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

Wallstreetcn
2025.01.05 04:40
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In terms of keynote speeches, focus on NVIDIA, AMD, Samsung, and Toyota; in the industry, it is expected that artificial intelligence and automobiles will continue to be hot topics, while robotics, displays, and smart home appliances are also focal points of public attention

Known as the "Spring Festival Gala of the tech 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 tech event of the year, what content is worth paying attention to?

Keynotes from NVIDIA, AMD, Samsung, and Toyota

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

NVIDIA is scheduled to hold a press conference at 21:30 EST on Monday evening. It is expected that the company's founder and CEO Jensen Huang will announce its latest developments in AI, including the highly anticipated GeForce RTX 50 graphics card.

AMD is set to hold a press conference at 14:00 EST on Monday afternoon. It is expected to launch its next-generation GPU to compete with NVIDIA's RTX 5000. As part of its brand revitalization plan, the company may introduce the RDNA 4 graphics card, possibly named the RX 8000 or RX 9000 series.

Samsung Electronics will hold a press conference at 20:00 EST on Monday evening. Samsung is expected to continue announcing its progress in televisions and home appliances, with the theme: AI Everywhere: Every Day, Everywhere. It is predicted that the company may also showcase consumer robots, but such products are unlikely to enter commercial production.

Toyota is scheduled to hold a press conference at 19:00 EST on Monday evening. During this time, Toyota Chairman Akio Toyoda is expected to report on the latest developments of its "Woven City," focusing on how startups are integrated into the project and whether Toyota has successfully built a complete ecosystem powered by hydrogen fuel cells. According to previously disclosed information, "Woven City" aims to test and develop new technologies such as hydrogen energy, autonomous vehicles, robotics, and artificial intelligence.

In addition, notable speeches include those from Linda Yaccarino, CEO of X platform, and Ed Bastian, CEO of Delta Air Lines, on Tuesday EST.

AI remains the highlight, with automotive and robotics industries also worth attention

Artificial intelligence undoubtedly continues 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 cars and refrigerators. According to previous estimates by Huafu Securities, the implementation of AI terminals will be the core theme of this exhibition, with in-depth discussions on the acceleration of underlying AI technology innovations and the landing scenarios of AI applications, and innovative products powered by AI will be launched intensively.

The automotive industry will also be one of the focuses of the exhibition, in addition to Toyota, it is expected that Sony will continue to promote the all-electric model Afeela in collaboration with Honda during its press conference.In recent years, robots have increasingly become the focus of CES, and it is expected that most transportation companies will discuss this topic, covering everything from manufacturing to electric vertical takeoff and landing vehicles (eVTOLs). Companies like Hyundai may showcase their interest in humanoid robots and other robotic technologies.

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

Given the development of generative AI technology and the successive release of smart assistant features by Google, Amazon, and Apple, the favored smart home appliance industry is also expected to welcome a wave of "new products." Currently, LG has released relevant news, and Samsung is expected to announce its latest developments on Monday.

After the hype brought by the buzz, extended reality (XR) products have proven to still have room for improvement. The current industry situation 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. Leading companies like HTC and Magic Leap have basically shifted their focus to enterprise applications