TF Securities: Edge AI Industry Chain Surges, 2026 Poised to Be a Landmark Year
2025-11-03 / Read about 0 minute
Author:小编   

According to TF Securities' research report, the edge AI industry chain is experiencing a rapid surge in activity. Terminal manufacturers are steadily ramping up their investments in smart hardware and interactive innovation. The seamless integration of computing capabilities and applications is fueling a swift expansion of the ecosystem. It is anticipated that 2026 will mark a pivotal year in the evolution of edge AI. The report highlights the need to monitor product breakthroughs from consumer electronics giants like Luxshare Precision in the computing power sector, along with their strategic roles in the edge AI supply chain. Moreover, Apple's performance has soared to new heights, with iPhone sales recording double-digit growth in the fourth quarter, and the company is further intensifying its investment in AI R&D. Nvidia's showing at the GTC Washington Summit surpassed expectations, and the outlook for the computing power industry chain remains optimistic. Meta's shipments of smart hardware are on a fast-track growth trajectory, and the competition in edge AI is entering a phase of accelerated development. Foxconn Industrial Internet's net profit in the third quarter witnessed a 62% year-on-year increase, further underscoring the profitability of the AI server business.