人民财讯11月20日电，据湖南日报消息，11月20日—21日，2025世界计算大会在长沙举行。本次大会 以"计算万物湘约未来——智算驱动新质生产力"为主题，由湖南省人民政府主办。大会期间举办12场主 题活动，包括1场高规格的开幕式暨主题报告会、5场聚焦计算核心前沿的专题活动、5场技术赋能行业 发展的同期活动和1场创新成果展示。 ...

Core Insights - The article discusses the transformative impact of AI on the imaging equipment industry, highlighting a shift from optical dominance to computational capabilities as the primary value driver [4][5][6]. Group 1: Historical Context and Evolution - Over the past 50 years, the balance between optical and computational contributions in imaging has evolved, indicating a new logic for the emergence of successful imaging companies [5][6]. - In the film era, the value of photography was almost entirely determined by optical and mechanical factors, with companies like Leica and Zeiss leading the market [8]. - The advent of digital technology marked the first significant intervention of computation, allowing companies like Canon and Sony to disrupt traditional optical firms by integrating computational elements into their products [8][9]. Group 2: The Role of Computation - Initially, computation served to optimize optical performance and simplify user operations, enhancing the overall user experience and expanding market demand [8][9]. - The true disruption began when computation shifted from merely optimizing optics to defining scenarios and reshaping reality, as seen with companies like GoPro and DJI [9][10]. - DJI's drones exemplify this shift, functioning as advanced computational platforms that deliver unprecedented aerial imaging capabilities [10]. Group 3: New Computational Paradigms - A new computational architecture is emerging, characterized by a combination of on-device processing, lightweight local models, and powerful cloud-based models, enabling unprecedented capabilities in imaging devices [11]. - This evolution allows for real-time AI functionalities and opens up new possibilities for understanding, enhancing, and generating images [11][13][15]. Group 4: Layers of Value Creation - The first layer of value is "understanding reality," where AI enhances the camera's ability to interpret and provide context to images, moving beyond mere recording [13]. - The second layer is "augmented reality," where AI contributes to creative expression and emotional resonance in photography [15]. - The third layer, "generating reality," represents a paradigm shift where images are created through computation rather than traditional optical means, as demonstrated by products like the Paragraphica camera [23][29]. Group 5: Market Opportunities and Future Directions - The potential for new imaging companies lies in leveraging high computational capabilities to unlock previously suppressed market demands, particularly in niche segments [29][30]. - Successful companies will focus on providing exceptional user experiences in specific scenarios, thereby expanding overall market demand [30][33]. - The future of the imaging industry is expected to be shaped by AI-native companies that prioritize innovative product thinking and a deep understanding of user needs [34].

Core Viewpoint - The speech emphasizes that artificial intelligence (AI) is not a replacement for human intelligence but rather an extension of human creativity, serving as a superior tool for various scientific fields [1][5][7]. Group 1: AI and Computing - Computing is described as a fundamental science, comparable to physics and life sciences, rather than merely a tool [5][9]. - The relationship between computing and AI is likened to two sides of a coin, highlighting the historical context provided by Turing's early work on intelligent machines [4][5]. - AI is positioned as a foundational discipline, akin to mathematics, which will support advancements across various scientific and technological fields [17][18]. Group 2: Applications in Geoscience - The GeoGPT project, initiated to address the needs of geoscientists, aims to facilitate data sharing and collaboration in earth sciences [11][14]. - AI has significantly advanced the classification of fossil sponges, expanding known types from a few dozen to over 3,000, showcasing its potential in paleontology [13]. - An open AI architecture has been developed to enhance scientific discovery, allowing users to choose from various foundational models and ensuring governance around safety and privacy [14][15]. Group 3: Global Initiatives and Challenges - The "Three Body Computing Constellation" initiative aims to extend AI and computing capabilities into space, addressing global challenges such as climate change and natural disasters [17][25]. - The concept of "space computing" is introduced, where data processing occurs in space rather than being sent back to Earth, enhancing efficiency in satellite operations [23][28]. - Collaboration among numerous organizations is encouraged to build a network of satellites capable of real-time communication and computation for observing astronomical phenomena [27][28].

4月21日，杰华特发布2024年度业绩报告，该年度公司实现营业收入167,875.07万元，同比增长29.46%，行业下游终端市场经历了较长的去化过程，部分客 户采购需求恢复常态，同时公司通过精准的市场定位进行创新的产品设计，另外公司引入更多的优质客户以及深化与现有客户的合作，使得营业收入较上年 同期有所增长。 报告期内，杰华特产品研发取得显著突破，在多个应用领域实现技术落地与市场认可。具体表现为： 1、新能源领域，杰华特推出了基于自有工艺的超高压面向太阳能应用的PMIC(电源管理集成电路)芯片，具有系统级时序管理功能，集成度高，易于使用， 已通过客户的测试。 2、在网通和安防领域，杰华特推出了多款PoE以太网供电芯片，包括高集成4路PSE供电芯片、高性价比8路PSE供电芯片、13WPD受电端协议和功率全集成 芯片，部分产品已在多家头部客户通过测试并进入小批量供货阶段。 3、汽车电子领域，杰华特推出了多款汽车应用的高低边驱动芯片和车灯驱动芯片，已经进入客户设计阶段，推出了新一代车规DrMOS并实现量产，公司推 出了多款USB车充和协议芯片，部分型号已经开始收获订单，获得了客户的认可；公司在报告期内基本完成了汽 ...