0:00 Q2全球手机销量，华为中国第 一，苹果美国第一#华为##苹果##手机# ...

GoPro (GPRO) FY Conference Summary Industry Overview - The action camera market is estimated to be around 3 million units globally, with GoPro being the U.S. leader in this market [4][5] - The 360 camera market is approximately 2 million units globally, with GoPro recently regaining about 10% market share with the MAX camera [5][6] - An adjacent opportunity exists in the higher-end low light camera category for vloggers and prosumers, which is also around 2 million units [6][19] - GoPro is exploring technology-enabled motorcycle helmets, a market with a total addressable market (TAM) of approximately $3 billion globally [7][8] Growth Opportunities - GoPro aims to expand its total addressable market (TAM) through aggressive moves into the 360 space and entering the low light prosumer space next year [6][19] - The company is partnering with AGV, a renowned motorcycle helmet brand, to leverage their expertise and enhance product quality [8][17] - The company has a comprehensive product roadmap that extends beyond what has been publicly shared, indicating potential for future growth [9] Software and Subscription Services - Software is increasingly important across all camera categories, enhancing user experience and facilitating cloud-based editing and sharing [10][12] - The GoPro subscription service has been successful, with features like auto-offloading content to the cloud and seamless editing [10][13] - Retention rates for the subscription service have improved, with 80% of subscribers staying beyond three years [30] - The attach rate for subscriptions has increased from low 40s to 56%, driven by app enhancements and better user engagement [30][48] Competitive Landscape - The motorcycle helmet industry is competitive, but GoPro sees an opportunity to introduce technology that is currently lacking in the market [17][18] - The low light prosumer camera market is also competitive, but GoPro believes it can differentiate itself through unique offerings [18][19] Future Outlook - GoPro plans to launch new software experiences in 2026 that could drive subscriber growth independent of hardware sales [35] - The company is exploring AI model training opportunities, leveraging its cloud data for potential monetization [50][52] - The TAM for AI training is estimated at $1.3 billion, growing at about 20% [53] Capital Allocation - The priority for capital allocation will focus on revenue growth and profitability, with potential for debt repurchase before stock buybacks [56][57] Key Metrics - GoPro's subscription attach rate for the HERO camera is about 25%, with higher rates for flagship models [40][41] - The company has over 13 million hours of content in the cloud, which is valuable for AI training opportunities [52] Conclusion - GoPro is positioned for growth through product innovation, strategic partnerships, and an emphasis on software and subscription services, while navigating a competitive landscape in the action camera and related markets [6][19][35]

Group 1 - Kodak has announced "substantial doubt" about its ability to continue operations, as stated in a recent SEC filing [1][3] - The company plans to address its financial obligations by utilizing funds expected from its pension plan, aiming to pay off some debt and preferred stock [2] - Kodak's plans to refinance its remaining debt and preferred stock obligations are considered unreliable under U.S. accounting rules, raising concerns about its business viability [3] Group 2 - Kodak was a pioneer in film photography, dominating the market for much of the 20th century and controlling over 80% of the U.S. film market at its peak [5] - The company's failure to adapt to digital photography led to the collapse of its core business, struggling against competitors like Canon, Sony, and Nikon [8] - After filing for bankruptcy in 2012, Kodak emerged in 2013 but has not regained its former market dominance, shifting focus to commercial printing and technology [11]

Key Takeaways Apple shares rose 8.9% in a month on strong Q3 results and a steady outlook despite tariff risks.Double-digit growth in iPhone, Mac, and Services drove record June quarter revenues in many regions.Apple to invest $600B in the U.S. over four years, aiming to expand manufacturing and avoid tariff impact.Apple (AAPL) shares have risen 8.9% in the past month, driven by strong third-quarter fiscal 2025 results and a steady outlook despite tariff-related headwinds. Since the results announced on Jul ...

American technology stalwart Apple NASDAQ: AAPL just made headlines, with President Trump's influence and decision-making playing a key role in the stock's story. Below, we’ll detail two key pieces of news and explain why they are leading Apple shares higher. Get Apple alerts:Apple Adds a Fresh $100 Billion Investment to Trump Appeasement Policy Apple TodayAAPLApple$230.27 +3.09 (+1.36%) 52-Week Range$169.21▼$260.10Dividend Yield0.45%P/E Ratio34.94Price Target$237.60Add to WatchlistIn February, Apple annou ...

