Hisense expands AI strategy into energy, chips, and automotive electronics

Hisense's strategic expansion signals a shift from traditional appliances to high-tech sectors, reflecting Chinese enterprises' new positioning in the smart era. Technologically, this move will accelerate R&D in AI chips and laser display technologies, fostering synergies across the value chain. However, amid escalating global tech competition, especially with the US tightening export controls on China, Hisense faces increased supply chain security risks and compliance costs. Competitors like TCL and Xiaomi are likely to ramp up investments in these emerging fields to maintain their edge. Over the next 24 months, growing consumer demand for smart home and automotive electronics, coupled with government support for green energy policies, is expected to drive significant growth momentum for Hisense.