Core Insights - The launch of the "Extreme Intelligence G-X100" MR chip marks a significant advancement in China's space computing industry, utilizing a 5nm process and achieving an end-to-end latency as low as 9ms [1] - The "Extreme Domain" solution represents a comprehensive stack that integrates chips, device platforms, spatial engines, SDK toolchains, and ecosystem layers, facilitating rapid productization and mass production for partners [1][4] Industry Challenges - Space computing is evolving from basic functionality to enhanced usability, with a growing need for specialized chips to address challenges in power consumption, system integration efficiency, and long-term stability [3][4] - The current reliance on general-purpose chips is insufficient as the industry demands more robust solutions for multi-sensor processing and real-time 3D environment understanding [3] Technological Development - The company has developed three proprietary space computing chips: Extreme Intelligence G-X100 for MR computing, Extreme Eye G-VX100 for AI/AR processing, and Extreme Face G-EB100 for 3D rendering, focusing on different core scenarios [4][6] - The "Extreme Domain" solution aims to create a stable, reusable, and sustainable capability base for future space computing applications, combining chip and platform capabilities [6] Market Trends - The rise of AI glasses is seen as a key driver for space computing's mainstream adoption, with a focus on achieving a balance in weight, clarity, and responsiveness [7][9] - The demand for AI glasses is particularly high in the Asia-Pacific region, where the prevalence of myopia makes traditional glasses a familiar product for consumers [7] Strategic Vision - The company emphasizes an open architecture for its software system, allowing hardware manufacturers to customize applications based on their strengths, contrasting with closed ecosystems [6] - The company aims to act as a "paving stone" for the industry, fostering collaboration with partners to facilitate the practical application of space computing technologies in various real-world scenarios [9]
直击空间计算产业关键挑战,万有引力以专用芯片和全栈方案推动产业升级
Huan Qiu Wang·2025-11-30 11:47