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贸泽电子盛装亮相2025 IOTE深圳物联网展
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-08-15 09:08
Core Insights - Mouser Electronics will showcase at IOTE 2025 from August 27-29, highlighting the integration of AI and IoT technologies [1] - The event will feature collaborations with leading manufacturers such as Amphenol, Renesas, Silicon Labs, and Vicor, focusing on various innovative applications [1] - The exhibition aims to demonstrate the potential of AIoT in transforming industries and enhancing daily life through immersive technology experiences [1] Group 1 - Mouser Electronics will present the latest development boards and cutting-edge technology solutions at the exhibition [1] - The company will feature two unique projects developed by its engineers: a face detection tracking platform based on MCX N236 and a Raspberry Pi AI voice assistant [1] - The event will also showcase creative projects from the M-DESIGN design competition, including a human posture recognition system and a smart traffic light control experiment [1] Group 2 - On August 28, Mouser will collaborate with tech influencers for a live exhibition tour, allowing users to interact and witness exciting content [2] - The company aims to foster innovation by connecting manufacturers, developers, and creators through an open and collaborative platform [2]
三星图像传感器,首次供货苹果
半导体行业观察· 2025-08-07 01:48
Core Viewpoint - Samsung Electronics plans to mass-produce Apple's next-generation image sensors at its Austin, Texas wafer plant, marking a significant shift in the supply chain previously dominated by Sony [2][3]. Group 1: Samsung and Apple Collaboration - This collaboration signifies Samsung's first supply of image sensors to Apple, breaking Sony's long-standing dominance in the market [2]. - Apple is investing $100 billion in the U.S. and aims to optimize power consumption and performance for its products, including iPhones, through this new semiconductor technology [2]. - The image sensors in question are CMOS Image Sensors (CIS), which are critical components in smartphones [2]. Group 2: Market Dynamics and Competition - Samsung recently secured a $16.5 billion deal to supply AI semiconductors to Tesla, indicating its growing influence in the semiconductor market [3]. - Samsung's semiconductor business is expected to improve profitability next year through the production of image sensors for the next iPhone [3]. - The CIS market is projected to grow from $20.8 billion this year to $26.5 billion by 2029, driven by demand from various sectors including autonomous vehicles and robotics [5]. Group 3: Technological Advancements - Samsung has begun shipping its latest image sensor, Isocell JNP, to Xiaomi, which features innovative nanoprism technology aimed at challenging Sony's market position [4]. - The Isocell JNP sensor boasts a resolution of 50 million pixels and improved light sensitivity, enhancing performance in low-light conditions [4][5]. - The CIS market is expected to see a strong growth of 6.4% in 2024, with mobile, security, and automotive applications being the main growth drivers [6]. Group 4: Industry Trends - The CIS industry is evolving with innovations aimed at improving performance, integration, and sensing capabilities, including higher signal-to-noise ratios and better low-light sensitivity [11]. - The market is witnessing a shift towards compact designs and lower power consumption, with new optical technologies enabling advanced 3D and polarization sensing [11]. - By 2030, global CIS wafer capacity is expected to meet demand, with significant contributions from both established players like Sony and emerging companies in China [8].
图像传感器,中国市场份额飙升
半导体行业观察· 2025-07-29 01:14
Core Insights - The CMOS image sensor (CIS) market is expected to experience strong growth in 2024, driven by the rebound in smartphone demand and needs in security, defense, aerospace, and consumer electronics. Revenue is projected to grow by 6.4% in 2024, following a 2.3% increase in 2023, with a compound annual growth rate (CAGR) of 4.4% from 2024 to 2030 [1][4]. Market Trends - The market volume is anticipated to rise from 7 billion units to 9 billion units by 2030, with mobile, security, and automotive applications being the primary growth drivers [1]. - The average selling price (ASP) remains stable above $3, supported by high-end features in mobile and automotive sectors [1]. - Wafer production is expected to grow by 8.9% in 2024, with a steady increase projected until 2030 [1]. Competitive Landscape - Chinese company Smartsens leads the market with a significant year-on-year growth of 105.7%, expanding into mobile and automotive sectors. Sony's market share has also increased by nearly 50%, while SK Hynix has reduced its focus on CIS, concentrating on memory products [4]. - Companies like ON Semiconductor, Teledyne, and STMicroelectronics have seen revenue declines due to slowdowns in industrial and medical markets, as well as reduced design orders in consumer electronics [4]. - Despite trade tensions, the CIS sector remains resilient due to the adoption of mature nodes, with domestic demand and government support bolstering production in China [4]. Technological Innovations - The CIS industry is evolving through innovations that enhance performance, integration, and sensing capabilities, including higher signal-to-noise ratios, improved low-light sensitivity, compact designs, and lower power consumption [7]. - Sony's three-layer stacked sensors are being adopted in mainstream smartphones, marking a shift towards intelligent sensing rather than just resolution [7]. - Advances in 22nm logic stacking technology aim for ultra-low power consumption and expanded computational capabilities, with FDSOI technology expected to be utilized for neuromorphic sensing [7]. Future Projections - By 2030, global CIS wafer capacity is projected to meet demand with a capacity of 638k wpm and a utilization rate of 72% [4]. - The industry is witnessing a transition towards multi-stacking architectures, with BSI (Backside Illumination) technology leading the way [8].
