MR content shooting "zero threshold", Apple headset or drive the growth of AR VR content demand;②web3.0 is expected to integrate and develop with AR VR, AI and other technologiesMicrosoft Copilot has added a blockbuster AI feature that can generate songs with just a short text description.
Recently, Apple updated iOS 172 system, officially launched the "space**" shooting function, which pressed the accelerator button for Apple's Vision Pro to be launched, and also increased the industry's attention to high-MR headsets.
In the past, shooting spaces** required the use of professional equipment and technology, which was relatively costly. As a result, there is almost no user-generated content (UGC) on the platform, so it is rarely distributed among users. Now the iPhone 15 Pro supports spatial shooting, which can greatly reduce the cost of shooting, so that ordinary users can easily shoot with a sense of three-dimensional and realistic, which is conducive to promoting the development of UGC. According to Data Bridge, the global VR content creation market will be worth 2,426 by 2030, according to the open source** analysisUS$8.8 billion, with a compound annual growth rate of 47%, the market space for emerging application scenarios is broad. Apple's leading MR headset experience may drive an increase in overall MR device shipments and an increase in demand for AR VR content.
As one of the earliest companies in the industry to develop and launch XR virtual shooting solutions, Alto Electronics has undertaken more than 60 medium and large-scale XR VP virtual studio projects around the world, and has successfully applied them to many well-known film and television production companies at home and abroad and Fortune 500 companies, such as Tencent, Microsoft, Amazon, China Film Group, etc. Jiachuang Video has obtained the VisionOS SDK and simulator, and is initially carrying out project migration and development testing. In addition, the company's metaverse pan-entertainment platform Mirage 1, which includes VR games, VR live broadcasts, and VR social halls, has been launched on PICO VR and iQiyi VR applications. Hengxin Oriental has the ability to develop content production suitable for all kinds of VR AR MR hardware terminals, the company said that there is no product launched in Vision Pro at present, there is no technical obstacle to the transplantation of existing content in theory, and the company will consider whether to transplant existing products or develop new MR content according to market demand and business needs.
web3.0 is expected to integrate and develop with AR VR, AI and other technologies
The Ministry of Industry and Information Technology said in its reply to Proposal No. 02969 of the first session of the 14th National Committee of the Chinese People's Political Consultative Conference that in the next step, the Ministry of Industry and Information Technology will strengthen coordination and interaction with relevant departments to promote Web30. Technological innovation and high-quality development of the industry. Improve the top-level design. Strengthen Web30 investigation and research, the development of web3 in line with China's national conditions0 development strategy document, clear web30 development path, technical focus, application mode, handle the relationship between inheritance and innovation, development and security, and market, supply and demand.
web3.0 is the value of the Internet, web30 is a set of 2 inclusive protocols that provide the building blocks for application makers, where content is created by users, data is owned by users, and everyone is in control of their (digital) identity, assets, and data. Its technical architecture is subversive, with the characteristics of non-tampering, collective maintenance, and transparent rules. web3.0 is an important direction of the new generation of Internet ecology, which combines the physical layer, digital information layer, and spatial interaction layer, and superimposes a new generation of information technology such as AR VR, 5G, edge computing, cloud computing, AI, and image rendering, which can create a "holographic Internet". web3.0 will be integrated with AR VR, AI and other technologies. Lv Tingjie, executive vice president of the China Information Economics Society, believes that there will be a huge revolution in the Internet within 5 or 8 years, which is web30;web3.0 is expected to become a value engine to promote the development of the digital economy.
