Weekly gathering of scientific and technological views (Part 2)
VR and AR manufacturers seize the access port of the meta universe. VR / AR equipment moves towards lightweight hardware. As the entrance of the meta universe, it is the most certain profit point, and equipment manufacturers run into the market one after another. Panasonic released VR head display, microphone and temperature somatosensory equipment to enter the meta universe; Canon launched VR meta universe social platforms Kokomo, eosr5 and RF5 2mmf / 2.8L halibut lens as hardware support; Sony released psvr2 head display, which adopts the technology of one line, eye tracking and fixation rendering; TCL released lightweight ar glasses with auxiliary display function; Bhaptics, a South Korean VR somatosensory manufacturer, released lightweight flexible VR somatosensory gloves; HTC launched wireless wrist tracker as a supplement to its existing VR head display controller. From the perspective of these new products, the functions and configurations have been greatly improved, the equipment is more miniaturized and lightweight, and the price is more close to the people.
Chip manufacturers - targeting autopilot and IOT edge computing
The Internet of things moves to the edge side, and the automatic driving will increase the code. In terms of the Internet of things, Intel released the 12th generation intel core processor, which is mainly oriented to the edge of the physical network. In terms of automatic driving, NXP's first 4D imaging radar processor s32r45 with a 16nm process has been put into mass production, and a new radar processor s32r41 specially designed for L2 + automatic driving has been launched; NVIDIA released the eighth generation automatic driving platform drivehyperion; Mobileye, a subsidiary of Intel, released three chips for automatic driving. It can be seen that the Internet of things and automatic driving are the two main development directions of chip manufacturers, representing the most certain industrial trend. At the product level, in addition to pursuing smaller packaging and stronger computing power, they began to pay more attention to energy efficiency ratio.
Vehicle and supporting manufacturers - focus more on warehouse driving intelligence
Automatic driving and intelligent driving have become the new selling points of the whole vehicle. On the one hand, the iteration of the three major parts of the automobile is close to the ceiling, and it is difficult to make revolutionary changes in the engine, chassis and gearbox; On the other hand, after electrification and automatic driving, it will bring more personal space and time to the members in the car. The selling point of the new car will turn to automatic driving and intelligent driving. In terms of vehicle manufacturers, BMW launched the concept of theater screen; Cadillac launched innerspace self driving electric concept vehicle; Mercedes Benz launched the new visioneqxx concept car in the world; John Deere released the 8R self driving tractor. Tier1, Valeo unveiled the third generation scanning lidar; Suteng juchuang launched a new 128 line mechanical lidar; Mainland China demonstrated shytech adaptive stealth screen technology; Bosch brings the design concept of E-bike.
Investment advice
In terms of investment suggestions, metauniverse and 3D sensing will be new development opportunities for traditional communication enterprises, especially optical communication and sensor companies. It is suggested to pay attention to Optowide Technologies Co.Ltd(688195) , Suzhou Tfc Optical Communication Co.Ltd(300394) , Advanced Fiber Resources (Zhuhai) Ltd(300620) , Hanwei Electronics Group Corporation(300007) , Sai Microelectronics Inc(300456) ; The first place for automatic driving should be assisted driving or semi closed scenes. Combined with Siasun Robot&Automation Co.Ltd(300024) technology, there are broad market prospects for automatic driving and remote control in vertical industries such as agriculture, electric power, mining and logistics. It is recommended to pay attention to Shanghai Huace Navigation Technology Ltd(300627) , Shenzhen Neoway Technology Co.Ltd(688159) , Quectel Wireless Solutions Co.Ltd(603236) , Fibocom Wireless Inc(300638) and Meig Smart Technology Co.Ltd(002881) .
Risk tips
The shortage of upstream chips leads to the supply side falling short of expectations; Downstream application and content ecological expansion were less than expected.
