The annual CES, the world's largest exhibition for consumer electronics, is about to kick off, and the technology community is once again entering Las Vegas.
A glimpse of the Chinese face and Chinese elements that are visible everywhere in the airport. Made in China and Chinese brands are the most active forces of CES. At the same time, this is also a good time for global investors to understand the latest trends and tap into star projects.
According to the official CES statistics, 1,551 exhibitors marked the country as China, excluding some Chinese companies exhibiting in the name of American companies, and the overall proportion was 33%. From the perspective of quantity alone, Chinese enterprises held up CES 3 points. One of the Jiangshan, and these Chinese companies, Guangdong enterprises accounted for 58.54%, Shenzhen has 666.
“Chinese companies have more application products, many of which are already ready for large-scale production. American companies basically show more concept technologies.†For the Chinese exhibitors who flocked to China, Alex Ren, Managing Partner of BoomingStar Ventures in Silicon Valley, came first. Finance said. In addition to China's own advantages in the field of hardware manufacturing, he believes that more companies come to Las Vegas to understand the trend of technology development in the United States, learning technology, as well as investors.
For investors, CES brings together all upstream and downstream companies in the industry chain. All industry experts gather here to obtain a complete view of a certain technology and adjust their investment decisions.
In the face of a large exhibition hall with a large number of companies, how to set up a “theater strategy†for yourself is an essential homework for investors.
Many investors who participated in CES have expressed to First Finance that before the exhibition, they will develop a viewing plan, sort out the companies and technologies they are interested in, understand the travel plans of industry experts and even industry investors, and participate in some Closed the meeting to get some in-depth exchange opportunities.
In Alex Ren's exhibition plan, unmanned vehicles, robots, smart homes and VR have become the four areas of concern.
The Consumer Electronics Show changed to auto show, which was the most intuitive experience for many audiences at the CES show last year. In order to get close to consumers and the industry chain, CES is increasingly favored by the automotive industry. With the past year, major auto giants have committed to research and development of driverless cars. Auto-driving, electric vehicles, and car networking technologies are related to the 2018 CES. The highlight.
In the area of ​​unmanned vehicles, Alex Ren believes that "This year, CES drone-drivers will demonstrate new solutions, whether companies will launch L2 and L3 production cars, and new sensors will bring new progress to unmanned vehicles. Focus on direction."
This year, a number of manufacturers at the CES have also launched self-driving road test vehicles. Aptiv and Lyft have provided the participants with more than 20 fixed routes and automatic driving services with safe drivers. The self-driving bus operated by Navya ARMA, the bus operator AAA and Keolis NA, has already begun trial operations in downtown Las Vegas.
The minibus, which does not have a steering wheel and brake pedal, is fully driven by an autonomous driving system and can carry up to eight passengers. From 10am until 6pm, these self-driving buses will always cycle in downtown Las Vegas. According to reports, the CES exhibitors, local residents and tourists can use the bus for free.
In addition, the battle of virtual voice assistants in the smart home field is the focus of investors.
Outside of the Las Vegas Convention Center, Google has set up a huge location to promote Google Assistant. At last year's CES, Alexa Amazon took the limelight.
Mao Hua, general manager of Tencent Wulian cloud speech cloud, said: "In the past, Amazon, Google, Apple's products and provide a range of services less conflict, but in the past two years, Amazon, Google have increased hardware layout in an attempt to cross-border rush Apple's business, including artificial intelligence, smart speakers, smart home, mobile phone/tablet and other hardware, is already highly overlapping in these areas, so this year's CES can be said to be a year for Google and Apple to completely surround the Amazon."
The VR/AR industry, which has experienced a cold wave of capital, has once again returned to investors’ concerns. “VR experienced a low ebbing period, and the precipitation for some time eliminated companies that were not competitive and made the company truly capable of delivering market-satisfactory products.†Alex Ren also hoped that at the CES show, he could tap some of the underlying technology companies to solve the VR experience. On the core technical issues.
CES in the eyes of American consumersHowever, from the perspective of consumers, their expectations for CES are more intuitive.
GIGadgets is a self-medium in Silicon Valley that focuses on consumer technology. As a community where users decide topics and participate in the popularity of the game, Gigabits founder Huang Xiaqi found that the most common American users are concerned with future transportation innovation technologies including driverless driving. The second is a large or miniature robot that can really solve the problem, but robots that simulate human or animal interactions and actions have a general response in the user market. “For consumers, being able to display simulation scenes can attract attention from the consumer market.â€
This phenomenon is also reflected in the field of VR/AR. Huang Xiaqi found that VR/AR investment is very hot, but the behavior of consumers in the community is not active. “They feel that wearing a helmet is cumbersome. Some AR products are also on the market this year. Consumers in the United States have a general response. Consumers need to be aware of things before they can support them, so the window of time that investors observe is different.†Huang Xiaqi told CBN.
For a total of one-third of the total number of exhibitors from Chinese companies, Huang Xiaqi believes this is in line with the basic distribution of the "consumer electronics" industry chain.
There are many hardware entrepreneurs in the San Francisco Bay Area, focusing on more forward-looking areas, such as driverless, robotics, and biomedical related hardware. There are also many Chinese engineer entrepreneurs.
Shenzhen's hardware industry chain is unique in the world, with factory + solution companies + young brand companies + application layer technology integration, and ultimately most of the world's hardware is produced in the Pearl River Delta. In addition, she discovered that in Europe, Taiwan, and Japan, there are also some teams who like innovation, and they have developed some exquisite little things, but they are not very concentrated.
“U.S. companies will have more underlying technology innovations, and Chinese companies will become more mature in their applications, and often see the same technology in China. Several companies will use almost the same applications to exhibit. But this is not necessarily a bad thing. It is actually an industry. The different links in the chain," Huang Xiaqi explained further.
However, what can be seen is that this year's AI field is a common global hotspot. It is extended to include driverless, smart speakers, and chips and other devices. The core is to allow future interaction between people and things, getting closer and closer. The most natural person-to-person interaction model.
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