CICC: End-side AI landing on multiple terminals and gradually sinking will lead the growth of the consumer electronics industry.

According to a research report from China International Capital Corporation, uncertainty in tariffs has led to a decrease in the valuation of the electronics sector, with the overall valuation of consumer electronics experiencing a significant decline and reaching a historically low level. Looking ahead to the second half of 2025, the report suggests that the landing and gradual penetration of AI on multiple terminals on the user end will lead to incremental upgrades in certain areas, driving growth in the consumer electronics industry. The report recommends paying attention to three major investment opportunities: upgrading and accelerating penetration of AI in smartphones, innovative new forms of wearable AI terminals, and the restart and upgrade of the optical industry.