Xiaomi and Huawei have entered the running fray; where is the "battle of a hundred mirrors" headed?
① There is ongoing speculation in the market about major companies entering the AI glasses segment, making AI glasses a hot field; ② Analysis suggests that with AI support, the shipment volume of AR glasses is expected to exceed 30 million by 2030; ③ Multiple interviews with reporters have revealed that there are challenges to be solved in both software and Hardware aspects of AI + AR glasses.
Sales of high-end optical modules have surged! Zhongji Innolight's net income last year increased by 137.90% year-on-year | Earnings Reports insights.
Thanks to the continuous construction of computing power infrastructure by end customers and strong growth in capital expenditure, Zhongji Innolight's sales of 800G and 400G high-end optical modules have greatly increased, with both revenue and net income significantly rising year-on-year.
"Cyber Traditional Chinese Medicine" has become popular! The Server crashed, Orders surged, yet there are still technical and policy issues to be resolved.
① The founder of an AI Traditional Chinese Medicine (TCM) app stated that with the popularity of DeepSeek, the interest in AI TCM has increased, leading to a rapid growth in the number of users after the New Year, causing the Server to crash multiple times. Additionally, industry insiders indicated that the Industry will enter a phase of explosion. ② Several AI TCM brain system service providers expressed their active connection to DeepSeek, and new players have begun to enter the market, leading to market iteration and reshuffling.
Apple entering the foldable smartphone market is expected to bring significant incremental Orders to related manufacturers.
Market news indicates that Apple plans to finalize the supply chain for the foldable iPhone by April this year and expects to begin large-scale production of related components in the second half of this year. This phone is expected to be released in the second half of 2026.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
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The Indonesian government has signed an investment agreement with Apple, and the ban on selling the iPhone 16 will be lifted.
① The Indonesian government has signed an investment agreement with Apple to pave the way for the resumption of iPhone 16 sales in Indonesia; ② The agreement includes the establishment of a factory on Batam Island to produce AirTags, operated by Luxshare Precision Industry; ③ This investment agreement is a victory for Indonesia, as the country's tough strategy has yielded results.