The sinking of AI terminals creates new opportunities, and LED companies gather together to layout t

As artificial intelligence (AI) technology accelerates from large cloud models to terminal devices, embodied intelligence has become a focus track in the technology industry. At the recently held CES exhibition, embodied intelligent robots were listed as a key display category. Their application scenarios cover a wide range of fields such as consumer services, industrial production, and accompanying care, showing huge market potential. Driven by this industry trend, LED industry chain companies have also deployed across borders, opening up the road to exploration in the field of specific intelligence.

At the beginning of 2026, Zhouming Technology and Xinyichang, two representative companies in the LED industry, have successively announced specific intelligence-related layout measures, officially kicking off the prelude for LED companies to enter this emerging field, and also highlighting the industry's leaders 'keen capture of cutting-edge technological trends and strategic foresight.

Zhouming Technology's layout adopts an investment + joint venture two-wheel drive model to fully enter the tailor-made smart track. On January 7, Zhouming Technology issued an announcement revealing that Zhouming Hong Kong, a wholly-owned subsidiary of the company, participated in the subscription of Beijing Zhipu Huazhang Technology Co., Ltd.(referred to as Zhipu)'s initial public offering on the Stock Exchange of Hong Kong as an anchor investor. According to the announcement, Zhou Ming Hong Kong was finally allocated 66,900 shares of Intelligent Spectrum, with a subscription amount of approximately HK$7.7738 million (equivalent to approximately RMB 7.22 million).

Public information shows that Zhipu is a leading general AI large model enterprise in China, with deep accumulation in the field of large model technology research and development, especially in the field of AI Agent, its technical reserves and product development are at the leading level in China. Zhouming Technology said that the core goal of this strategic investment is to integrate the core technological advantages of both parties and related parties, collaborate to build an integrated solution of algorithm models + hardware terminals + perceptual interactions, and jointly promote the application of agents in education, conferences, cultural tourism, etc. Display and implementation of multiple scenarios to achieve the deep integration of display technology and AI intelligence.

It is worth noting that Zhouming Technology's AI layout is not limited to the field of physical robots, but further extends to the virtual interactive space within the screen. Enterprise check data shows that Screen Intelligence (Shenzhen) Co., Ltd., jointly owned by Zhouming Technology and Morfa Technology, was recently officially established. The company's business scope covers core areas such as animation game development and artificial intelligence-related software development. This layout is expected to create a new form of intelligent interaction in virtual scenes and expand the application boundaries of specific intelligence.

Different from Zhouming Technology's diversified layout, Xinyichang's specific intelligent exploration focuses on core industrial and manufacturing scenarios. On January 6, Xinyichang and Tangyuan Electric jointly held the launch ceremony of the strategic cooperation on embodied intelligent robots and the listing ceremony of the joint research institute, marking the official launch of the in-depth cooperation between the two parties in the field of embodied intelligence. According to the cooperation plan, the two parties will rely on the Joint Research Institute to carry out technology research and development and achievement transformation, focusing on promoting the implementation and application of embodied intelligent robots in professional scenarios such as rail transit and industrial manufacturing.

At present, the Joint Research Institute has been officially listed, and a team of experts from Southwest JiAOTOng University in the field of artificial intelligence will participate in technical guidance to provide solid academic and technical support for cooperation. In the future, the two sides will carry out collaborative work around the three core links of technology pre-research, engineering development and industrialization promotion, and are committed to overcoming the technical difficulties of specific intelligence in the application of professional scenarios and providing reliable technology for the actual implementation of specific intelligence technology. Technical solutions help related industries achieve intelligent upgrades.