打造千亿规模“科创核爆点”,上海如何培育科技“新秀”|上海高质量孵化器调研
Di Yi Cai Jing· 2025-07-24 12:12
Group 1 - As of May 2025, Shanghai has 12 high-quality incubators covering over 120,000 square meters, with more than 300 companies incubated, including 36 high-tech enterprises and 18 specialized and innovative small and medium-sized enterprises [1][3] - High-quality incubators focus on hard technology incubation, supporting the rapid transformation of disruptive technological achievements and accelerating the growth of hard tech companies [3][15] - The "Xinzhe Zhixing Port" incubator has successfully incubated companies that have gone public, including five on the Sci-Tech Innovation Board and two on the US stock market [3][4] Group 2 - Since the launch of high-quality incubator construction in November 2023, Shanghai has initiated 12 incubators focusing on emerging industries such as AI, quantum optics, and gene therapy [2][10] - The "Mosu Space" innovation ecosystem has attracted over 100 AI model companies, creating a significant cluster effect in the AI industry [5][8] - The Shanghai government aims to cultivate a batch of globally competitive local hard tech companies and establish 2-3 "innovation nuclear explosion points" with a scale of hundreds of billions by 2025 [15] Group 3 - The Pudong New Area has established a cluster of high-quality incubators, including the "Dart Innovation R&D Center" and "Xinzhe Zhixing Port," which collectively support over 30 quality innovation carriers in the biomedicine sector [4][10] - The human-robot incubator focuses on the entire industry chain and employs a selective approach to project incubation, ensuring that companies are specialized in specific fields [12][15] - Shanghai's high-quality incubators are supported by policies that provide tax reductions, talent points, and innovation vouchers, tailored to the unique characteristics of each incubator [15]
联想控股副总裁于浩:在技术变革中锚定“长期主义”
Xin Hua Cai Jing· 2025-06-10 01:07
Core Viewpoint - Lenovo Holdings emphasizes the importance of "long-termism" in navigating the rapidly changing global industrial and technological landscape, particularly in fields like artificial intelligence, semiconductors, and new energy [2][3]. Financial Performance - Lenovo Holdings reported a total revenue of RMB 512.81 billion for 2024, marking a year-on-year increase of 17.61% - The net profit reached RMB 7.683 billion, a significant year-on-year increase of 1119.52% - The net profit attributable to shareholders was RMB 133 million, recovering from a loss of RMB 3.874 billion in 2023 [2]. R&D and Innovation Strategy - The company has set a historical high for R&D investment in 2024 at RMB 15.8 billion, reflecting its commitment to innovation [4]. - Lenovo Holdings has developed a unique path for technology industrialization, focusing on long-term independent innovation and aligning with national strategies [4]. Market Position - Lenovo Group holds a 25.9% market share in global PC shipments in the first quarter of 2024, maintaining its position as the world's leading PC manufacturer [4]. - The revenue share from non-PC businesses has increased to 47% as of the 2024/25 fiscal year, indicating a successful diversification strategy [4]. Focus Areas - Lenovo Holdings is concentrating on three key areas: new materials, new energy, and intelligent sensing, through its Forward Technology Research Institute [7]. - The research institute aims to identify and develop cutting-edge technologies and facilitate their commercialization [7]. Collaborative Efforts - The company has established a collaborative network with top universities and research institutions to drive technological breakthroughs in emerging industries [7]. - Lenovo Holdings is leveraging its Japanese channel resources to create a dual-circulation open innovation system, focusing on introducing advanced materials processing technologies [8]. AI Strategy - Lenovo Holdings is positioning itself in the AI sector by forming partnerships across various verticals, including education, healthcare, and manufacturing, to create a comprehensive AI ecosystem [9]. - The company has invested in over 270 AI-related enterprises, establishing a closed-loop ecosystem from algorithm development to practical application [9][10]. Future Aspirations - Lenovo Holdings aims to nurture more outstanding AI companies that not only serve the domestic market but also expand their global influence [11].
