The future development trends of the consumer electronics industry mainly include the following aspects:
1. Accelerating penetration of folding screen technology: Folding screen mobile phones, as an important direction of consumer electronics innovation, are gradually penetrating from the high-end market to the mainstream consumer group. TrendForce expects that the shipment of foldable mobile phones will reach 19.8 million units in 2025, with a penetration rate of about 1.6%. Apple's entry will help increase the penetration rate of foldable mobile phones from 1.6% in 2025 to more than 3% in 2027.
2. Deep integration of AI technology: AI technology will fully empower consumer electronic terminals and optimize interactive experience. For example, Apple's Apple Intelligence will open permissions to all apps and upgrade them in real-time translation, visual intelligence and other functions; Meta's first AR glasses for the consumer market will also be equipped with AI functions, which can display notifications, navigation translation, etc.
3. Automotive electronics and consumer robots have become new growth points: Automotive has become a new smart terminal integrating travel, entertainment, office, etc., with functions such as autonomous driving and smart cockpits accelerating the integration, and the automotive electronics market has broad prospects. At the same time, service robots have been deeply integrated with technologies such as large models and spatial computing, and their application scenarios have been further expanded, and will be widely penetrated into daily homes, health care and other life scenarios.
4. Product innovation focuses on user experience: Consumer electronics companies will further anchor consumers' higher demand for intelligence, comfort, convenience, personality, etc., and integrate and innovate from the perspectives of technological innovation, function optimization, and humanized design to create the ultimate user experience and seize the initiative in fierce competition.
5. Strengthening collaborative innovation in the industrial chain: With the development of the consumer electronics industry, the synergistic effect between enterprises in the industrial chain has gradually increased. Leading companies in the consumer electronics sector with strong R&D capabilities and strong engineer dividends in the domestic supply chain are expected to benefit deeply from the wave of AI terminal innovation and seize the structural growth opportunities brought by hardware upgrades.