Core Insights - Immersive interaction is a technology-driven experience that enhances user engagement through various modalities, tracing its roots back to the 1960s with the development of the first computer graphics-driven head-mounted display [2] - The concept of the metaverse in 2021 led to a surge in global shipments of head-mounted devices, surpassing 10 million units for the first time, marking a significant industry trend [2] - The launch of Apple Vision Pro in 2023 represents a major breakthrough in spatial computing technology, attracting widespread industry attention [2] - In China, competitive head-mounted device manufacturers like PICO and DPVR have emerged, and VR large spaces are set to become a new offline entertainment method by 2024, integrating immersive experiences with cultural IP [2] Group 1: Key Technologies of Immersive Interaction - Extended Reality (XR) technology, encompassing VR, AR, and MR, is a crucial driving force in the development of immersive interaction [4] - The four core elements of XR technology are undergoing significant upgrades: - Display technology is evolving towards thinner, lighter devices with improved clarity [7] - Chip technology is advancing towards high computing power, low power consumption, and multifunctionality [7] - Interaction technology is integrating gesture recognition, eye tracking, voice interaction, and brain-computer interfaces for a multimodal experience [7] - Acoustic technology is enhancing sound source localization and creating a multi-sensory immersive experience [8] Group 2: Industry Applications of Immersive Interaction - XR technology has matured in various sectors in China, with active applications in entertainment, sports, cultural tourism, and industrial fields [8] - In the entertainment sector, XR technology is being integrated into gaming, live streaming, and film, with over 21,000 content pieces available on major VR platforms by the end of 2024 [11] - The sports industry is leveraging XR technology to innovate sports experiences, enhancing audience engagement through interactive viewing platforms [14] - In cultural tourism, XR technology is being used for smart guiding, immersive space creation, and digital preservation of cultural heritage, aligning with consumer demand for deep experiences [17] - The industrial sector is utilizing XR technology across various stages, including R&D design, production assembly, quality inspection, and maintenance, improving efficiency and reducing costs [20] Group 3: Future Trends - Generative AI is revolutionizing 3D content production, enabling efficient creation of models, scenes, and animations, and enhancing interactive capabilities [21] - Brain-computer interfaces are expected to deepen immersive experiences by allowing direct communication between the brain and external devices [24] - Spatial computing is emerging as a new paradigm, merging physical and virtual worlds to create seamless interactions and expand user experiences [25][27]

Group 1 - The number of registered museums in China has reached 7,046, with 43,000 exhibitions planned for 2024, attracting 1.491 billion visitors, a year-on-year increase of 15.5% [1] - The rise of digital cultural exhibitions has created a wave of interest in cultural heritage, facilitated by the innovative ideas of digital curators [1] - Digital curators like Zhang Likun are transforming traditional artifacts into digital representations using technologies such as 3D modeling and laser scanning [3][5] Group 2 - Zhang Likun, a digital curator at Nanjing Museum, has transitioned from a network technician to a digital curator, reflecting the growing demand for digital talent in museums [3][5] - The digital project for the precious collection "Kunyuan Wanguo Quantu" is a significant initiative, with Zhang Likun as a key member of the curatorial team [3][5] - The digital presentation of cultural heritage is a collaborative effort requiring coordination among various professionals, highlighting the complexity of the digital curation process [5][9] Group 3 - The team is preparing for the initial acceptance of the digital project after nearly a year of preparation, showcasing the meticulous nature of the process [5][7] - Positive feedback from experts during the VR exhibition indicates the project's success, yet the team remains focused on further preparations for the official launch [9] - Digital curators are creating immersive experiences that allow audiences to engage with cultural heritage in innovative ways, effectively opening a "time capsule" of history [9][11]

Group 1 - The global XR (AR/VR) display shipments are expected to grow by 6% year-on-year by 2025, with AR devices experiencing a significant growth rate of 42%, compared to VR devices' modest growth of 2.5% [1] - The anticipated growth in AR is driven by the introduction of new AR smart glasses that utilize displays for AI-supported applications rather than just media consumption [1] - In 2024, a significant decline in display panel shipments is expected as XR device manufacturers clear inventory and adjust business plans, with the release of Meta Quest3S contributing to this decline due to its single LCD panel design [1] Group 2 - LCD technology is projected to dominate VR display technology, accounting for 87% of shipments in 2025, used in both entry-level and high-end devices with advanced technologies [1] - In the AR sector, the share of silicon-based OLED is expected to decrease to 75%, allowing more room for MicroLED and LCoS display technologies [1] - The report anticipates a continuation of the recovery trend in 2026, with AR display panel shipments increasing by 38% and VR by 2.1%, although uncertainties exist due to U.S. tariffs on Chinese goods affecting XR device demand [2]

Core Insights - The humanoid robot sector has reached a peak in 2023, with significant developments and public interest surrounding the technology [1][3][10] - Major companies like Tesla, Lenovo, and Midea are competing to establish themselves in the humanoid robot market, which is projected to be worth trillions [4][10] Group 1: Company Developments - Midea plans to deploy its self-developed humanoid robots in its washing machine factory in Hubei by May 2023, with roles in machine operation, equipment inspection, and logistics [1] - Tesla's Optimus humanoid robot is on track for mass production, with expectations to have thousands in use by the end of 2023 and a projected annual output of over one million units within four to five years [6][10] - Lenovo has introduced its first humanoid robot, capable of interacting with customers and providing product recommendations, showcasing rapid response capabilities [6] Group 2: Market Trends - The Chinese humanoid robot market saw over 4 billion yuan in financing in the first quarter of 2025, with more than 30 financing events [3] - TrendForce predicts that the market value of humanoid robots in China will exceed 4.5 billion yuan by 2025 [3] Group 3: Technological Innovations - VR training is becoming a crucial tool for the development of humanoid robots, allowing for efficient training through real-time data mapping of human operators [11][15] - Companies like Tesla and Meta are exploring the use of VR and AR technologies to enhance robot training processes, which could revolutionize the efficiency of humanoid robot development [13][15] Group 4: Competitive Landscape - Various tech giants, including Baidu and Tencent, are investing in humanoid robot companies and developing their own AI models to strengthen their positions in the market [8][10] - The competition in the humanoid robot sector is not just about technology but also about capturing market share and shaping the future of intelligent manufacturing [10]