Among the listed companies, Hengxin Oriental is in Web3The 0 field is positioned to upgrade web3 for the domestic digital creative industry0 general demand to provide overall web30 solutions and infrastructure R&D and construction services. In addition, the company is one of Huawei's content partners in the VR section, and the company uploads programs on Huawei's VR platform. Zhidu shares have independent intellectual property rights of the underlying technology of the blockchain Zhilian 20, a complete alliance chain ecology has been built, which is currently based on Zhilian 20 technology has completed the construction in the fields of **chain finance, smart government affairs, traceability and anti-counterfeiting, and metaverse, and has advantages in realizing data rights confirmation, which is web30. As an enterprise deeply engaged in the field of Internet services, Tiandi ** will be based on Web 3 in 20220 and the metaverse ecosystem have gradually established a virtual digital business system, and have carried out business layouts in the fields of digital humans, XR live broadcasts, virtual scenes, and digital collections.
Microsoft Copilot has added a blockbuster AI feature that can generate songs with just a short text description.
According to ** reports, Microsoft Copilot recently reached a cooperation with AI** creation platform SUNO to launch a new feature that allows Copilot to automatically generate song clips containing instrumental music, lyrics and singing just by entering a short text description. Microsoft says that users don't need any production experience, they just need to have inspiration in their heads to create easily.
Due to the relatively high professional threshold and the difficulty of obtaining structured data, the development of computer vision and natural language processing is slower than that of computer vision and natural language processing. In terms of market size, some analysts said that the domestic digital market has exceeded 150 billion yuan, and most of the creators are independent young creators, and the AI audio model will bring creative convenience and income generation space.
Among the listed companies, Shengtian Network's AI** social products have been put on the shelves, including the evolution of AI singing voices in the sound category, Airap covers and other functions. Kunlun Wanwei has formed six AI business matrices: AI large model, AI search, AI game, AI **, AI animation, and AI social. The Kreadoai product launched by eclickworld can provide global users with multi-scenario solutions including AI digital oral broadcasting: 1 real digital human clone, voice voiceprint cloning, AI-generated marketing copywriting, AI text dubbing, etc.
*The new update of the redraw tool DomoAI attracts 10,000 people to try 3 According to **report, the new AI application DomoAI only needs to give the AI some original**, and it can help you change ** to the style you want, such as anime style, pixel style or 3D ** style. After the release of the **to** function, the number of community users skyrocketed, from 10,000 users to 20,000 users in just 4 days.
It is reported that DomoAI is an AI-based enlargement and enhancement tool, which allows users to input text or, allowing AI to generate high-resolution and high-detail paintings. Tianfeng International believes that a new round of AI technology competition is currently open in the world. Large technology companies have changed the business model of traditional AI solutions, focusing on the research and development of AI large language models, and deepening into more cutting-edge multi-modal large models. In the context of the continuous outbreak of the AI wave, multimodality is expected to usher in a comprehensive outbreak opportunity and drive the rapid development of all links in the industrial chain.
In terms of the company, Wondershare Technology's "Tianmu" is the first domestic multi-parameter multi-model focusing on creative applications as the core, which is composed of a large model, an audio model, a large model, and a text model, covering the current market's language, audio, and image large model capabilities, including visual, audio, and language multimodal AI generation and optimization, and has core capabilities such as one-click filming, AI art design, literacy, audio enhancement, sound analysis, and multilingual dialogue. The Tiangong model under Kunlun Wanwei has maintained high-frequency iteration and made important breakthroughs, and the logical reasoning ability, text comprehension ability, and multimodal ability of "Tiangong" have performed well in many world-renowned evaluation sets.
Tesla embraces wireless charging, and officially confirms that inductive charging technology is under development.
According to **, Tesla's chief designer Franz von Holzhausen said: "Tesla is developing inductive charging technology, which does not need to plug in anything, just drive the car to the charging pad in the garage and start charging automatically." ”
Analysts pointed out that the interconnection of all things is the trend of the times, and the charging industry will migrate to the direction of wireless charging. With the maturity of wireless charging technology, there will be more and more devices supporting wireless charging in the future, and electric vehicles will become the most potential market in the application field of wireless charging equipment.
