以下文章来源于硬氪 ，作者欧雪 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 访谈 ｜ 欧雪 袁斯来 杨轩 彭孝秋 作者 ｜ 欧雪 编辑 ｜ 袁斯来 来源｜ 硬氪（ID:south_36kr） 封面来源 ｜ 企业官方 比特微创始人杨作兴像个在大学校园里和你擦身而过的导师。 人们习惯叫他 "杨博"。因为杨作兴是 9 0 年代清华本硕博连读的 "三清"博士，学的还是核物理。 他消瘦、戴眼镜，穿着印公司 logo 的 T 恤，讲话礼貌，没有架子。 但他不是个书生。 很多时刻，你能捕捉到他流露出的草莽之气 ——这毕竟是个从江湖中搏杀而出，赚到大钱的人。 如果第一次听到杨作兴的经历，很多人会有种违和感。因为故事过于离奇，甚至显得有些不真实。 从清华毕业后，杨作兴没有 留学校或者研究所 ，开始辗转北京几家微电子公司，成为一个芯片设计师。 芯片行业基本都是APR(自动布局布线)设计。工程师写好代码，交给EDA软件，调用芯片制造厂商现成的单元库，设计成一块 芯片。但2011年，杨作兴开始研究全定制的芯片设计，从晶体管开始，绘制每一个单元电路、每一根连线和每一个版图。 杨作兴无疑有极高的天赋。他设计出一款RFID芯 ...

访谈 | 欧雪 袁斯来 杨轩 彭孝秋 作者 | 欧雪 编辑 | 袁斯来 比特微创始人杨作兴像个在大学校园里和你擦身而过的导师。 人们习惯叫他"杨博"。因为杨作兴是90年代清华本硕博连读的"三清"博士，学的还是核物理。 他消瘦、戴眼镜，穿着印公司logo的T恤，讲话礼貌，没有架子。 但他不是个书生。 很多时刻，你能捕捉到他流露出的草莽之气——这毕竟是个从江湖中搏杀而出，赚到大钱的人。 如果第一次听到杨作兴的经历，很多人会有种违和感。因为故事过于离奇，甚至显得有些不真实。 从清华毕业后，杨作兴没有留学校或者研究所，开始辗转北京几家微电子公司，成为一个芯片设计师。 芯片行业基本都是APR(自动布局布线)设计。工程师写好代码，交给EDA软件，调用芯片制造厂商现成的单元库，设计成一块芯片。但2011年，杨作兴开 始研究全定制的芯片设计，从晶体管开始，绘制每一个单元电路、每一根连线和每一个版图。 杨作兴无疑有极高的天赋。他设计出一款RFID芯片，峰值功耗为当年世界最好水平。 2015年，杨作兴加入比特大陆前身迪未数视公司兼职设计芯片。比特大陆S7和S9矿机，因为使用了杨作兴全定制方法学，成为那个时代的机皇。 比特大陆估值 ...

Group 1 - The 3D camera sector experienced a decline, falling by 2.91% [1] - Lixun Precision dropped by 4.05%, indicating significant downward pressure on the company [1] - Crystal Optoelectronics decreased by 2.87%, reflecting a broader trend in the sector [1] - O-Film Technology saw a decline of 1.81%, contributing to the overall downturn in the 3D camera industry [1]

Core Viewpoint - The rapid decline in the cost of lidar technology in China is primarily due to the technological advancements and obsolescence of older products, rather than the efforts of automotive companies [1][5]. Group 1: Lidar Technology and Pricing - Domestic lidar prices have dropped below 1000 yuan, significantly lower than the previous price of 200 USD, indicating a shift towards outdated products [1]. - The price reduction of lidar is similar to that of chips, where older models see significant price drops as new technology is introduced [3]. - The advancement in lidar technology has led to various models, such as 64-line, 192-line, and 520-line, with the 64-line model being outdated and thus experiencing a steep price decline [3]. Group 2: Market Dynamics and Competition - The price drop of lidar is a result of rapid technological iteration within lidar companies, rather than automotive companies pushing for lower prices [5]. - The high cost of advanced lidar, such as the 520-line model priced over 4000 yuan, remains a barrier for many automotive companies, leading to a preference for the more affordable 192-line model [5]. - The integration of lidar technology with visual recognition is challenging, and advancements in camera technology are allowing for longer detection ranges, diminishing lidar's competitive edge [5][7]. Group 3: Industry Trends and Future Outlook - The number of companies supporting lidar technology is decreasing, with many opting for dual solutions or purely visual recognition systems [7]. - Automotive companies are increasingly viewing intelligent driving as a secondary feature, focusing on cost control, which negatively impacts the demand for expensive lidar systems [7]. - The claim of significant price drops in lidar technology is misleading, as it primarily reflects the reduced demand for outdated 64-line models, while mainstream lidar technologies remain costly [7].

