○ Key Message of CES 2026: "AI Has Entered the Physical World"

• 2026 is the Year One of the "Intelligent Transformation," where artificial intelligence moves out of the laboratory to establish itself as the operating system of the real economy.

• Global enterprises are focusing on the tangible monetization and physical deployment of AI technologies, building convergent ecosystems that blur traditional industry boundaries.

○ CTA (Consumer Technology Association), the host of CES 2026, identified three mega-trends shaping this year’s event: ▶ Intelligent Transformation ▶ Longevity ▶ Engineering Tomorrow

• ① Intelligent Transformation: AI evolves into Agentic AI—which plans and executes autonomously—and Physical AI, which acts directly within the real world.

• ② Longevity: Technology tangibly extends healthy lifespans through preventive healthcare and hyper-personalized health solutions.

• ③ Engineering Tomorrow: Convergence of AI, robotics, and energy technologies to address humanity’s grand challenges.

○ Across industries, AI is transitioning from "generation" to "action," robots are evolving from simple tools to "labor infrastructure," and mobility is being redefined from a mode of transportation to an "intelligent space."

• AI/Computing: Shift from training to inference-centric paradigms, with widespread adoption of On-Device AI.

• Robotics: Accelerated real-world deployment via Sim-to-Real technology; commercialization of humanoid robots takes full effect.

• Mobility: Evolution from mere vehicles into AI platforms; expansion of OTA (Over-The-Air) subscription revenue models.

• Smart Manufacturing/Energy: Simultaneous deployment of Software-Defined Factories (altering factory processes and production methods solely via software updates) and carbon-free energy infrastructure powered by SMRs and hydrogen.

• Digital Health: Paradigm shift from post-diagnosis treatment to preventive care systems.

○ 2026 marks the year AI proves itself beyond a "novel technology" into a "profitable business," driving a transition in value creation toward software-driven business models as industry boundaries blur.

• Business models must be redesigned to align with the evolution: Generative AI → Agentic AI → Physical AI.

• Urgent need to reassess workforce strategies as robotics upgrades from simple automation tools to general-purpose labor platforms.

• Simultaneous achievement of operational efficiency and sustainability by integrating distributed computing with carbon-free energy solutions.

• Unlocking new business opportunities through cross-industry convergence among health-tech, robotics, autonomous driving, and energy sectors.