Galaxy Securities has highlighted that the global consumer electronics market is set to display structural divergence by 2025. Traditional product categories are anticipated to witness a deceleration in growth, while new growth impetus, spearheaded by artificial intelligence (AI), is on the ascent. Innovative gadgets, including AI-powered smartphones, AI PCs (Personal Computers), and AI glasses, are swiftly making their way into the market. The focal point of industry rivalry is transitioning from standalone products to the establishment of comprehensive, all-scenario ecosystems.

In the short to medium term, the industry is poised to confront a dual scenario of opportunities and challenges. The intensification of AI innovation and the expedited rollout of novel AI-enabled devices present lucrative prospects for businesses. However, the escalating costs of memory chips concurrently introduce formidable hurdles.