如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自enanyang ，谢谢 。 作 为 全 球 领 先 的 高 品 质 半 导 体 封 装 载 板 和 印 制 电 路 板 制 造 商 ， 奥 特 斯 （ AT&S Austria Technologie & Systemtechnik AG ） 荣 耀 宣 布 ， 位 于 马 来 西 亚 居 林 高 科 技 园 区 (Kulim Hi-Tech Park）新工厂正式投产，并已具备全面量产能力。 为积极响应马来西亚国家半导体战略，奥特斯聚焦新客户、新科技和研发项目将助力马来西亚的经 济增长。位于马来西亚首都吉隆坡以北约350公里的居林工厂，以创纪录的速度完成建设。 Ingolf Schröder表示："我们已经为马来西亚的科技产业链做出诸多贡献。高端制造业需要大量投 资，我们很欣慰能够与本地机构建立起稳健可靠的合作关系。我们将携手共创微电子的未来。" 截至目前，奥特斯对整个居林厂区的工厂与行政大楼累计投资约50亿令吉（10亿欧元）。在 1号 厂房，奥特斯为知名半导体公司AMD生产最先进的半导体封装载板。厂房总建筑面积约为25万 5000平方米，配备约500 ...

在无数科幻电影中，增强现实（AR）通过在人们的眼前叠加动画、文字、图形等可视化信息，让人获得适时的、超越自身感知能力的信息。无论是手术医 生带着 AR 眼镜进行操作，还是智能工厂流水线前的例行检查、或是面对书本时 AR 快速查找翻阅的超能力，是这一切只为一个最终目的——通过适时的信 息辅助我们。 直到今日，大部分 AR 辅助依然停留在需要人工远程接入辅助的层面，与我们期待的智能的、理解性的、可拓展的 AR 辅助相差甚远。这也导致 AR 在重要 产业和生活应用中的普及受到限制。如何能让 AR 在生活中真正做到理解用户、理解环境、并适时的辅助依然面临巨大挑战。 Satori 系统自动识别用户称重 11 g 咖啡的展示 这一切随着 Satori 系统的诞生即将成为过去。来自纽约大学数据与可视化实验室（NYU VIDA）联合 Adobe 的研究人员融合多模态大语言模型（MLLM） 与认知理论 BDI（Belief-desire-intention theory） 让 AI 首次真正意义的去理解使用者的行为、目标以及环境状态 ，最终达到根据不同场景自动适配指 示内容，指示步骤，与判断辅助时机。让 AR 辅助接入智慧核心 ...

Core Insights - The report by Dongwu Securities highlights the potential of silicon carbide (SiC) materials as ideal substrates for AR glasses due to their high refractive index and thermal conductivity [1][3] - AR glasses are positioned as a perfect carrier for AI applications, merging virtual and real-world information seamlessly [2] Industry Overview - The global shipment of AR glasses is projected to reach 553,000 units in 2024, representing a year-on-year increase of 7.8%, with China accounting for 286,000 units [2] - The optical display system, comprising optical combiners and micro-displays, is the core component of AR glasses, constituting over 40% of the total cost [2] Technology Trends - Surface relief grating (SRG) waveguide technology is identified as the future mainstream trend for AR glasses' optical display systems, offering controllable manufacturing costs and excellent optical performance [2] - SiC materials combined with SRG waveguides and etching processes are crucial for significant advancements in AR glasses, enhancing field of view (FOV) and addressing issues like color dispersion and light loss [3] Cost Reduction Strategies - The need for semi-insulating SiC substrates in large sizes is emphasized as a key factor for cost reduction, with breakthroughs in 12-inch substrate mass production being essential for making AR glasses more accessible to the consumer market [4] - It is estimated that if AR glasses reach a shipment volume of 100 million units, approximately 10 million 12-inch SiC substrates will be required [4] Investment Recommendations - The report recommends focusing on companies such as Jing Sheng Mechanical and Tian Yue Advanced as key investment opportunities in the AR glasses sector [5]

