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韩国要投资约25亿发展iLED显示,想摆脱中国对手追赶
Guan Cha Zhe Wang· 2025-07-16 02:46
韩国产业通商资源部表示,尽管韩国在OLED市场保持全球领先地位,但在iLED技术方面却落后明显, iLED显示屏严重依赖外国制造的LED芯片和材料。 推进小组将在整个研发项目及基础设施建设中发挥核心协调作用,负责各课题间的紧密衔接、协同效应 的最大化、技术的普及应用,以及供应链构建战略的制定与实施。 7月15日,据《韩国时报》报道,韩国产业通商资源部宣布,将在2032年前投资4840亿韩元(约25.16亿 人民币)用于开发无机发光二极管(iLED)显示技术,旨在为韩国显示行业寻找新的增长引擎。 韩国产业通商资源部称,这笔投资将用于开发包括Micro LED、量子点和nano LED在内的iLED技术,并 将培育韩国产业生态系统。 iLED技术被认为是下一代显示技术,相较于目前的有机发光二极管(OLED),iLED在使用寿命、亮度和 能效方面更具优势。 韩国显示产业协会4月15日宣布,将全力支持无机发光显示器(Inorganic Light-Emitting Display)的研发 (R&D)项目,以及有机发光二极管(OLED)的超差异化研发项目,助力政府相关研发计划的推进。 据《eet-China》报道,该项 ...
【省工业和信息化厅】陕西开展数字适老助残产品和服务典型案例推荐
Shan Xi Ri Bao· 2025-07-15 23:08
7月14日,记者从省工信厅获悉:省工信厅即日起开展我省2025年数字适老助残产品和服务典型案 例推荐工作。 硬件产品包括面向智能照护、智能监测、智能康复等领域,推荐能够解决老年人、残疾人日常生活 中面临的迫切问题,促进数字技术适老化及信息无障碍产业升级的智能终端、可穿戴设备、服务机器人 等硬件产品。智能服务包括聚焦为老年人、残疾人提供数字化服务,推荐能够体现传统服务方式与智能 化服务创新并行理念,为老年人、残疾人共享信息化发展成果提供支持保障作用的智能服务实践。 申报流程主要分为自愿申报、省级推荐、评审公布3个环节。申报主体填写申报书,并参照模板要 求编写材料,8月15日前向陕西省通信管理局提交申报材料。每个申报主体报送的项目不超过4个,且每 个类别申报的项目不超过1个。陕西省通信管理局会同省级相关部门综合评估后择优向工信部推荐。 (记者:苏怡 实习生:党梓萌) 省工信厅相关负责人表示,本次推荐工作围绕创新技术、互联网应用、硬件产品、智能服务4个类 别,遴选一批技术水平高、创新能力强、服务质量优、应用成效好的数字适老助残产品和服务,激发企 业拓展数字适老助残新业务、新模式、新场景的内生动力,提升产品和服务供给 ...
镜像世界、手机消失、人类爱上AI:“硅谷精神之父”凯文·凯利的2049预言
创业邦· 2025-07-14 09:57
以下文章来源于硅谷101 ,作者硅谷101 硅谷101 . 有趣有用的商业访谈 逆向思考与有效未来 技术发展双刃剑的积极面 陈茜: 请你介绍一下你的新书,书名是《2049:未来10000天的可能》,你为什么写这本书?你希望给读者传达什么信息? 凯文·凯利 : 来源丨 硅谷101(ID:TheValley101) 图源丨Midjourney 25年、10000天之后的世界,会是什么样的? 在6月中旬,我们有幸在硅谷专访了凯文·凯利(Kevin Kelly),他被大家亲切地称为K.K.,是《连线》杂志的创始主编,也 因 为他对科技与商业的独到见解和准确预言,被称之为"硅谷精神之父" 。 多年来,他的著作包括《失控》《必然》等书籍,成为众多科技从业者、投资人、媒体人和创业者们的必读清单,启发了非常多 的思考。 这次的对话,我们的话题集中在K.K.发布的新书《2049:未来10000天的可能》。我们特别好奇一万天之后,生活、社会、世 界都是什么样的?我们下一代的孩子们成长的轨迹是如何的?以及他们到时候生活在一个什么样的环境中? 和K.K.聊天过程中,我们能感受他的智慧,以及对未来的畅想和思考,也希望对屏幕前的观众思考 ...
