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大摩预测了25家人形机器人公司将主导行业,没有宇树、智元
具身智能之心· 2025-12-12 07:59
Core Insights - Morgan Stanley predicts that 25 humanoid robot companies will dominate the industry, with 7 Chinese companies listed [2][3] - The Chinese companies include Baidu, Alibaba, Horizon Robotics, Junsheng Electronics, iFlytek, Desay SV, and Hesai Technology, focusing on various sectors such as AI, automotive, and electronic manufacturing [3][4] - The report emphasizes the importance of component and module suppliers over traditional humanoid robot manufacturers, highlighting the critical role of companies providing AI chips, visual sensors, precision actuators, and power management chips [3][4] Company and Industry Summary - The 7 Chinese companies identified are significant players in their respective fields, with a focus on AI, automotive intelligence, language recognition, and electronic manufacturing [3] - The absence of companies like Yushun and Zhiyuan in the report raised questions about its professionalism, but Morgan Stanley justified this by focusing on the foundational components essential for the humanoid robot industry [4] - The Chinese market has seen the emergence of nearly 150 humanoid robot startups, indicating a growing interest and investment in this sector, regardless of potential market bubbles [4]
MLB The Show 26 Quietly Teases Sweeping Upgrades Across Multiple Modes
Forbes· 2025-12-11 07:54
Core Insights - MLB The Show 26 is set to feature significant upgrades across gameplay, franchise mode, and Road to the Show, with more detailed information expected after the new year [3][4] Gameplay Enhancements - The game aims to enhance defensive efficiency and baseball IQ, making the on-field experience more authentic [6] - Fielders will have improved catching abilities and corner infielders will execute more efficient cutoff throws [7] - Catchers will receive a complete overhaul with new animations and a dedicated attribute for pop time, distinguishing elite catchers from average ones [7] - The Fielders Reaction rating will be divided into four directional attributes, utilizing real-life data metrics [8] - New features such as "Bear Down," "Big Zone Hitting," and "PCI Sensitivity" will be introduced, along with a new Plate Coverage Indicator Sensitivity Slider [8] Franchise Mode Revamp - Franchise mode will include a revamped front office experience with a new trade system and improved lineup logic [10] - Lineup logic will reflect modern baseball methodologies, prioritizing high on-base percentage players in leading positions and adjusting based on in-season performance [11] - Visual comparisons between the old and new lineup generation logic indicate noticeable improvements [12] Road to the Show Updates - The Road to the Show mode will expand to include 11 new colleges, such as the University of North Carolina at Chapel Hill and Oregon State University [13] - Players will have the opportunity to participate in the College World Series, enhancing the transition from high school to MLB [13] Fan Anticipation - Fans are particularly eager for information regarding new legends, franchise mode realignment, expansion teams, platoon lineups, and potential carryover rosters or saves [14]
'I was in big trouble': Udit Narayan recalls how two lines of 'Bole Chudiyaan' song almost cost him a flight
The Economic Times· 2025-12-11 07:49
Core Viewpoint - Veteran playback singer Udit Narayan shared a dramatic experience during the recording of the song "Bole Chudiyaan" from the film "Kabhi Khushi Kabhie Gham," highlighting the pressures of balancing artistic commitments with personal schedules [4][5]. Group 1: Incident Details - Udit Narayan faced a time crunch while recording, leading to a stressful situation where he almost missed a flight for a live show [4]. - The recording team insisted that Udit complete the final lines of the song, which led to a brief disagreement with composer Jatin Lalit [4][5]. - After initially heading to the airport, Udit received a call from the recording team urging him to return to finish the remaining lines, which he did before making it back to the airport in time for his flight [5]. Group 2: Career Achievements - Udit Narayan has recorded songs in multiple languages, including Telugu, Kannada, Tamil, Bengali, and others, showcasing his versatility as a playback singer [2][5]. - He has received four National Film Awards, including three for Best Male Playback Singer for notable songs from films like "Lagaan" and "Dil Chahta Hai" [5]. - Udit was honored with the Padma Shri in 2009 and the Padma Bhushan in 2016 for his contributions to arts and culture [5].