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 投资建议 7 东吴证券 2 公众号·材料汇 ● AR服镜是AI应用的完美载体,可以结合虚拟和现实。AR眼镜(增强现实限镜)是一种将虚拟信息叠加到现实 世界中的智能穿戴设备，核心在于虚拟信息与现实世界的完美融合。2024年全球AR眼镜出货量达到55.3万副, 同比+7.8%，其中中国2024年出货28.6万副。光学显示系统为AR眼镜的核心。光学显示系统由尤学组合器和微 显示屏组成。光学显示系统是整个AR眼镜的核心部件,也是价值量最大的部件,约占整个AR眼镜成本的40%t。 ● 表面浮雕光栅波导方案是AR眼镜光学显示系统的未来主流趋势。表面浮雕光栅波导相对制造成本可控、工艺 成熟,光学性能优秀。尽管存在色散和彩虹纹问题,但可以将衬底更换为SiC采解决。结合技术水平和量产难 度,表面浮雕光栅波导是最现实也最有前景的量产方案。目前即将推出的主流AR眼镜均采用该方案。 ● 碳化硅材料具备高折射率、高热导性,成为AR眼镜镜片的理想来底材料。米底材料的折射率越高,AR镜片的 FOV就更大,单层SiC镜片即可实现80度以上FOV, ...

Investment Rating - The report recommends a focus on investment in companies such as Jing Sheng Mechanical & Electrical and Tian Yue Advanced [2]. Core Insights - AR glasses are seen as the perfect carrier for AI applications, combining virtual and real-world elements. The global shipment of AR glasses is expected to reach 553,000 units in 2024, a year-on-year increase of 7.8%, with China accounting for 286,000 units [2][11][17]. - The optical display system is the core component of AR glasses, comprising optical combiners and micro-displays, which account for over 40% of the total cost [2][26]. - The surface relief grating waveguide (SRG) is identified as the future mainstream trend for AR glasses' optical display systems, offering controllable manufacturing costs and excellent optical performance [2][57]. - Silicon carbide (SiC) materials are highlighted as ideal substrates for AR glasses due to their high refractive index and thermal conductivity, enabling a field of view (FOV) of over 80 degrees with a single-layer SiC lens [2][66]. - The need for semi-insulating SiC substrates is emphasized, with a focus on achieving mass production of 12-inch substrates to reduce costs significantly [2][63]. Summary by Sections Section 1: AR Glasses and Their Market - AR glasses are defined as smart wearable devices that overlay virtual information onto the real world, enhancing user experience [5][10]. - The market for AR glasses is expected to peak in 2024, with significant improvements in portability, functionality, and technology [17][18]. Section 2: Optical Waveguide Structures - The report discusses various optical waveguide structures, with SRG being the most suitable for mass production due to its manufacturing feasibility and optical performance [57][58]. - The advantages of SiC in optical waveguide applications include the ability to reduce color separation and improve thermal management, which is crucial for AR glasses' performance [70][71]. Section 3: Silicon Carbide Materials - SiC materials are noted for their high refractive index, which enhances the FOV and mitigates issues like rainbow patterns in optical waveguides [66][70]. - The report emphasizes the importance of achieving large-size SiC substrates to lower production costs and facilitate the entry of AR glasses into the consumer market [2][63].

近日，在加拿大温哥华举行的TED Humanity Reimagined大会(TED2025)上的一次演讲中，谷歌展示了一 款将微型显示屏与谷歌的Gemini AI助手结合在一起的AR眼镜。安卓XR负责人沙赫拉姆.伊扎迪展示了 这款眼镜，它看起来与普通眼镜相似，可以实时翻译、扫描书籍以及执行其他任务。伊扎迪说："这款 眼镜可以与你的手机配合使用，进行数据流传输，让眼镜非常轻便，而且可以访问你手机上的所有应用 程序。"除此之外，伊扎迪还展示了一款与Apple Vision Pro相似的VR设备。(科创板日报) ...

如何从一张普通的单幅图像准确估计物体的三维法线和材质属性，是计算机视觉与图形学领域长期关注的难题。 这种单图逆渲染任务存在严重的不确定性，传统方法通常需要多角度或多光源的拍摄条件，难以在日常场景中普遍应用。 近日，由香港中文大学、上海人工智能实验室及南洋理工大学的研究团队联合研发的论文《Neural LightRig: Unlocking Accurate Object Normal and Material Estimation with Multi-Light Diffusion》。 其成果已被计算机视觉顶级会议CVPR 2025正式接收。 Neural LightRig团队 投稿 量子位 | 公众号 QbitAI Neural LightRig创新性地提出利用图像扩散模型（如Stable Diffusion）的强大先验信息，生成虚拟的多光照图像，从而有效解决单图估计法 线和PBR材质过程中存在的不确定性问题。 研究团队首次提出通过微调预训练的图像扩散模型，生成不同光照条件下的一致性多光照图像序列，这种方法有效减少了单图估计过程中的内 在不确定性。 混合条件策略 ：通过通道级别的图像拼接与参考注意力机制的 ...