康耐特光学(02276.HK):业绩盈喜 产品结构优化
Ge Long Hui· 2025-07-11 03:00
Core Viewpoint - The company expects a significant increase in net profit for the first half of 2025, driven by strong sales growth in high refractive index and functional products, leading to an increase in average selling prices [1] Group 1: Financial Performance - The company forecasts a net profit of no less than 271 million yuan for H1 2025, representing a year-on-year increase of at least 30% [1] - The revenue growth rates for standard lenses, functional lenses, and customized lenses in 2024 are projected to be 8.8%, 32.4%, and 11.8% respectively, indicating ongoing optimization of the product structure [2] Group 2: Product Development and Innovation - The company is one of the few manufacturers capable of producing 1.74 refractive index resin lenses, with a focus on high refractive and customized products [2] - The company is actively developing an XR (Extended Reality) R&D center and is engaged in collaborations with leading global technology and consumer electronics companies to prepare for potential mass production of AR or AI glasses [3] Group 3: Global Strategy and Supply Chain - The company plans to invest approximately 4 million USD in a new automated resin lens production line in Japan, aimed at enhancing supply chain resilience and production capacity for high-end customized lenses [2] - The establishment of the Japanese production line is expected to mitigate risks associated with US-China trade tensions and improve response times for customers in the Asia-Pacific region [3] - The diversified production base, including facilities in Japan, Jiangsu, and Shanghai, is anticipated to lower overall production costs and enhance the company's ability to navigate geopolitical uncertainties and currency fluctuations [3] Group 4: Earnings Forecast - The company has adjusted its profit forecast, projecting net profits of 560 million, 670 million, and 790 million yuan for 2025-2027, with corresponding P/E ratios of 31X, 26X, and 22X [4]
人工智能巨头、奢侈品牌挤爆眼镜赛道,雷朋母公司成抢手货
Nan Fang Du Shi Bao· 2025-07-10 13:07
2025年,对于奢侈品牌而言是充满挑战的一年。法国巴黎银行BNP Paribas最新发布的研报 显示,2025年第二季度全球奢侈品行业整体表现疲软,预计加权有机销售额同比下跌3%, 较第一季度的下跌1%进一步恶化,显示出市场下行压力正在加速。许多奢侈品牌将目光更 多地投向了价格更亲民、功能更实用的入门级奢侈品。眼镜从"配货区"迅速走向舞台中央。 而人工智能公司亦在眼镜赛道加码,持续挖掘眼镜的更多可能性。 彭博社日前援引知情人士消息,Facebook母公司Meta Platforms Inc.收购了Ray-Ban雷朋母公司、全球最 大眼镜制造商EssilorLuxottica依视路陆逊梯卡集团略低于3%的股份,按当前市值估算,交易金额约为30 亿欧元。此次投资标志着Meta在AI智能眼镜领域的进一步加码,加深其与雷朋母公司EssilorLuxottica的 合作关系。 此前,意大利奢侈品牌Prada亦与依视乐陆逊梯卡同时宣布,双方续签了Prada、Prada Linea Rossa和Miu Miu品牌眼镜的生产和全球分销许可协议。两家公司现有协议将于2025年12月31日到期,已延长至2030 年12月31日, ...
