced safety features and in-car entertainment systems. Participating car manufacturers include BMW, Mercedes-Benz, Honda, Kia, Hyundai, and Vinfast Auto.
Gary Shapiro, CEO of the Consumer Electronics Technology Association, said in an interview that "CES is now the largest auto show in the world. We have half a million square feet" dedicated to automotive-related products display.
Among them, Mercedes-Benz will display the CLA-class concept car and the prototype of the electric version of the G-class SUV, and will also release the latest generation of AI-driven MBUX human-computer interaction system. The system uses the unity high-resolution game engine and is claimed to bring the "hey mercedes" voice assistant into a "new" visual dimension.
Mercedes-Benz CEO Ola Källenius pointed out: "Mercedes-Benz is using AI to reshape the digital experience of its occupants by providing 'human-like' interactions through the MBUX virtual assistant, which will be 'empathetic' in sync with the user's driving style and emotions," Will define what 'digital luxury' will look like in the future."
Image source: Mercedes-Benz official website
Image source: Mercedes-Benz official website
Japanese company Macnica will participate in ces 2024 with its next-generation artificial intelligence and autonomous driving solutions. Specific contents on display include platforms consisting of autonomous driving and advanced mobility, driving experience research software, remote monitoring and vehicle telemetry remote data collection.
Honda plans to release "a global series of electric vehicle models and some key technologies" at the show, noting that these technologies can reflect the major transformation Honda is currently undergoing.
Image source: Honda Motor’s official website
South Korea’s Hyundai Motor will also showcase new products and technologies related to artificial intelligence, hydrogen energy and software. In terms of models, Hyundai will exhibit the mobion concept car, which is based on the company's star product ioniq 5. It has outstanding styling and unique design. It uses an e-corner system that can achieve 90-degree steering of four wheels. Companies will also demonstrate the benefits of their hydrogen-powered and software-driven transformation.
Regarding domestic companies, BOE said that the company will not only comprehensively display innovative technologies and achievements in the automotive field at this exhibition, but also cooperate with Samsung, LG, Lenovo, HP, ASUS, Qualcomm, Microsoft, Continental Electronics and world-renowned car companies Carry out cooperation and exchange activities.
Mobile Internet and smart terminal technology provider ArcherMind will also appear with its smart cockpit software platform fusionex7.0. The platform implements advanced technologies such as separation of software and hardware, modular design, and soa service framework, providing key support for the creation and upgrade of cockpit functions from the bottom up.
Highlight 3: Consumer electronics products are still worth looking forward to
With the rapid development of AI, human life style is also changing. The official press release from ces stated that AI will be at the core of applications such as healthcare, sustainability, productivity and more. Shapiro revealed in an interview with foreign media that about 60% to 70% of the exhibits at ces are for consumers, and the rest are for enterprises.
Global consumer electronics giant Samsung will demonstrate its service integration with Tesla at the exhibition. Currently, Samsung has integrated its smart energy management solution smartthings energy into Tesla products such as powerwall home batteries, solar inverters, wall connector charging solutions and electric vehicles.
Image source: Samsung Electronics official website
lg Electronics plans to launch an innovative smart home AI robot with a "two-legged" design.This robot can move around the home independently, connect and control smart home appliances and home IoT devices, and interact with users. For example, it can help users with their daily lives by providing traffic details, weather updates, personal schedules or medication reminders.
Healthcare company movano will also launch the evie ring, a smart ring that can track data such as women’s menstrual periods, sleep stages and blood oxygen saturation, and record information through the evie app, including menstrual symptoms, mood and exercise data.
evie ring Image source: movano official website
BOE will also release a number of innovative display technologies and solutions, including LCD displays using oxide technology, the industry's first dual-slide OLED display, and curved surfaces equipped with mini LED backlight technology display. At the same time, the company will also release the XR mixed reality all-in-one machine, a 32-inch light field naked-eye 3D display, and a variety of innovative display solutions equipped with innovative Internet of Things technologies.
Daily Economic News
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