2018CES Outlook: Investors to see the trend, consumers look at the experience

According to CES official statistics, there are 1,551 exhibiting companies marked as countries in China, excluding some Chinese companies participating in the exhibition on behalf of U.S. companies, accounting for 33% of the total.

CES, the largest annual event in the global consumer electronics market, is about to kick off and the tech community re-enters Las Vegas.

The Chinese face and the Chinese element are all visible from the airport. Made in China and the Chinese brand are the most active forces in CES. At the same time, it is also a good time for global investors to learn about the latest trends and tap into celebrity projects.

Unmanned vehicles the hottest VR back to investment horizon

According to CES official statistics, exhibitors mark 1551 enterprises in China for the country, excluding some Chinese companies participating in the exhibition on behalf of U.S. companies, accounting for 33% of the total. Only from the point of view of quantity, Chinese enterprises hold up CES thirds One of the country, and these Chinese enterprises, Guangdong enterprises accounted for 58.54%, there are 666 in Shenzhen.

'Chinese companies to do more and more applications, many of which are already large-scale production, the United States is basically a showcase of concept technology more.' For flock to the Chinese exhibitors, Silicon Valley BoomingStarVentures managing partner AlexRen to First Financial said In addition to China itself has advantages in the hardware manufacturing field, he thinks more companies came to Las Vegas in order to understand the development trend of science and technology in the United States, learning technology, as well as investors.

For investors, CES brings together all the companies upstream and downstream of the industry chain, where all industry experts gather to gain a holistic view of a technology and then adjust its own investment decisions.

Faced with a huge area, a large number of business exhibition venues, how to develop their own 'Participation Raiders' is an investor's homework.

Many investors who participated in CES once said to CBI that they plan out the exhibition before the exhibition, sort out the enterprises and technologies they are interested in, understand the travel planning of industry experts and even industry investors, and participate in as much as possible Closer to the meeting, which gives some in-depth opportunities for exchange.

In AlexRen's exhibition program, unmanned vehicles, robots, smart home and VR become the four areas of concern.

CES show, which is the most intuitive experience of many visitors at CES last year in order to be close to consumers and industry chain, CES more and more favored by the automotive industry, with the major auto giants over the past year have committed to research and development have Related technologies such as people driving cars, autonomous driving, electric cars and car networking are the highlights of 2018 CES.

In the field of unmanned vehicles, AlexRen believes that 'this year CES unmanned major manufacturers will demonstrate new solutions, whether there will be enterprises to launch L2, L3 production car, as well as new sensors for unmanned vehicles to bring new progress Focus on the direction '.

This year, many CES vendors also introduced autopilot road test vehicles, and Aptiv Lyft offered attendees over 20 fixed-route, autonomous driver travel with secure drivers. The NavyaARMA bus operator AAA and KeolisNA The jointly operated self-driving buses have long been in trial operation in downtown Las Vegas.

The minibus, which does not have a steering wheel and brake pedals, is fully piloted by the autopilot system and can carry up to eight passengers. The autopilot buses will continue to operate in Las Vegas, starting at 10 a.m. and ending at 6 a.m. The city center circulates, and it is reported that the CES exhibitors and local residents as well as tourists are free to board the bus.

In addition, the battle of virtual voice assistant in the field of smart home is the focus of investors.

Outside Las Vegas Convention Center, Google has set up a huge location to promote GoogleAssistant, and at Amazon last year CES Alexa steal the show.

Mao Hua, general manager of Tencent's cloud cloud speech seems: 'In the past Amazon, Google, Apple's products and provide services do not conflict, but in the past year or two, Amazon, Google have increased the hardware layout in an attempt to cross-border grab Apple The business, which includes artificial intelligence, smart speakers, smart home, cellphone / tablet hardware, is already highly overlapping in these blocks, so this year CES is arguably the year Google and Apple want to fully encircling the Amazon.

The VR / AR industry, experiencing the cold capital crisis, has once again returned to investors' concerns. "VR experienced a period of ebb and precipitation for a period of time eliminated uncompetitive companies and allowed companies that truly delivered satisfactory products to stand out from the crowd. AlexRen also hopes to tap some of the underlying technology companies at CES to solve the core technical issues in VR's current experience.

CES in the eyes of American consumers

However, from a consumer perspective, they are more intuitive about CES expectations.

GIGadgets, a self-media focused consumer technology in Silicon Valley, is a community of users who decide what to talk about and how much to spend on. The GIGadgets founder, Huang Xiaqi, found that the most common users in the United States are concerned with future traffic innovations, including driverless technologies, The second is really large or micro-robots that really solve the problem, but the robots that mimic human or animal interactions and actions are generally echoing in the user's market. 'For consumers, being able to display mock scenarios will draw the attention of the consumer market.'

This phenomenon is also reflected in the field of VR / AR. Huang Xiaqi found that the investment in VR / AR is very hot, but consumer behavior in the community is not active. They think wearing a helmet is cumbersome and some AR products are also being put on the market this year. Consumer response in the United States in general. Consumers need to have their own perception of things will be supported, so investors and the observed time window is not the same. "Huang Xiaqi told First Financial.

For the total number of exhibitors in China accounted for one-third, Huang Xiaqi think this is in line with the 'consumer electronics' basic distribution chain.

There are many hardware entrepreneurs in the San Francisco Bay Area, focusing on more forward-looking areas, such as driverless, robotics, biomedical related hardware, among them many Chinese engineers.

Shenzhen's hardware industry chain unique in the world, the factory + program company + young brand companies + application layer technology integration, and ultimately most of the world's hardware are produced in the Pearl River Delta. In addition she found that Europe, China Taiwan, Japan also distribution Some like to innovate the team, develop some exquisite little things out, but not too concentrated.

'There will be more technological innovation at the bottom of the American companies, and Chinese companies will be more mature in their applications, and it is common to see how many companies in the same technology China will have almost the same applications for exhibiting, but this is not necessarily a bad thing but an industry in fact Different aspects of the chain. 'Huang Xiaqi further explained.

However, what we can see is that the AI ​​field this year is a hot spot in the world. There are unmanned drivers, smart speakers, chips and other devices. The core of this field is to bring the future interaction between people and things closer and closer The most natural human-to-human interaction model.

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