传苹果最快今年推新Vision Pro
WitsView睿智显示· 2025-07-10 07:09
苹果打算为旗下空间运算装置Vision Pro推出升级版本,预计最快今年内亮相,主要着重于强化AI 运算效能及改善佩戴舒适度,以提振这款定价高达3,499美元但上市表现不如预期的头戴式装置。 图片来源:苹果 据《彭博社》报导,升级版Vision Pro将导入与新款iPad Pro同等级的M4处理器,取代目前的M2 芯片,提升整体运算速度与能源效率。由于Vision Pro在应用层面需依赖即时图像处理与复杂虚拟 场景运算,AI表现成为硬件升级的关键。新版本也可能扩充神经网络引擎的核心数,进一步提升人 工智能的执行效能。 #苹果 #近眼显示 #VisionPro 除了处理器升级,苹果也着手解决许多用户反映的佩戴不适问题,计划推出全新头带设计,减轻长 时间使用时对头部与颈部造成的压力。目前Vision Pro约重600~650 克 ,不少用户反映使用久了 容易感到头痛或肩颈酸痛,尽管第三方配件也尝试优化佩戴体验,但官方版本仍有改善空间。 Vision Pro自上市后虽备受瞩目,但高单价与原生应用不足影响其市场接受度,苹果至今仅在少数 市场开卖,销量据传仅数十万台,与苹果过往iPhone、iPad等设备的亮眼成绩有明 ...
2026上海跨境电商产业暨直播货源供应链展览会:重构全球电商新生态
Sou Hu Cai Jing· 2025-07-10 06:43
Core Insights - The 2026 Shanghai Cross-Border E-commerce Industry and Live Supply Chain Exhibition will take place from March 1 to March 4, 2026, showcasing the integration of cross-border e-commerce supply chains and private domain live streaming [4] - The exhibition aims to highlight the transformation from "Made in China" to "Intelligent Manufacturing in China," featuring over 1,200 exhibitors and 60,000 professional visitors, with international buyers accounting for over 20% [4][6] - The event will focus on creating a comprehensive ecosystem that covers the entire lifecycle of cross-border e-commerce, providing one-stop solutions for businesses [9] Group 1: Industry Trends - The global e-commerce penetration rate has surpassed 35%, with China's cross-border e-commerce import and export scale expected to reach 3 trillion yuan in 2026 [4] - The exhibition will feature a "Cross-Border E-commerce Industry Belt Zone," integrating resources from key industrial regions in China, including the Yangtze River Delta and the Pearl River Delta [4] - Major companies like Huawei and OPPO will showcase customized cross-border solutions, emphasizing the flexibility of China's supply chain [6] Group 2: Live Streaming Ecosystem - The exhibition will establish a "Private Domain E-commerce Live Streaming Pavilion," covering the entire "people, goods, and scene" ecosystem [8] - Leading MCN and influencer resources will be present, offering training courses to enhance live streaming skills and operational strategies [11] - Innovative tools such as AI-driven solutions will be showcased to help businesses optimize their private domain traffic [11][21] Group 3: Technological Innovations - The exhibition will feature a "Cross-Border E-commerce Intelligence Exhibition Area," showcasing the latest technological advancements in the industry [18] - AI applications, such as Alibaba's "AI Business Assistant," can enhance product visibility by 30% [21] - Blockchain technology will be utilized for product traceability, improving consumer trust and reducing return rates [21] Group 4: Policy Support - The exhibition is a key project supported by the Ministry of Commerce, providing comprehensive policy insights to assist businesses [19] - Tax incentives for eligible cross-border e-commerce exporters will alleviate financial pressures on companies [21] - The Shanghai Customs will implement a "B2B Export Direct Access Model," improving customs efficiency by 50% [21] Group 5: Global Supply and Demand Matching - The exhibition will facilitate global supply and demand matching through events like the "Match Me" global supply-demand meeting [20] - Customized outbound strategies will be provided for local governments and leading enterprises to enhance their international presence [21] - Investment matching events will focus on supporting projects in AI e-commerce and green supply chains, with expected financing exceeding 5 billion yuan [21]
Meta巨资入局!智能眼镜竞争升级
证券时报· 2025-07-10 03:54
智 能 眼 镜 生 态 正 在 迎 来 更 多 重 磅 级 玩 家 。 据 美 国 媒 体 报 道 , Meta ( META.US ) 公 司 已 经 收 购 了 全 球 眼 镜 制 造 商 巨 头 —— 法 国 依 视 路 公 司 (EssilorLuxottica)的少数股权。此举标志着这家美国科技巨头正在加码投入快速增长的智能眼镜行业。智能眼镜作为下一个智能穿戴设备红海,正在 吸引越来越多资本关注。 股权收购深化双方合作关系 据报道,Meta以约35亿美元购入依视路约3%的股份,并考虑最终将持股比例提升至5%。但截至记者发稿,Meta和依视路均未对报道进行回应。消息发布后,依 视路美国存托凭证(ADR)周二收盘上涨5.48%,创4月9日以来最大单日涨幅,市值1336亿美元。而周三法国股市开盘后,依视路上涨超过5%。 公开资料显示,依视路为全球眼镜领先企业,以雷朋(Ray-Ban)和欧克利(Oakley)等品牌而闻名。2023年,Meta与依视路合作推出的雷朋智能眼镜,具有内置 摄像头和AI(人工智能)驱动的语音辅助功能,该眼镜自推出以来已售出数百万台,并引发业内关注。2025年6月,Meta和依视路扩 ...
