计算机行业：2025年全球及中国智能座舱行业研究报告（精华版）-头豹研究院

半导体行业：科技自立，打造国产高端封装新时代－2025年中国先进封装设备行业

Wireless microphones are audio devices that transmit sound without using physical cables. Instead, they use radio frequencies (RF) or Bluetooth technology to send audio signals to a receiver. These microphones are used in broadcasting, live events, sports, corporate meetings, education, and entertainment industries. Unlike wired microphones, which limit movement, wireless microphones offer freedom, convenience, and flexibility.

Cable assemblies are made of several cables or wires combined in a single unit for safety and reliable data and electric signal transmission. A cable assembly can be created using different types of casings such as straps, cable ties, cable lacing, sleeves, electrical tape, conduit, braiding, a weave of extruded string, or a combination of these materials to increase the efficiency of products.

Consumer drones are unmanned aerial vehicles that are remotely controlled or fly autonomously with the help of software. They can sustain their flight and fly within the line of sight of the operator and are used to capture pictures and for making videos while it is flying.

Batteries for smart wearables are energy storage devices specifically designed for use in wearable technology, such as smartwatches, fitness trackers, and augmented reality glasses. These batteries are compact lightweight, and provide a reliable power source to enhance the functionality and performance of smart wearables. They typically employ advanced lithium-ion or lithium-polymer technologies, offering improved energy density, longer operating times, and fast charging capabilities. With their small form factor and efficient power management, these batteries ensure optimal user experience and seamless integration of smart wearables into daily life.

A detachable tablet is a portable electronic device that includes numerous features such as a touchscreen, a detachable keyboard, a system on chip (SoC), a random-access memory (RAM), and a storage memory. Detachable tablets can be used as a laptop as well as a tablet, wherein the keyboard is not hardwired to the display monitor, unlike convertible notebook keyboards.

An air quality sensor is a device used to detect the concentration of pollutants in the air. It can usually measure two or more air quality indicators, such as temperature, humidity, carbon dioxide, carbon monoxide, ozone, formaldehyde, benzene, PM2.5, PM10, etc. It is an important part of the air purifier and fresh air system. Further, the air quality sensor's working principle is to detect gas and particulate matter indicators in the air through optical, electrical, thermal, and other methods.

Blood glucose monitoring devices are medical devices used to measure the levels of glucose in the blood of individuals with diabetes or other conditions that affect blood sugar levels. These devices are typically used by individuals to monitor their blood glucose levels on a regular basis, often multiple times per day, to manage their condition and make informed decisions about diet, exercise, and medication.

Cable conduit systems are protective enclosures used to route and safeguard electrical wiring in residential, commercial, and industrial settings. These systems, made from materials such as metal, plastic, or fiber￾reinforced composites, shield cables from physical damage, moisture, chemical exposure, and electromagnetic interference. They ensure safe and organized electrical installations, supporting compliance with safety regulations and enhancing the longevity and reliability of electrical systems in various environments.

A centrifugal compressor is a turbo or dynamic compressor with a radial design. It works by increasing the kinetic energy of the gas with a high-speed impeller and converting the kinetic energy into increased pressure in a divergent outlet passage. It is widely used for compressing large volumes of gas to moderate pressures. The main characteristics of a centrifugal compressor are a constant flow of fluids, constant-pressure functioning, and enhanced performance in extreme conditions such as changes in inlet temperatures. It is widely used in automobiles, oil and gas, natural-gas processing, refrigeration, air-conditioning, and heating, ventilation, and air conditioning (HVAC).

Cables and accessories connect two or more devices, allowing electrical signals or power to be sent from one to the other. In electronic devices, cables are commonly used for power and signal circuits. Undersea cables are used for long-distance communication. Power cables, particularly high-voltage cables, are used for bulk transfer of alternating and direct current power

An automatic and smart pet feeder dispenses food in pre-measured quantities at timed intervals into the pets feeding dish. They are available in a wide range of sizes, materials, and programming options. While automatic pet feeders are characterized by the timer feature, smart pet feeders are Wi-Fi enabled. Most smart pet feeders are incorporated with a camera that enables the users to visually monitor the pets.

Hearing aids are devices typically fitted in or behind a wearer ear. These are designed to amplify and modulate sound. A typical hearing aid includes a microphone, receiver or speaker, and amplifier and is powered by a battery.

三大增量助力推理算力需求加速。AI 算力消耗开始从训练走向推理，并且带来显著的算力增量，探究背后增量需求主要来自三方面：一是各家互联网大厂纷纷加速 AI 与原有业务结合；二是 Agent 和深度思考推理的结合，通过两者结合，Agent 执行任务准确率大幅提高，Agent 执行一次任务平均消耗 token 达到十万亿的量级，大幅超过 AI 搜索单次问答 token 消耗，并且能延伸到更多开放式场景，同时多 Agent 协作的 群体智能也已开始逐步商用化，过去复杂、多步骤的任务可通过Agent 实现，Agent 的普及将带来推理算力需求的大幅增长；三是多模态，随着多模态生成的图片及视频质量今 年均显著提升，今年 AI 营销内容占比提升十分明显。

基带芯片知多少：基带芯片是连接中央处理器和射频芯片的一个负责处理信息的重要器件，其性能直接影响到手机通话质量、数据传输速度以及网络连接能力。目前主流的基带芯片主要有集成式和外挂式两种形式。集成基带在功耗控制和信号稳定上明显优于外挂基带。当通信制式升级，新技术迭代中往往会产生暂时性的外挂方案。随着 5G 通信技术的完善，集成基带方案仍然是技术发展的主要趋势。

计算机行业：中东加速算力建设，国产大模型或将面临更多生态围堵

电子行业：双碳目标下的算力突围，解码环保龙头垃圾焚烧发电+AIDC的估值跃迁路径－深度研究报告

计算机行业：看好AI+国产人形机器人产业链

辅助加热系统为托卡马克核聚变的必要装置。1）核聚变为什么需要一亿度以上高温：核聚变需要较高的温度促进氘氚原子克服库伦斥力接近到足够近的距离发生核反应，氘氚原子发生聚变反应的温度条件相对较低，但也需要在 1 亿度以上。2）辅助加热系统为必要装置：单靠中心螺管只能把等离子体加热到 0.2 亿-0.3 亿度，一亿度的聚变触发条件需要额外的辅助加热系统才能达成。以 ITER 为例，该核聚变装置匹配了四类辅助加热系统，分别为中性束加热系统（NBI）、离子回旋加热系统（ICRH）、电子回旋加热系统（ECRH）以及低杂波加热系统（LHCD）。托卡马克装置辅助加热系统价值量占比约为 7-8%。根据《Superconductors For Fusion: A Roadmap》，ITER 项目、DEMO 项目中，加热和电流驱动（辅助加热系统）价值量占比达 7%、8%。