Galaxy Securities pointed out that in 2025, the global consumer electronics market is moving forward in the “structural differentiation” of the slowdown in the growth of traditional categories and the rise of new momentum represented by AI. New forms of devices such as AI phones, AI PCs, and AI glasses will be implemented at an accelerated pace, and industry competition will shift from a single product competition to an ecological structure centered on full-scenario experience. In the short to medium term, the industry may continue the situation where opportunities and challenges coexist. AI innovation continues to deepen, and the acceleration of new end-side AI product launches brings more certainty and industry opportunities to enterprises, but the rise in costs caused by memory chips will also bring significant challenges.

Galaxy Securities pointed out that in 2025, the global consumer electronics market is moving forward in the “structural differentiation” of the slowdown in the growth of traditional categories and the rise of new momentum represented by AI. New forms of devices such as AI phones, AI PCs, and AI glasses will be implemented at an accelerated pace, and industry competition will shift from a single product competition to an ecological structure centered on full-scenario experience. In the short to medium term, the industry may continue the situation where opportunities and challenges coexist. AI innovation continues to deepen, and the acceleration of new end-side AI product launches brings more certainty and industry opportunities to enterprises, but the rise in costs caused by memory chips will also bring significant challenges.