机器人的眼睛：3D 视觉 20250812 摘要 3D 视觉技术通过双目视觉、结构光、TOF 和激光雷达等硬件方案实现， 各有优劣，需根据应用场景选择。双目视觉成本低但易受环境光影响， 结构光抗干扰性好但远距离效果差，TOF 结构简单但分辨率低，激光雷 达探测距离远但成本高。 为优化性能，实际应用中常结合多种技术。例如，双目视觉与结构光结 合可优势互补，提升系统稳定性和准确性。高级自动驾驶或工业机器人 系统则可能同时采用 TOF 与激光雷达，确保不同工作条件下数据可靠。 机器人视觉技术主要有飞行时间法、相位差法、激光雷达和双目结构光 四种路线，各有优缺点。未来这些技术可能会融合使用，以弥补各自的 局限性。 机器视觉硬件核心部件包括镜头、光源和相机。3D 视觉算法处理涉及深 度感知、3D 建图和语义理解，AI 技术降低了点云处理难度， transform 或 CNN 架构被广泛采用。 全球机器视觉市场规模超 1,000 亿人民币，中国市场约 200 亿人民币， 以 2D 为主。但 3D 需求增长迅速，工业领域需深度信息进行工件检测， 消费级市场如 Face ID 也采用 3D 感知方案。 Q&A 3D 视觉技术 ...

1.【雷军发起小米YU7版本更名投票】8月11日晚间，小米创办人、董事长兼CEO雷军在社交平台接 连发文，围绕小米YU7标准版的命名展开讨论。雷军在其个人微博先是发文提到，小米YU7标准版配 置强劲，仅续航就达835公里，超越竞品的Pro版或Max版，绝非 "丐版"，并向网友征求意见是否将 其改名为Pro或Max版。（大象新闻） 2.【理想高管回应MEGA机舱盖用钢不用铝】8月11日，理想汽车产品线负责人汤靖发文解释了 MEGA机舱盖采用钢而非铝材质的原因。他表示，尽管车门采用铝材质成本高且减重效果一般，但 MEGA的四个车门及后背门仍采用铝材质。而机舱盖和翼子板采用钢材质，是因为需要满足行人保护 G+最优秀中保研评级的要求。铝制机舱盖韧性较差，需要更大空隙以保护行人头部，但MEGA车头短 且机舱内零件密集，空隙有限。钢质机舱盖韧性更好，可在较小空隙下实现行人保护。最终，MEGA 的行人保护获得了中保研G+的最优秀成绩。（新浪科技） 3.【特斯拉中国官网上线Model 3长续航后轮驱动版车型】8月12日，特斯拉中国官网上线Model 3 长续航后轮驱动版车型，成为目前特斯拉在售续航最长的车型。根据官网显示，M ...

Sony and Nintendo’s Tariff Resilience Makes Japan a New Safe Haven https://t.co/mIYaAciIIt ...

New 3-Chip 3LCD Projectors Deliver Bright, Detailed Displays for Home Entertainment, Business Presentations, Hybrid Meetings and MoreLOS ALAMITOS, Calif., Aug. 12, 2025 /PRNewswire/ -- As consumers look for large displays that are not only affordable, but versatile in adapting to different environments and viewing needs, Epson today announced four new projectors for home entertainment and modern workspaces. The lineup includes two models that work with Apple® AirPlay®1 and support screen mirroring with Mira ...

近日，有网友在社交平台发帖称，家里的小米智能门锁被外卖员用人脸识别打开了。据网友描述，"当晚点了外卖，外卖小哥送餐时，把外卖挂在网友家门 把手上，结果门锁通过人脸识别，将外卖小哥认成网友本人，直接开门。彼时网友正在床上刷题，发现后赶紧自拍留存证据，证明门打开时自己确实在床 上，门打开后外卖小哥也满脸诧异。" 8月12日，#小米门锁误识外卖员人脸开锁成功#话题词登上热搜。 据经视直播报道，8月11日上午，记者联系上发帖者史先生，史先生告诉记者，出问题的门锁型号是小米智能门锁2pro，人脸识别成功并开门的外卖员和自 己脸型确实有点像。发现门锁成功识别陌生人后，他第一时间联系了小米客服，客服表示将安排工程师上门检修。 史先生称，这是该智能门锁使用以来第一次出现这样的情况，但此前偶尔发生过正确识别失败。"比如一次识别不开，第二次就成功了，这个我觉得可以理 解，不同光线、角度，一次没识别出来，但很快也能打开。拒真都是可以接受的，纳伪是真的不能接受，我觉得很不解、很诧异。" 记者查询该款门锁发现，该款小米智能门锁商品详情显示，其拥有安全靠谱的人脸识别技术，能够抓取面部细节特征，精细描绘独一无二的人脸面谱。 随后，记者拨打 ...