CES2026前瞻：这次会跑出哪些消费级黑马？

土人观芯2025-12-31

下周就是每年的CES，是观察新一年度科技新品的最佳时机，很多大品牌的重磅新品会保持神秘，在展会开启首日才会发布，但综合 CES 2026 官方议程与展前爆料，今年“顶流”将集中在六大相互交叉的硬科技赛道，每条赛道都有明确的“量产级”爆点，而非往年概念Demo为主：1. 贯穿全场的“底层主线”——AI芯片与端侧大模型343项CES创新奖里AI类占比40%，高通、英特尔、AMD、英伟达集体发布新一代...

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NOA、舱驾一体、LiDAR平价化284家汽车科技展商，26家主推LiDAR；高通Snapdragon Cockpit Elite 舱驾融合平台将落地LG新车机，多家中国品牌把128 线半固态LiDAR压到499美元，2026被定义为“L3量产准入”落地首年 。5. 数字健康 2.0——无创连续监测＋AI辅助诊断381家健康相关展商，86次出现“可穿戴”，Abbott、Oura、Garmin 领衔“无创+连续”血糖/血压/睡眠监测；FDA刚给3款AI心电算法发510(k)，CES现场将同步演示“医院级精度”消费终端 。6. 智能家居与连接协议——Matter/Thread大规模互通+储能家电428 家展商覆盖全屋智能、IoT连接；松下将发布“谷电相变储能”AI冰箱，4h断电保冷，拿到美电网需求响应补贴，家电从“智能”升级到“能源节点”，连接芯片订单直接受益 。我重点关注的有几个热点赛道。1、显示（RGB-Mini LED）海信将携全新一代RGB-Mini LED技术和新品亮相CES。海信CES邀请函上的信息显示，海信将在美国当地时间1月5日举行新闻发布会，很可能会再次实现中国品牌在高端显示领域对日韩品牌的代际领先。届时，海信、三星、索尼、LG等全球显示巨头将齐聚展会，一场围绕RGB-Mini LED技术的全球大战即将上演。三星 50 µm 芯片、LG 柔性透明、索尼 1000 nits 亮度，三家都将在 CES 2026 摆出现场可商用的 65″ 整机，而非去年“玻璃箱” demo。海信、TCL 则把 RGB-Mini LED 拉到 115″ 8K，售价压进 3500 美元区间，直接对标 OLED 旗舰。若现场对比画质胜出，RGB 技术将一夜转正，成为 2026 高端电视最大黑马赛道。2、清洁（扫地机）明年的CES上扫地机绝对会白热化，因为每家都会推出你从来没见过的产品。比如石头将推出会爬楼梯的扫地机，追觅将推出四足扫地机，这还不算新奇的，据说MOVA将推出会飞的扫地机。3、AI 玩具＋情感陪护今年CES出来的很多概念将继续深化，衍生出各种新奇的产品。比如希瑞的毛绒伴侣、TommyK的AI 宠物蛋、ThingX的情绪监测吊坠、松下的AI家用交互型机器人NICOBO、Vbot超能机器狗大头BoBo，三星也会推出其家庭陪伴机器人Ballie。4、影像和佩戴式硬件影石 Insta360 的兄弟公司“影石零镜”将发布胸夹式 AI 相机 ZeroShot，砍掉屏幕与镜片，只靠端侧 4 nm ASIC 做 30 帧实时“视觉摘要”。hohem浩瀚首创的AI跟拍稳定器。FARSEER首款产品RocX AI远景相机，通过AI 赋能摄影，自动追踪 + 自动拍摄等功能，在AI影像中以便携长焦驾驭运动拍摄、动物拍摄、风光与人像摄影等各类场景需求。Rokid的AI+AR智能眼镜，主打全天候佩戴和多功能交互。其他参展的智能眼镜公司还包括影目科技、致敬未知、雷鸟创新的新品。所有的消费电子产品，背后都是半导体芯片厂商的强力支撑，国产芯片领域自然会受到一定程度的刺激。上届CES爆火的ESP32+OpenAI方案带火了智能玩具，这次依然可以重点关注。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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