SonyLIV leans into Tamil, Telugu and Malayalam as OTT competition intensifies
The Economic Times· 2025-12-11 07:02
Core Insights - Sony LIV is applying its core content philosophy from Hindi-speaking markets to a more competitive environment in the South [1] - The company is preparing to launch 11 original shows as part of its broader content strategy [1]
三星/索尼/惠科备战CES 2026,RGB LED技术成新看点?
WitsView睿智显示· 2025-12-11 04:48
Core Viewpoint - The article highlights the upcoming CES 2026 as a pivotal moment for RGB LED backlight technology, with major companies like Samsung, Sony, and Huike launching new products aimed at mainstream markets, thereby expanding the application of this technology beyond traditional high-end models [4][15]. Group 1: Product Launches and Specifications - Samsung plans to showcase its Micro RGB TV series at CES 2026, targeting mainstream price points with sizes including 65, 75, 85, and 98 inches, while maintaining a price control strategy similar to its Neo QLED series [5][13]. - Huike will debut the world's first RGB Mini LED display at CES 2026, emphasizing color performance as a key selling point, although specific specifications have not yet been disclosed [5][9]. - Sony is set to release the new Bravia 7 II and Bravia 9 II Mini LED TV series in early 2026, with the Bravia 9 II series featuring True RGB technology and sizes ranging from 75 to 98 inches [8][9]. Group 2: Competitive Landscape - The competition in the RGB LED TV market is intensifying, with companies like TCL and Hisense also launching their products, including the Q10M Ultra and various models in the U series, which will cover sizes from 55 to 100 inches [9][10]. - The article notes that the RGB Mini LED TV sizes have been reduced to 65 and 75 inches, which is expected to enhance sales in the consumer market [10][13]. Group 3: Pricing Trends - During promotional events, the prices of 65-inch RGB Mini LED TVs were observed to be lower than those of 65-inch OLED TVs, indicating a competitive pricing advantage for RGB Mini LED technology [13][15]. - The pricing strategy aims to make RGB Mini LED TVs more accessible, with 75-inch models priced lower than 77-inch OLEDs, and 85-inch models priced lower than 83-inch OLEDs [13][15]. Group 4: Future Outlook - CES 2026 is anticipated to be a turning point for RGB LED backlight technology, with major brands pushing for technological advancements and broader market penetration through mainstream product offerings [15]. - The introduction of Huike's RGB Mini LED display is expected to expand the technology's application from living rooms to desktop environments, enriching the ecosystem [15].
“日本科技项目”CES组团拉客,日本科技企业还能打吗?
3 6 Ke· 2025-12-10 00:13
Core Insights - CES 2026 will take place from January 6 to 9, 2026, in Las Vegas, serving as a significant platform for global technology brands, particularly from China and Japan [1][14] - The "Japan Tech Project" aims to support Japanese companies with new technologies and products to showcase at CES and other global tech exhibitions [1][16] - Japanese companies are expected to present innovations in various fields, including AI, robotics, and eco-friendly materials, at CES 2026 [1][3] Japanese Companies' Innovations - Sony is set to showcase its first LCD TV using "True RGB" LED backlight technology, which claims to avoid common OLED issues while achieving high brightness levels [3][5] - In addition to TVs, Sony may introduce a new 240Hz refresh rate PlayStation monitor, aiming to maintain its position in the high-end hardware market [5] - Panasonic will focus on "carbon neutrality" and "circular economy" themes, showcasing smart appliances like refrigerators that monitor food freshness [6][9] Automotive Developments - Sony Honda Mobility will present the AFEELA 1 electric vehicle at CES 2026, highlighting the collaboration between entertainment and automotive technology [10][12] Professional Imaging and Robotics - Japanese firms continue to dominate the professional imaging sector, with Sony and Nikon expected to unveil new technologies for filmmakers and smart vehicles [12] - The "Japan Tech Project" also aims to support startups in showcasing innovative hardware, including robotics, at CES 2026 [13][17] Competitive Landscape - Chinese companies have significantly increased their presence at CES, with over 1,475 exhibitors in 2025, and are expected to surpass pre-pandemic levels in 2026 [14][16] - Despite the strong showing from China and the U.S., Japan and other countries are striving to establish a more prominent presence in the global tech landscape [16][17]
TV broadcasters on a sticky wicket: Global cricket economy heads towards major correction on weaker profits, smaller budgets