Meta巨资入局 智能眼镜竞争升级
Zheng Quan Shi Bao· 2025-07-09 18:35
Group 1: Company Developments - Meta has acquired approximately 3% of EssilorLuxottica for about $3.5 billion, with plans to increase its stake to 5% [3] - The partnership between Meta and EssilorLuxottica has led to the launch of the Ray-Ban smart glasses, which have sold millions of units since their release [3][4] - Meta's CEO Mark Zuckerberg emphasizes the potential of smart glasses, stating they will surpass VR products, with Ray-Ban smart glasses accounting for 60% of global shipments in 2024 [4] Group 2: Market Outlook - The global smart glasses market is projected to reach 14.5 million units shipped by 2025, reflecting a year-on-year growth of 42.5% [4] - The Chinese market is experiencing rapid growth, with AI/AR glasses sales increasing by 45% year-on-year in Q1 2025 [4] - Industry experts believe the smart glasses sector is at a critical growth stage, transitioning from exploration to commercialization [5] Group 3: Competitive Landscape - Major tech companies like Xiaomi, Huawei, and Baidu are entering the smart glasses market, with startups also seeking funding to innovate and compete [7] - Recent funding rounds for startups in the smart glasses space indicate a strong interest in product development and market entry [7][8] - The industry is expected to undergo a competitive reshuffling, with a diverse range of players including internet giants and emerging brands [6]
“视”界巅峰,终极对决!第三届“歌尔杯”高校VR/AR挑战赛总决赛启幕
Zhong Jin Zai Xian· 2025-07-09 06:30
与往届赛事不同,本次总决赛将采用"技术擂台+产业探秘"模式,参赛团队将在比赛展演现场,通过充 分的作品路演以及互动交流,向企业高管、资深研发工程师以及来自国家虚拟现实创新中心的行业专家 组成的评审团,展示技术创新性、突破性以及商业落地潜力,打造沉浸式科技竞技秀场。评审团将从创 新性、技术性、作品成熟度、市场和商业模式、现场表现等多个维度综合打分,评选出一、二、三等奖 以及特等奖。除丰厚的奖金之外,比赛优胜者还可以直通歌尔校招绿色通道,获得优质岗位推荐。赛事 沉淀的优质方案还将纳入歌尔合作伙伴库,未来有机会实现进一步深化与转化。赛事期间,参赛队伍还 将深度参观体验歌尔全球研发总部以及部分标杆智能制造产线,近距离接触体验行业前沿创新技术与一 站式产品解决方案,直观感受产品从概念到量产的全链条转化过程。关注"歌尔股份招聘"公众号,实时 获取第三届"歌尔杯"高校VR/AR挑战赛相关信息,一起期待巅峰之战! 近日,第三届"歌尔杯"高校VR/AR挑战赛总决赛正式官宣,决赛将于7月16日至18日在歌尔全球研发总 部(青岛)燃情开战。本届赛事自2024年10月启动以来,吸引全球50余所高校近300支团队参赛,覆盖中 国、美国 ...