Sha ghai, Chi a, Nov. 06, 2026 (GLOBE NEWSWIRE) — O Novembe 4, the GTC 2026 Global T affic Co fe e ce, o ga ized by Beluga Global, was held i Sha ghai. I his ope i g ema ks, Beluga Global Fou de a d CEO Wei Fa gda outli ed GTC’s visio of becomi g a global t ade platfo m fo Chi a’s competitive i dust ies, b i gi g togethe esou ces ac oss the e ti e i dust y value chai . Du i g the ope i g pa el discussio , Zhou Xuechu , Head of 41Caiji g’s Zhejia g Divisio , joi ed Zha g Yizhe , Co-fou de of XbotGO, a d Ho g Ye, VP of Ma keti g at Moo ix AI Glasses, to discuss ove seas use cases, busi ess models, a d competitive adva tages fo Chi ese AI ha dwa e b a ds.
As a busi ess media outlet closely followi g AI applicatio s a d the global expa sio of ha dwa e compa ies, 41Caiji g sha ed i sights i to ove seas ma ket oppo tu ities, busi ess model challe ges, a d b a d t ust f om a i dust y obse ve ’s pe spective.
Ma ket Oppo tu ities: Focus o P ove but U de se ved Needs
Du i g the pa el, Zhou cited a well-k ow obotic law mowe b a d as a example. With high labo costs a d the i co ve ie ce of t aditio al law ca e equipme t i Eu ope a d No th Ame ica, the b a d add essed a specific household eed th ough AI-powe ed mappi g a d obstacle avoida ce.
He emphasized that Chi ese compa ies e te i g ove seas ma kets should p io itize p ove but u de se ved iche dema ds athe tha pu sui g b oad catego y expa sio . His pe spective echoed fellow pa elists’ discussio s o the impo ta ce of mai tai i g a clea ma ket focus.
Busi ess Models: Delive Clea Value Th ough Ha dwa e a d Softwa e
Discussi g the commo AI ha dwa e model of o e-time device pu chases combi ed with p emium subsc iptio s, Zhou oted that ha dwa e sales a e becomi g i c easi gly challe gi g. While ecu i g eve ue ca help compa ies sustai ope atio s, softwa e p ici g must emai easo able.
Cha gi g ext a fo basic localized featu es could f ust ate use s. Rega dless of the p ici g model, compa ies should clea ly commu icate the value of both ha dwa e a d softwa e athe tha blu the disti ctio a d u de mi e custome t ust.
Competitive Adva tages: Supply Chai s P ovide a Fou datio , but B a d St e gth Requi es Mo e
Whe asked whethe Chi a’s supply chai ep ese ts a u ique competitive adva tage, Zhou poi ted out that its st e gths be efit the e ti e i dust y but also c eate challe ges. Competito s may be able to disassemble a d eplicate p oducts at lowe costs withi a week.
He a gued that lasti g competitive adva tages fo Chi ese b a ds come f om localized se vices, p oducts desig ed a ou d specific use cases, a d effective b a d sto ytelli g. Supply chai st e gth is the sta ti g poi t, ot the ultimate diffe e tiato .
B a d T ust: AI-E a Ma keti g Shifts Back to P oduct Value
Du i g the discussio , Zhou cited data suggesti g that t aditio al sea ch click-th ough ates have decli ed by app oximately 60%, as t affic i c easi gly shifts f om website visits towa d AI-ge e ated ecomme datio s. He suggested that compa ies begi mo ito i g how f eque tly AI systems ecomme d thei b a ds, a met ic associated with AI Optimizatio (AIO).
He also obse ved that co sume AI applicatio s, i cludi g chatbots, AI b owse s, a d pe so al AI age ts, a e cha gi g how people i te act with digital se vices. As a esult, b a d ma keti g is shifti g f om competi g fo sea ch visibility towa d ea i g accu ate AI ecomme datio s a d co sume t ust.
As p ice competitive ess becomes less of a diffe e tiato , p oduct quality a d authe tic custome eviews a e becomi g i c easi gly impo ta t i att acti g co sume atte tio a d buildi g t ust.
As a obse ve of the AI Ha dwa e Zo e at GTC 2026, 41Caiji g believes the ext phase of global expa sio fo Chi ese AI ha dwa e b a ds will move beyo d the t aditio al a ative of supply chai adva tages a d agg essive p ici g. I stead, success will i c easi gly depe d o clea ly defi ed use cases, p oduct capabilities, a d b a d value.
41Caiji g will co ti ue t acki g developme ts i AI applicatio s a d ha dwa e expa sio , p ovidi g p actical i sights a d i dust y pe spectives fo Chi ese compa ies e te i g i te atio al ma kets.
CONTACT: oya lee
oya@41caiji g.com
