The team led by AI scientist Li Feifei recently released the latest results of embodied intelligence: large models are connected to robots, complex instructions are transformed into specific action plans, and humans can give instructions to robots in natural language at will. What's more, by combining LLM (Large Language Model) + VLM (Visual Language Model), the robot's ability to interact with the environment is further improved, and the task can be completed without additional data and training.
How to solve the problem of scarcity of training data will become the first major obstacle in the development of embodied intelligence and even artificial intelligence. Li Feifei's team named the system VoxPoser, which requires additional pre-training compared to traditional methods, which allows the robot to complete under the premise of zero samples, solving the problem of scarcity of robot training data. Machine vision is an application and technical direction of AI deep learning, whether it is humanoid robots or intelligent driving, it is one of the landing directions of machine vision. West China Securities believes that Tesla has similar advantages in the path of intelligent driving and humanoid robots in machine vision. West China Securities pointed out that robots are the next heavyweight landing scene of AI, superimposed with large models such as ChatGPT to achieve industrial resonance, which is expected to bring an unprecedented blue ocean of trillions in the future, and is expected to empower thousands of industries. In the context of major manufacturers accelerating the layout of AI algorithms and robot industry chains, while seeking the possibility of landing scenarios in multiple fields, the beneficiary areas include: robot industry chain, machine vision, and large models in the field of vision.
Among the listed companies, Chuangda provides full-stack robot products integrating software and hardware, covering almost all current robot scenarios and many robot manufacturers around the world, and is promoting the Rubik cube model to achieve the ultimate product goal of robots. The large model of Rubik Cube has been cooperated with car manufacturers and customers and has been applied in the voice assistant and 3D graphic image of the intelligent cockpit. MLS has developed the core lens of lidar for unmanned driving applications, and has developed high-precision lenses for autonomous driving technology. LiDAR technology is widely used in ADAS (Advanced Driver Assistance Systems), autonomous driving, industrial automation and other fields. The 3D iToF camera Femto Mega, jointly developed and manufactured by Obi Zhongguang, Microsoft and NVIDIA, was officially released in mass production in early 2023, and can be mainly applied to 3D vision development in healthcare, logistics, robotics, manufacturing, industrial, retail and fitness solutions.
Tesla enlarged the move, Model 2 is coming? The trend of FSD's entry into China is becoming clearer
According to reports, the governor of the Mexican state of Nuevo León revealed that Tesla has completed the design of the next generation of mass-market electric vehicles, tentatively named Model 2, which will be the world's "best" and "most economical" electric vehicles.
Recently, Tesla updated its FSD algorithm to v11.4, and the improvement of algorithm functions makes this upgrade realize the end-to-end capability of FSD, that is, intelligent driving functions including high-speed piloting, urban road navigation and parking. Tesla prioritizes improving vehicle performance over introducing new features that can react faster to the environment and adjust the vehicle's speed when necessary, ensuring a safer experience for everyone involved. CITIC Securities judged that FSD has come to the eve of official landing, and it is expected that the next generation V12 version will officially remove the beta and penetrate to a wider range of consumers. Outside North America, Tesla is also actively promoting the landing process of FSD, and the trend of entering China is becoming clearer, which is expected to accelerate the intelligent process of Chinese car companies as a whole.
Among the listed companies, the intelligent driving domain controller with embedded L3 function was supplied in a model of Hongqi in 2020, the domain control product based on the TDA4 scheme was mass-produced in Nezha Automobile this year and obtained a new fixed point, the domain control product based on the Mobileye EQ4/EQ6 solution is under development, and the high-level intelligent driving operation solution for closed road L4 has been applied in some ports. The subdivision of Huaan Xinchuang's business is the cockpit electronics industry in the automotive electronics industry. Dongfang Xinchuang (Beijing) Automotive Technology Co., Ltd., a holding subsidiary, is mainly used to invest in the construction of autonomous driving and intelligent assisted driving software and hardware integration solution research and development and industrialization projects. Keboda is a leader in the field of automotive controllers, in the domestic chassis controller and chassis domain controller market in the leading position, in the has obtained Xpeng, Geely, BYD and domestic head independent brands and other customer products on the basis of the basis, is actively exploring international market customers, at present the company has accelerated the in-depth cooperation with Volkswagen, BYD, Geely, Xpeng and other domestic and foreign head enterprises in new energy vehicle customers.