上海:支持人工智能、智能传感、信息通信、脑机接口等技术在康复辅助器具领域集成应用研究
news flash· 2025-05-27 08:08
Core Viewpoint - Shanghai is accelerating the development of the rehabilitation assistive devices industry through a three-year action plan, focusing on integrating advanced technologies such as artificial intelligence, smart sensing, information communication, and brain-computer interfaces into this field [1] Group 1: Policy and Support - The Shanghai Municipal Development and Reform Commission, along with other departments, has issued a three-year action plan (2025-2027) to promote the rehabilitation assistive devices industry [1] - The plan emphasizes the importance of technological breakthroughs and encourages local enterprises to apply for national-level projects related to key products such as nursing robots, rehabilitation robots, bionic prosthetics, wearable devices, and virtual reality rehabilitation training equipment [1] Group 2: Goals and Targets - By 2027, the plan aims to implement 10 key technology (product) research and development projects and support more than 5 products under the elderly care technology special support [1]
“祖冲之杯”昆山创新创业大赛锦溪专场举行
Su Zhou Ri Bao· 2025-05-14 01:02
Group 1 - The "9th Zu Chongzhi Cup" Kunshan Innovation and Entrepreneurship Competition focuses on "intelligent sensing" and "digital economy" as core themes, attracting national tech elites to compete [1] - Innovative teams from AI, smart manufacturing, and new materials sectors showcased their projects, including newly developed technologies from universities and research institutions, as well as new projects from established tech companies [1] - The "AIGC immune optimization and intelligent application" project addresses decision-making inaccuracies and cost risks in manufacturing due to inconsistencies between equipment and software data, with 11 authorized patents and plans for empowering smart transformation in the Yangtze River Delta region [1] Group 2 - Jinxikou Town is positioned as a new growth hub in Kunshan, aiming to build a highland for technological innovation and has been recognized as one of the top 100 towns in China for the first time in 2024 [2] - The town is promoting the integration of agriculture, culture, and tourism, fostering new business models such as cultural creativity, village cafes, travel photography, and cycling [2] - Kunshan is committed to creating a talent-friendly city by enhancing the "5A" talent service mechanism and developing a digital service system to address key issues like housing, children's education, and medical care for incoming talents [2]
中国团队造出全球最薄芯片,厚度仅为三个原子
半导体芯闻· 2025-04-25 10:19
如果您希望可以时常见面,欢迎标星收藏哦~ https://www.intellinews.com/china-creates-world-s-thinnest-chip-with-5931-transistors-378131/ 点这里加关注,锁定更多原创内容 来源 :内容编译自 intellinews ,谢谢。 据《IEEE Spectrum》报道,中国研究人员研制出迄今为止最先进的二维材料微处理器,其内部集 成了5931个由二硫化钼制成的晶体管,厚度仅为三个原子。二硫化钼由两层硫层之间的钼层构 成,由于其原子级厚度和高效率,被视为硅的有力替代者。 这种新型微处理器可能对众多行业产生突破性的影响,并受到世界各地其他研究人员的密切关注。 这款名为 RV32-WUJI 的芯片基于开源 RISC-V 架构,能够执行标准的 32 位指令。它基于绝缘蓝 宝石基底,配备全新开发的单元库,包含 25 种逻辑门类型,能够执行"与"和"或"等基本计算功 能。与之前仅管理 156 个晶体管的二维电路相比,这一进展标志着一个重要的里程碑。 尽管 RV32-WUJI 的运行频率仅为 1 千赫兹,功耗仅为 0.43 毫瓦,但它展示了 ...