Core Insights - The integration of service and manufacturing sectors is essential for high-quality development in China's economy, as highlighted in a recent forum discussing strategies for addressing shortcomings in service industries [1][2] - Despite statistics suggesting low service revenue in manufacturing, deeper analysis reveals that many manufacturing companies are increasingly relying on service components, which are often not reflected in traditional revenue metrics [3][7] Group 1: Service and Manufacturing Integration - The traditional view of manufacturing as purely product-based is evolving, with service components becoming integral to business models [5][27] - A case study of a gear company illustrates that significant expenditures on outsourced services are often categorized as costs rather than service revenue, indicating a shift in how manufacturing firms operate [7][10] - Companies like Beijing Jingdiao have successfully enhanced their market competitiveness by offering tailored services, such as prototyping and training, which have allowed them to capture market share from established foreign competitors [10][12] Group 2: Challenges and Opportunities - The service landscape in China is uneven, with small and medium enterprises facing challenges in accessing quality services, particularly in less developed regions [20][22] - There is a risk that companies may overemphasize service at the expense of their core manufacturing capabilities, which could undermine long-term competitiveness [18][27] - The potential for global expansion is significant, but companies must ensure that their service infrastructure keeps pace with their manufacturing growth to maintain competitiveness in international markets [20][28] Group 3: Market Dynamics - The shift towards service-oriented business models is changing competitive dynamics, where companies must now compete on service quality as well as product performance [8][14] - Successful examples of service innovation in manufacturing demonstrate that understanding customer needs and providing tailored solutions can lead to significant business growth [12][25] - The integration of digital technologies in service offerings can enhance efficiency and effectiveness, further solidifying the role of services in the manufacturing sector [27]

每经AI快讯，3D摄像头板块领跌，下跌2.33%。其中，立讯精密下跌3.38%，奥比中光下跌2.83%，水 晶光电下跌2.26%。 （文章来源：每日经济新闻） ...

Group 1 - Shanghai Buchou Quantum Technology Co., Ltd. completed angel round financing of several tens of millions of RMB, led by Zhongke Chuangxing, with funds aimed at building low-noise ultra-clean rooms and accelerating quantum computing core technology development and industrialization [1][1] - Wuhan Wanjie Technology Co., Ltd. plans to introduce strategic investors, raising 55 million RMB to enhance its laser radar business layout and market competitiveness [2][2] - Chip manufacturer Xinsaiwei joined the Shenzhen Camera Industry Association (SCIA), marking its commitment to building a domestic visual ecosystem and collaborating with industry partners [2][2] Group 2 - Anke Innovation Technology Co., Ltd. submitted a listing application to the Hong Kong Stock Exchange, with sponsorship from CICC, Goldman Sachs, and JPMorgan, indicating its expansion into the capital market [2][2] - AI startup Anthropic is preparing for a potential IPO as early as 2026, with a valuation possibly exceeding 300 billion USD, having engaged Wilson Sonsini law firm for the process [2][2]

Core Insights - The article highlights the competitive landscape of global markets, indicating that the U.S. leads in 27 product categories, while China leads in 18 categories, an increase from 17 the previous year [2][7] - Despite some categories showing a decline in market share for Chinese companies, there are 24 categories where they have expanded their share, up from 21 the previous year [6] Group 1: Market Share Trends - In 2024, Chinese companies saw a reduction in market share across 15 categories, an increase from 13 categories in 2023 [4] - The market share of Chinese companies in the camera segment decreased from 52.5% to 49.9%, with Hikvision's share dropping by 1.8 percentage points [4] - The cloud services sector, previously growing, is now showing signs of decline, with Alibaba's share down by 0.7 percentage points [6] Group 2: Economic Impact - The ongoing real estate downturn in China, exacerbated by the crisis of Evergrande Group, has led to a sluggish domestic demand, impacting sectors like home appliances [6] - The real estate and related industries are estimated to account for 30% of China's GDP, contributing to economic stagnation and poor sales in home-related products [6] - The beer market also reflects this trend, with China Resources Beer’s market share declining by 0.2 percentage points to 5.2% [6] Group 3: Competitive Landscape - In the electric vehicle (EV) sector, Tesla's market share decreased by 2.3 percentage points to 16.1%, while the combined market share of Chinese companies like BYD exceeds 30% [6] - In the smartphone market, companies like Xiaomi and Transsion are gaining traction, particularly in emerging markets [7] - The U.S. government continues to exert pressure on Chinese companies through tariffs and regulations, which is expected to prolong the stagnation of the Chinese economy [7]