The product is known as the "crown of analog chips", and the demand for automotive + energy storage + consumer electronics is growing rapidly
Battery management chips (BMIC) in the automotive, energy storage and consumer electronics and other fields of downstream application space is broad, the agency pointed out that with the acceleration of the penetration of new energy vehicle 800V high-voltage platform, the continuous increase in energy storage installed capacity and the iterative innovation of consumer electronic products, it is expected to inject new growth momentum into BMIC.
BMIC has a high technical threshold and high requirements in both digital and analog dimensions. BMIC belongs to a digital-analog hybrid chip, and the technical barriers of digital terminal, SOC/SOH algorithms and other functions are high, and the ability of the digital core to coordinate on-chip resources also has high requirements; At the analog end, high-precision and low-noise sampling circuits, high-voltage processes, etc. also depend on the company's deep accumulation in analog circuit design. Due to the extremely high technical threshold, BMIC is also known as the "crown of analog chips". According to Caitong Securities, the BMIC market size in the world's major downstream fields is expected to grow to 8.031 billion US dollars by 2026, with a CAGR=13.55% from 2021 to 2026. Limited by complexity and data availability, a large number of long-tail markets (such as toys, etc.) are ignored in the calculation, so the actual market space is larger. In terms of downstream fields, energy storage, electric vehicles, pan-consumption (wearable) and other fields have a rapid growth rate, with CAGRs of 72.34%, 40.07%, and 14.50% from 2021 to 2026, respectively.
Among the listed companies, a number of power management IC products independently developed and designed by Altran Electronics have passed AEC-Q100 and other automotive-level certifications, and have been introduced into Geely, Great Wall, Changan, BYD, Hyundai, FAW, Kia, Chrysler, Volkswagen, Xpeng, NIO and other well-known domestic and foreign automobile manufacturers. Zhongying Electronics has a number of battery pack manufacturers in lithium battery management chips, automotive-grade lithium battery management chips are still in the development stage, the company's lithium battery management chips in mobile phones, laptops, electric bicycles and sweeping robots and other fields have gradually achieved local replacement, sales in the leading group of domestic brands. As of 2022, the product sub-categories will reach 42 categories, with a total of more than 1,000 product models, which have their own unique competitive advantages in various market segments.
UnionTech UOS won the bid for the Linux server operating system procurement project
A few days ago, China Resources Digital Technology Co., Ltd. released the "Xinchuang Commercial Distribution Linux Server Operating System Procurement Winning Result Announcement", the winning bid result shows that UnionTech Software won the bid 60% share! In the field of server operating system, UnionTech UOS Server Edition has entered a number of key industries, in addition to winning the bid for China Resources Digital Project, it continues to provide high-quality services for customers such as China Reserve Grain Group, PICC Property & Casualty Insurance, China Post, China Rare Earth, Sinochem Group, China Southern Power Grid, and China Railway Group.
According to iMedia consulting data, thanks to the rapid development of China's digital economy, the scale of China's information and innovation industry will reach 2.09619 billion yuan in 2023 and is expected to reach 3.70113 billion yuan in 2027. Zheshang Securities pointed out that from the perspective of the development of the information and innovation industry in the past three years, the domestic IT infrastructure and software and hardware have carried out a lot of adaptation work, the mainland information and innovation industry has entered a new stage of "easy to use" development, and the information creation is a major industrial trend in the next 5-10 years, and the second half of the year is expected to become the first direction of the performance of the computer sector.
In terms of the company, ArcherMind holds 32.31% of UnionTech Software, and signed a cooperation agreement with NVIDIA to become its ecosystem software partner. Hengwei Technology has been committed to the porting of embedded operating systems, underlying driver development and hardware platform support, including embedded Linux, CentOS support in domestic platforms, and cooperation with domestic operating systems such as Kirin and UnionTech.
The industry's first AI digital anchor officially debuted in the live news broadcast
According to media reports, Yi Ke, the digital anchor of Yicai, as the industry's first multi-dimensional image artificial intelligence digital anchor, began to join Yicai's live broadcast program on July 10.
According to iMedia consulting data, the core market size of virtual humans is expected to reach 48.06 billion yuan by 2025. Caitong Securities said that AI brings cost reduction and efficiency increase, opens up the commercialization space of the virtual human industry, and further enriches the business model of the virtual human industry with application scenario expansion, and the AI virtual human industry is expected to achieve a virtuous cycle of commercialization, technological progress and application expansion.
