Three departments encourage the development of "AI+" research and design software, and industrial large models are expected to accelerate implementation.
The Ministry of Industry and Information Technology, the State-owned Assets Supervision and Administration Commission of the State Council, and the All-China Federation of Industry and Commerce issued the "Implementation Guidelines for Digital Transformation of Manufacturing Enterprises." It proposes to develop "AI+" research and development design Software, to construct datasets such as design models and simulation models, to carry out model training, and to develop innovative applications such as generative design and real-time simulation, to accelerate the research and development of new products.
The 2025 CES Global Consumer Electronics Show is about to open, and a new round of opportunities in the Consumer Electronics Industry is on the way.
① According to media reports, the highly anticipated Technology event - the 2025 CES Global Consumer Electronics Show will grandly open in Las Vegas, USA from January 7 to 10, 2025. ② China International Capital Corporation released a Research Report stating that looking ahead to 2025, the implementation of AI across multiple terminals at the end-user side, moderate growth in the mobile phone market, and gradual upgrades in certain aspects will lead the growth of the Consumer Electronics Industry.
How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.
① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.
The Huawei Mate 70 represents a series of new product launches, as the consumer electronics industry welcomes the traditional Q4 peak season.
According to media reports, He Gang, the CEO of Huawei's terminal BG, stated during an interview on the evening of December 4 that reservations for the Huawei Mate70 series have exceeded 6.7 million, and due to overwhelming demand, there will be a slight initial shortage in supply. Shanxi stated that the fourth quarter, being the peak season for consumer electronics, will witness a wave of replacements and drive relevant supply chain stocking.
The 2024 World Consumer Electronics Expo is about to be held, and the smart phone market is expected to grow against the trend.
① The 2024 World Consumer Electronics Show will be held at the Shenzhen Convention and Exhibition Center from November 28 to 30, 2024. ② China Merchants believes that the flagship Android phones are entering a phase of intensive releases, with Xiaomi, OPPO, vivo, Honor, and Huawei all having released new flagship models, which focus on AI and optics as highlights. Continuous attention is paid to innovations in new machines and subsequent sales.
The USA is expected to relax regulations on autonomous driving autos, institutions say the industry is about to enter a period of explosive growth.
According to informed sources, members of the transition team for usa's incoming president Trump have told advisors that they plan to prioritize the federal framework for fully autonomous autos as one of the Department of Transportation's main focuses. Secondly, Huafu Securities stated that high-level autonomous driving is accelerating its commercialization and has entered a new stage in areas such as regulations, technology, and capital operations. After several years of development and accumulation, the industry is about to enter a period of explosive growth.