Core Viewpoint - Meta's Reality Labs is not a liability but rather a significant asset that enhances its attractiveness among the Magnificent Seven (Mag7) companies, supported by an appealing valuation, making it a buy opportunity [1][14]. Group 1: Financial Performance and Market Position - Meta's Family of Apps generates substantial cash flow, allowing investors to overlook the losses from Reality Labs, which has seen operating losses increase since its rebranding in 2021 [2][3]. - By the end of 2025, Meta's investment in Reality Labs is projected to approach $100 billion, with a focus on practical applications of AR, VR, and MR technologies [3][6]. - The revenue forecast for Meta shows a growth trajectory from $116.6 billion in 2022 to an estimated $164.5 billion in 2024, with adjusted free cash flow (FCF) margins expected to stabilize around 42% [9][10]. Group 2: Market Growth and Potential - The AR/VR/MR market is anticipated to reach a total value of $1 trillion by 2035, with applications across various sectors including gaming, healthcare, and social media [6][14]. - Meta's competitive position in the AR/VR/MR space is strong, with significant capital expenditures and a lack of successful competition from other major players like Apple and Google [6][12]. Group 3: Valuation and Future Projections - Conservative estimates suggest that Reality Labs could achieve a free cash flow margin of 25% with a market share of 20%, leading to a potential equity value of $541.09 per share based on discounted cash flow models [8][12]. - The optimistic scenario projects an equity value of $895.01 per share, indicating that Meta's current valuation does not fully reflect its potential in the AR/VR/MR market [13][14]. Group 4: Strategic Insights - Meta's integration of AI capabilities into its AR products is expected to enhance user experience and drive adoption, positioning the company favorably for future growth [3][4]. - The company is likely to see Reality Labs transition from a perceived burden to a valuable asset as it begins to deliver recognizable use cases and profitability [7][14].

星标 ★ IPO日报 精彩文章第一时间推送 全球光学元器件龙头、苹果华为核心供应商浙江水晶光电科技股份有限公司（ 002273.SZ， 下称"水晶光电"） ，近日抛出了一笔受争议的收购案 ——拟以自有及自筹资金3.235亿元收购广东埃科思科技有限公司（下称"广东埃科思"、"标的公司"）95.6%股权。 在这场增值率高达280%的关联交易背后，标的公司依旧处于持续亏损状态，这究竟是上市公司借助收购进一步完善产业布局，还是一场左手倒右手的"自 家人"交易？ 公司产品以外销为主，部分产品出口新加坡、越南、泰国、马来西亚、日本、欧美等海外市场，报告期内的外销占比约为 77.47%。 公司近年来营收快速增长。2021年至2023年及2024年前三季度，营业收入规模分别为38.09亿元、43.76亿元、50.76亿元和41.10亿元；同期，归母净利润分 别为4.42亿元、5.76亿元、6亿元和8.62亿元。 细分来看，公司业务主要涉及光学光电子行业、反光材料行业和其他业务，其中，光学光电子行业是公司主要的收入来源，2023年占公司营业收入比重为 92.49%。 光学产品最大的下游应用领域为智能手机、平板电脑等消费电子产品 ...

合作伙伴征集：2025全球手术机器人大会 报名：首届全球眼科大会 | 暂定议程 报名：首届全球心血管大会 | 奖项报名倒计时 报名：首届全球骨科大会 | 奖项报名倒计时 近日， 上海霖晏医疗科技有限公司 （以下简称"霖晏医疗"）宣布完成新一轮融资，投资方为专注于一级 市场医疗大健康产业量化评价投资的华医资本。 此次融资的具体金额尚未对外披露。 资金将主要用于加 速AR脊柱外科手术导航系统的商业化进程，以及加大在AR、AI数智化骨科领域的研发和产品布局力度， 进一步提升公司在骨科手术导航领域的技术实力和市场竞争力。 # 公司介绍 上海霖晏医疗科技有限公司（以下简称"霖晏医疗"）成立于2017年，总部位于上海，是一家专注于临床手术 辅助设备研发与应用的高科技企业。公司以"增强医生视觉、解放医生双手、降低经验依赖、降低医院和病人 成本"为使命，致力于通过融合增强现实（AR）、人工智能（AI）、手术导航与机器人技术，为外科手术提供 精准、安全、高效的导航定位系统。 核心技术与产品 霖晏医疗拥有近90项专利及7项软件著作权，技术实力雄厚，主要集中在人工智能、增强现实、手术导航和手 术机器人领域。其核心产品为 Holon ...