In terms of the company, Aofei Entertainment cooperates with Xiaoice companies to jointly promote the industrialization of "IP+AI", and the company's virtual idol studio includes Super Flying Man team members Leddy, Xiaoai, Sheriff Bao, as well as popular IP characters such as Mackey, Duoduo, Beacon Bear, Bala La Fairy Group-Xiaolan, Yan Lili and so on. The digital virtual human developed by Jincai Internet has been launched.
The China-led ISO Automotive Millimeter-Wave Radar Working Group has made significant progress
Recently, the 2023 annual meeting of the International Organization for Standardization Committee on Road Vehicles Sub-technical Committee on Electrical, Electronic Components and General Systems (ISO/TC22/SC32) was successfully held in London, England, at which three automotive radar PWI projects led / jointly led by China made significant progress, the three standards were ISO/PWI13228 "Road Vehicle LiDAR Test Methods" and ISO/PWI13389 Test Method for Detection Performance of Millimeter Wave Radar for External Perception of Road Vehicles", ISO/PWI13377 "Coordinated Interference Suppression of Millimeter Wave Radar for Road Vehicles".
Millimeter-wave radar has the advantages of small size, high precision, strong stability, and high cost performance, and can provide environmental perception for intelligent cars around the clock. Shenwan Hongyuan Securities Research Report predicts that the increase in the proportion of 5V5R solutions + the increase in ADAS penetration will drive the market size of China's passenger car millimeter-wave radar market to rise from 5.2 billion in 2021 to 20.4 billion in 2025.
Among the listed companies, United Optoelectronics' millimeter-wave radar and related application products have mature technology, and have obtained a number of OEMs, which are the leading new energy vehicle factories in China (including new forces), participated in the research and development of a number of models, and have shipped small quantities. The products of Gao Suzhou Haomibo are mainly automotive millimeter-wave radar and intelligent driving assistance system ADAS, and Suzhou Haomibo's 4D imaging radar has obtained mass production orders from car manufacturers.
In 2023, the new installed capacity of domestic industrial and commercial energy storage will exceed 8GWh, a year-on-year increase of 300%
GGII preliminarily predicts that the new installed capacity of domestic industrial and commercial energy storage will reach 8GWh in 2023, a year-on-year increase of 300%. With the successive introduction of industrial and commercial energy storage policies in Zhejiang, Jiangsu, Guangdong and other places and the expansion of the peak-valley price difference in many places, the economy of industrial and commercial energy storage has gradually emerged. At the same time, under the background of dual control of energy consumption and power rationing, the requirements of enterprises for energy stability and independence have been further improved, and industrial and commercial energy storage has gradually been recognized and accepted by end customers.
At present, the electricity consumption of the whole society continues to grow, coupled with the extreme and continuous high temperature in summer, the domestic power supply and demand is expected to show a relatively tight state, and industrial and commercial energy storage has become the first choice for enterprises to reserve electricity. Analysts believe that the current barriers are not obvious in the competitive landscape, and new players can achieve corner overtaking through capital financing, differentiated market development, sales channels and brand building.
Among the listed companies, Keller is committed to the investment, construction and operation and maintenance of industrial and commercial distributed photovoltaic power plants, among which the field of distributed energy storage has first-mover advantages and customer channel barriers. Silicon Energy Technology has accelerated the development pattern of "industrial and commercial energy storage operation + household storage product R&D and manufacturing" energy storage business, and the peak-valley price difference in Zhejiang will continue to increase after the power reform, and the return on energy storage investment is expected to further increase.
Related individual stocks: Obi Zhongguang +0.15%, Hengwei Technology -0.05%, Jincai Interconnection -0.67%, Aofei Entertainment -1.13%, Xinneng Technology -0.22%, Zhongying Electronics +3.02%, Robot +0.07%, Yachuang Electronics - 2.43%, Keboda +0.21%, Keller +1.25%, United Optoelectronics +0.05%, Zhongding - 0.07%, Zhongke Chuangda 0.00%, Jingwei Hengrun -0.54%, ArcherMind Technology - 1.09%, Huaan Xinchuang - 2.52%, Aiwei Electronics+1.52% MLS - 0.61%, China Rare Earth - 1.42%
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