2024Week02-CES 2024 Preview AI PC, AR VR, display TV and auto tech to be the highlights

Consumer Electronics Show (CES) 2024 will be held on 9-12 Jan in Las Vegas, expecting 130k+ attendees and 4k exhibitors. In this report, we explore potential products and technology trends in CES this year. Overall, we believe AI PC,AR/VR, display/TV, auto and robotics will take center stage in CES 2024. For AIPC, Lenovo, Asus, Dell and Samsung are set to launch a wave of AI PC products, while more new AR/VR devices will be powered by Qualcomm’s new XR chip. Indisplay/TV, we expect more larger-size, AI features and rollable/foldable screens
from Samsung/LG. For auto tech, electric and autonomous vehicles will remain the key theme, with EV/PBV concepts cars unveiled by Mercedes-Benz, Honda and Kia. For smart home/robotics, brands like Samsung and LG will introduce more technology integration into home appliances and automobiles. Overall, we believe CES 2024 will provide pointers to tech industry trends in 2024, which will be positive on AI PC, AR/VR and auto tech supply chain names, such as Lenovo, Luxshare, Goertek, BYDE, FIT Hon Teng and BOEVx.