In terms of the company, Evatran, a shareholder of VIE Technology, is a manufacturer and leader in the high-power wireless charging system for electric vehicles, and is also a pioneer in bringing wireless inductive charging technology for electric vehicles to the market. Joyson Electronics is engaged in the commercialization of high-power charging, wireless charging, and automotive power electronic components, including charging and boosting modules, multi-function DC voltage converters, and on-board chargers.
The first digital human IP library in China was launched, creating a "personal homepage" for digital humans
On December 19, China's first digital human IP library "Yuanli Trend Network" was officially launched, providing digital human IP with services such as "personal homepage", influence evaluation, and brand cooperation. Relying on the "China Virtual Digital Human Influence Index", the platform is guided and established by the State Key Laboratory of Convergence and Communication of Communication University of China and the Digital Human Research Institute, with the participation of digital human industry chain platforms and institutions such as Central **, NetEase Fuxi, iFLYTEK, Xiaoice, Lenovo Shanghai Research Institute, Blue Universe, Xinhua Xinshi, and Black Mirror Technology.
Digital human IP faces challenges such as design, production, intelligence, operation, and industry standards, but the rapid iteration of AI technology will also bring strong empowerment to the virtual digital human industry. In 2022, the core market size of China's virtual humans will be 120800 million yuan, a year-on-year increase of 942%, which is expected to reach 480 in 2025600 million yuan. Analysts believe that driven by the digital transformation of traditional industries and the demand for cost reduction and efficiency increase, the business needs of China's AI digital human will be further released, and in the future, AI digital human will develop in the direction of emotion and humanity, providing enterprises and individuals with services closer to the needs of users.
Among the listed companies, Lingnan has established a long-term strategic cooperative relationship with Tencent, fully integrated and given full play to their respective business and technological innovation advantages, and actively explored the artificial intelligence industry around AI, digital virtual humans, VR AR, immersive experience, holographic technology, etc. Shanghai Qianhong Culture, a subsidiary of Huayang Lianzhong, and its digital technology partner (DigitalProductionLab) jointly launched the avatar "AIMEE", and has continuously tried a series of commercialization projects and cases under technological iteration and innovation.
HUAWEI CLOUD has applied for a patent for phase change immersion liquid cooling, which can be used in balanced application scenarios with multiple node device chassis.
According to the announcement of the State Intellectual Property Office, Huawei Cloud Computing Technology has applied for a project called "Computing Equipment, Nodes, and Management and Control Devices Based on Phase Change Immersion Liquid Cooling System". According to the patent abstract, the management control device can be used in a balanced application scenario with multiple node device chassis.
Nowadays, generative AI technologies and applications are rapidly being promoted, and high-power application scenarios such as AI computing power continue to be implemented, which puts forward higher requirements for data center cooling equipment and technology. Tianfeng** research report pointed out that in the future, with the increase in the application of A100 servers, the power consumption of data center cabinets may be further improved, and the power of a single cabinet may exceed 30KW, which is more suitable for the application of liquid cooling solutions, thereby driving the demand for liquid cooling applications in data centers. The agency estimates that by 2025, the scale of China's data center liquid cooling market will reach about 35.9 billion yuan, with a CAGR of 724%;The liquid cooling market size of AI data centers will reach about 28 billion yuan, and the CAGR will reach 714%。
Among the listed companies, Feirongda has also developed axial fans, special radiators, single-phase liquid-cooled cold plate 4 modules, two-phase liquid-cooled modules and other products for the heat dissipation needs of servers. Gaolan has three solutions for its server liquid cooling business: cold plate liquid cooling, immersion liquid cooling and containerized liquid cooling, which can effectively reduce the PUE of large data centers.
Relevancy**. Feirongda, Tiandi**, Gaolan Co., Ltd., Jiachuang Video, Wanxing Technology, Yidiantianxia, Kunlun Wanwei, Hengxin Oriental, VIE Technology+ Joyson Electronics, Huayang Lianzhong, Zhidu Co., Ltd., Alto Electronics, iFLYTEK, Shengtian Network, Lingnan Co., Ltd.