The Economic Times· 2025-12-10 00:00
Core Insights - The broadcasting industry is facing a significant correction due to shrinking advertising budgets, weaker TV profitability, and ongoing streaming losses, leading to a reassessment of payment capabilities [1][14] - Industry consolidation, particularly the merger of Star India and Viacom18 into JioStar, has reduced competition for major cricket properties, impacting rights pricing [1][12] Broadcasting and Rights Pricing - The previous model where broadcasters absorbed losses while rights owners profited is no longer sustainable, contrasting sharply with the $10 billion committed to cricket in the 2022-23 cycle [2][14] - Rights prices are expected to correct due to consolidation and regulatory changes, with predictions of a 40-50% drop in ICC and BCCI rights and up to a 20% correction in IPL rights [6][15] ICC and Financial Implications - The ICC is in a precarious position, struggling to secure firm bids for its 2026-29 cycle, with no interest shown for its $2.4 billion valuation [8][15] - A decline in India rights income would significantly impact ICC member boards, particularly the BCCI, which contributes nearly 80% of ICC revenue [10][11] Market Dynamics and Future Outlook - The merger of Star India and Viacom18 has led to a substantial reduction in competitive intensity, with both companies previously spending nearly $10 billion on cricket rights [12][15] - Global streaming platforms like Netflix and Amazon Prime Video remain cautious due to misalignment with the advertising economics of live sports, limiting their interest in large cricket packages [13][15]
Hendrix classic albums under spotlight in UK rights battle with Sony
Reuters· 2025-12-09 14:11
Jimi Hendrix's classic 1960s albums are the focus of a London lawsuit over performers' rights asserted on behalf of his British bassist and drummer against Sony Music Entertainment , which warns that ... ...
Bigg Boss OTT actor Zeeshan Khan survives late-night car accident in Mumbai, escapes without injuries
MINT· 2025-12-09 11:06
TV actor Zeeshan Khan, well-known for shows like Kumkum Bhagya and Bigg Boss OTT, was involved in a car accident on Mumbai's Yari Road. The incident occurred when Zeeshan was returning home from the gym around 10:30 PM on December 8.Zeeshan Khan survives a car accident in MumbaiZeeshan Khan’s vehicle collided with a car from the opposite direction. An elderly couple was seated in the other vehicle. Luckily, the mishap did not result in any injuries. Although the police are looking into the matter, they have ...
Ad fatigue crisis hits Indian streaming services: Repetitive, low-cost ads drive viewers away
MINT· 2025-12-09 09:08
Core Insights - The increasing reliance on advertising by video-streaming services in India is leading to viewer fatigue due to repetitive and unskippable ads, negatively impacting the viewing experience [1][5][6] Advertising Challenges - Poor ad experiences must be urgently addressed for advertising to effectively capture viewer attention [2] - The cost per mille (CPM) model used by OTT platforms results in low ad rates in India, as advertisers perceive a limited audience [3][4] - Ad rates for OTT platforms in India are over 90% lower than in North America, leading to a lack of diverse advertisers and repetitive ad exposure for viewers [5] Viewer Experience - Lengthy and repetitive ads, often lasting two to three minutes, contribute to a frustrating viewing experience, with limited options for viewers to opt out [6] - The fragmented OTT landscape complicates ad policies, with many platforms using advertising-based video-on-demand (AVoD) models that lack transparency [7] Revenue and Business Models - To improve ad experiences, CPM rates need to rise to attract more advertisers, or platforms may need to adopt direct selling models similar to traditional television [8] - Companies with both TV and OTT services often bundle deals, limiting direct ad sales for OTT alone [8] Consumer Trust Issues - Many viewers feel misled by subscription tiers that do not clearly differentiate between ad-free and limited-ad plans, leading to frustrations and potential subscription cancellations [12] - Platforms are losing user trust due to hidden fees, difficult cancellation processes, and streaming glitches, prompting users to seek alternatives [12] Recommendations for Improvement - Platforms should prioritize viewer experience by implementing smarter ad tools that ensure ads are short, skippable, and relevant, while also clarifying subscription policies [13] - Offering genuinely ad-free premium tiers and setting fair limits on ad loads can help rebuild subscriber confidence and enhance the overall viewing experience [13]