CCTV reports: AI-powered smart hardware is expanding overseas at a faster pace, with orders for some best-selling products booked through next year

According to a report by CCTV News on October 28, 2026, cross-border e-commerce entered its traditional peak season in the fourth quarter, with consumer electronics and AI-powered smart hardware becoming the fastest-growing categories in this year’s overseas expansion. Products such as AI glasses and AI companion robots are gaining traction rapidly in overseas markets, and orders for some companies’ bestsellers are already booked through next year.

Against the backdrop of steady overall growth in cross-border e-commerce, this shift signals a change in product mix: hardware equipped with AI technology is becoming an important part of overseas growth. For the companies concerned, what merits attention is not only the increase in orders, but also whether this new demand can be consistently converted into product competitiveness.

Order Backlogs Extend, Potentially Putting Delivery Under Pressure First

With some bestselling products booked through next year, the companies concerned need to schedule deliveries across calendar years. If orders continue to increase, materials planning, production scheduling, and delivery coordination may be the first areas to face greater demands. Whether order growth translates into tangible business results also depends on smooth fulfillment.

However, the length of order backlogs is influenced by both demand and supply capacity, so it alone cannot be used to infer supply and demand conditions across the entire category. The report reflects the performance of certain companies and products and should not be taken to mean that all AI hardware exporters are growing at the same pace.

After Peak-Season Growth, Sustained Demand Remains Key to Watch

This growth is taking place during the traditional fourth-quarter peak season, so short-term order performance should be assessed separately from long-term demand. The rapid uptake of AI glasses and AI companion robots indicates that these products are gaining demand in overseas markets. Whether this can translate into sustained growth will depend on order trends after the peak season and on whether growth expands from a handful of bestsellers to a wider range of products.

Updates from the companies concerned on delivery progress and order trends, along with continued coverage of these categories by authoritative media, will help assess whether this growth can continue. The more evidence-based assessment at present is that AI technology is driving changes in the product mix for overseas markets. The extent to which these changes can create a stable competitive advantage remains to be seen in light of subsequent market performance.