36氪研究院发布《2026年中国智能硬件行业发展研究报告》，揭示了中国智能硬件产业的最新发展态势。[1]报告指出，中国智能硬件已进入AI原生发展初期，行业核心竞争力正从硬件参数指标逐步转向端侧AI体验。[1]根据腾讯研究院2026年3月调研数据，80.8%的国内消费者已购买或使用过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。[1]
产业链上中下游正围绕本地自主智能能力进行协同升级，整个行业正从场景互联向AI原生智能阶段过渡。[1]在新的发展阶段，智能机器人成为跨越B端和C端的增长新物种，人形机器人迈入放量前夕，而出海业务成为产业的新增长引擎。[1]
36Kr Research Institute has published the "2026 China Smart Hardware Industry Development Report," identifying that China's smart hardware sector has entered an early stage of AI-native development, with core competitive advantages shifting from hardware specifications to on-device AI experiences [1]. According to research data from March 2026, the report reveals that 80.8% of domestic consumers have already purchased or used AI-related hardware products [1], with 32.0% of users indicating they plan to increase spending on such products over the next three months [1].
The research indicates that industry stakeholders across the supply chain—from upstream to downstream—are coordinating upgrades focused on localized autonomous intelligence capabilities [1]. Smart robots have emerged as a significant growth engine spanning both business-to-business and business-to-consumer segments, with humanoid robots approaching a phase of mass production [1]. This transition marks a broader shift in the sector from scenario-based interconnection toward AI-native intelligence architecture [1].
