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中文(ZH) 36氪研究院 | 2026年中国智能硬件行业发展研究报告

China's smart hardware industry pivots to AI-native development

A new report from 36Kr Research indicates that China's smart hardware industry is entering a critical phase of AI integration. The research highlights that 80.8% of Chinese consumers have used AI-related hardware, with a significant portion planning further purchases. Advancements in edge AI chips and lightweight large models are reducing reliance on cloud computing, enhancing local processing capabilities. However, the industry faces challenges such as fragmented competition, supply chain cost pressures, and evolving data security regulations, necessitating a shift from traditional growth strategies to AI-native approaches. AI

IMPACT This report signals a major shift in hardware development towards on-device AI, potentially impacting the demand for cloud infrastructure and driving innovation in edge computing solutions.

RANK_REASON Industry research report analyzing trends and challenges in the AI hardware sector. [lever_c_demoted from research: ic=1 ai=0.7]

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China's smart hardware industry pivots to AI-native development

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    36Kr Research Institute | 2026 China Smart Hardware Industry Development Research Report

    <p>当前,AI技术正加速向实体经济各领域渗透深化,智能硬件作为AI能力落地实体场景的核心载体,已进入产品能力升级与产业价值提升的关键发展阶段。腾讯研究院2026年3月的调研数据显示,国内已有80.8%的消费者购买或使用过至少一类AI相关硬件产品,其中32.0%的用户表示将在未来三个月增加相关消费支出,消费端市场需求具备稳步向上的支撑基础。与此同时,端侧AI芯片、轻量化大模型、多传感融合等底层技术不断取得突破,推动智能硬件逐步降低对云端算力的依赖,本地自主感知、分析决策与功能迭代的能力持续增强,产业端的数字化赋能效果也得到了较为明显的改善与提升。然而,行…