The International Consumer Electronics Show (CES 2025) took place in Las Vegas from January 7 to 10, 2025. A research report by CITIC Securities highlights that the central theme of CES 2025 was "AI Acceleration on the Edge." As the capabilities of large AI models for understanding and interaction continue to advance rapidly, and the costs associated with API calls plummet, the landscape of AI edge applications is poised for diversification. Notably, smart glasses are entering a phase of rapid growth, offering vast market potential. Within this segment, memory constitutes the second-largest cost component, positioning it as a crucial beneficiary within the industry chain. Additionally, the shipment volumes of AI-enabled earphones are surging, accompanied by a discernible trend towards higher storage chip capacities. Furthermore, the pace of innovation and deployment in smart home products, robots, AI toys, and other devices is equally noteworthy. Domestic storage providers, with their competitive edge in the small to medium-capacity sectors and close collaborations with leading AIoT customers, stand to benefit significantly from the accelerated deployment of AI at the edge. Investors are encouraged to keep a watchful eye on prominent domestic storage vendors.