如果您希望可以时常见面，欢迎标星收藏哦~ 来源： 内容 编译自 eetjp 。 人们认为，华为将无法再生产兼容5G的设备。然而，据发现，华为于2023年9月发布的Mate 60和 Mate 60 Pro智能手机兼容5G。结论是，中芯国际通过将之前不受监管的浸没式ArF曝光设备与多 重曝光技术相结合，实现了7纳米工艺。这促使美国政府加强监管，包括将浸没式ArF曝光设备添 加到限制列表中。现在，不仅用于5G基站的SoC，而且对于实现AI功能至关重要的GPU也受到限 制。 华为显然拥有设计兼容5G的SoC的能力。在人工智能领域，寒武纪以其先进的GPU设计能力而闻 名，被称为"中国的英伟达"。许多中国公司拥有设计尖端SoC的先进能力。然而，它们目前缺乏实 现这些能力的制造技术，因此无法打造尖端系统。正如前文所述，中国正在尝试研发自己的光刻设 备，但在展会上公开亮相的并不多。 那么，中国能否自主制造EUV光刻设备呢？我不认为这"绝对不可能"，我相信未来中国制造EUV 设备是有可能的。然而，这可能需要很长时间，或许还需要10年左右。鉴于这种情况，美国政府 很可能会维持甚至加强对中国的限制。 其他半导体：功率半导体是一个值 ...

Industry Overview - The launch of Huawei's Mate 60 Pro with satellite communication functionality marks a significant milestone for the satellite communication industry, indicating the maturation of the satellite industry chain [1] - The global satellite industry reached a scale of $281.1 billion in 2022, with the U.S. leading in the number of operational satellites, followed by China [2] - The commercial application of satellite communication is expected to expand, with various potential use cases in consumer-grade terminals, including maritime communication, agricultural monitoring, and IoT connectivity [2] Company Developments - Zhenyou Technology, a supplier for China Telecom, claims to be the first domestic supplier to successfully commercialize satellite core network construction, anticipating high demand for ground station and core network expansion as China's low-orbit satellite system accelerates [3] - Huali Chuantong has proactively entered the chip design and development sector, recently signing a $2.1 billion contract to advance its satellite application industrialization process and enhance its market presence [3] - Xinwei Communication collaborates with Huawei in the antenna sector, providing various RF products for mobile devices and other consumer electronics [3] Market Challenges - The satellite communication industry faces several challenges, including technological limitations, spectrum resource constraints, high costs, and regulatory issues, which need to be addressed for broader application and long-term development [3]

Summary of Satellite Internet and Commercial Space Industry Conference Call Industry Overview - The discussion primarily revolves around the **satellite internet** sector, particularly its role as a foundational infrastructure for **6G communication** [1][2][6]. - The **commercial space industry** is highlighted, focusing on the competitive landscape and advancements in satellite deployment [4][9]. Key Points and Arguments - **Satellite Internet Infrastructure**: Communication satellites are positioned in low Earth orbit (200 to 2000 km) to minimize latency and enhance user experience. A comprehensive global coverage requires at least **10,000 satellites**, with SpaceX having launched over **7,000** and planning for **40,000** [2][3]. - **Strategic Importance**: The need for satellite internet has been underscored by its utility in conflict scenarios, such as the Ukraine war, where ground communication infrastructure was compromised [3][16]. - **Global Competition**: There is intense competition for orbital resources, with countries like the US, China, and others vying for satellite deployment. The total demand for satellites exceeds the capacity of **60,000** satellites in low Earth orbit [4][5]. - **Market Growth**: The satellite manufacturing and launch market in China is projected to exceed **870 billion** by **2027**, with an annual growth rate of over **360%** in the next three years [8][9]. - **Technological Advancements**: The reduction in satellite launch costs, particularly through reusable rocket technology, is crucial for the industry's growth. SpaceX's innovations have significantly lowered costs, and similar advancements are expected in China by **2026-2027** [7][10]. - **6G Development**: The transition from 5G to 6G will expand coverage significantly, enabling connectivity in previously underserved areas, including remote and maritime regions [6][18]. - **Investment Opportunities**: The satellite internet sector is viewed as a high-potential investment area, with a projected market size exceeding **10 trillion** in the next decade, driven by satellite services and ground communication equipment [9][28]. Additional Important Insights - **Government Support**: Recent government reports emphasize the importance of commercial space and satellite internet, indicating strong policy support for the sector [9][19]. - **Emerging Applications**: Beyond mobile communication, satellite internet is expected to support applications in **vehicle networking** and **unmanned systems**, broadening its market potential [8][12]. - **Industry Dynamics**: The satellite internet industry is characterized by a long supply chain, with significant multiplier effects on related sectors, including ground equipment and satellite services [9][27]. - **Investment Strategy**: Focus on companies with strong capabilities in satellite manufacturing and launch services is recommended, as they are likely to benefit from the upcoming surge in satellite deployments [26][27]. This summary encapsulates the critical insights from the conference call, highlighting the strategic importance, market potential, and competitive dynamics of the satellite internet and commercial space industry.

以下文章来源于南风窗 ，作者肖郎平 南风窗 . 冷静地思考，热情地生活。 科技力量，正在爆发。 （ID：shangyejingxiang） 今年全国两会，科技创新成为重要议题。 习近平总书记多次强调"科技创新和产业创新是发展新质生产力的基本路径"。政府工作 报告提出，"因地制宜发展新质生产力"，首次将"具身智能"写入文件。还有"祖冲之三 号"量子计算原型机再创世界纪录，DeepSeek大模型引发全球关注，人形机器人登上春 晚舞台…… 中国科技力量，正在爆发。 代表委员围绕强化战略地位、突破关键技术、转化科技成果等提出多项建议。科技创新 将驱动中国式现代化迈向新阶段。 中国成为"赛先生" "德先生"和"赛先生"是近代中国的两大口号，但这位"赛先生"并不友好，是以暴力的形 式撞开了古老中国的大门。在初次遭遇"船坚炮利"为代表的西方科技时，近代中国深蒙 羞辱。 "知耻近乎勇。"100多年来，无数科研工作者持续接力，为中华民族展开了一场空前的 颠覆性科技革命。这体现在网络科技方面，也呈现于大国重器方面。 作者 | 肖郎平 来源 | 南风窗 国产民用大飞机曾经是中国人的隐痛。1980年，运-10实现首飞，原型机已生产3 ...