AI 语音成为基础设施，AI SOC 成长空间广阔。随着边缘 AI 推理能力的提升，语音处理正从云端迁移至终端设备，正在成为一种默认的输入方式。终端设备对 SOC 设计提出了全新挑战，即在极低成本和功耗限制下，实现毫秒级语音唤醒与自然语言理解，因此，SoC 必须采用更加模块化和高效的设计方式。根据 snappy tech news 转载的 Market.us 数据，端侧集成电路（IC）市场预计将从 2024 年的 173 亿美金增长至 2034 年的 3402 亿美金，其中 70%以上的价值用于推理任务，包括语音识别与自然识别。

为什么我们要对比哲库&玄戒？手机品牌大厂的激烈竞争中，自研 SoC 芯片一直是各大品牌共同的追求，已有的成熟案例包括海外的苹果、三星，也包括国内的华为海思，在此过程中，OPPO 也曾建立哲库团队自研芯片但无疾而终，使得大众对于更多品牌自研芯片没有抱有过高的期待。此次小米发布会重磅发布玄戒 O1 与 T1 芯片，综合性能表现普遍认为超市场预期。我们综合对比 OPPO 哲库与小米玄戒在自研 SoC 芯片过程中的共性与差异性，从发展脉络、产品布局、投入产出等方面对两家自研芯片团队做出对比。

磁传感器是系统感知层的核心器件，在技术演进与多元应用驱动下加速发展。磁传感器通过磁电转换实现非接触式测量位移、角度、电流等物理量，在降低 设备损耗的同时，具备复杂环境耐受性及性价比优势。按技术路径划分，据 QYResearch 数据，2024 年霍尔效应传感器以 64%的市场份额占据主导地位， 因成本优势与稳定性被广泛应用于消费电子及工业等领域中；磁阻效应（AMR/GMR/TMR）传感器则凭借高精度、低功耗特性加速渗透，其中 TMR 因灵敏度与温度稳定性突出，逐步在汽车动力系统、工业机器人及数据中心等高端场景实现对传统方案的替代。按功能应用划分，磁传感器包括位置、速度、开关、电流及电子罗盘等多种类型，全面覆盖汽车电子、机器人、工业、新能源及消费电子等场景。根据 Yole 统计，2023 年全球磁传感器市场规模为 29 亿 美元，2029 年将增长至 37 亿美元，CAGR 为 4%，其中汽车电子、工业和消费电子为磁传感器最主要的应用市场。

Industrial computed tomography (CT) can be referred to as a computer-aided tomographic process. It is also popularly known as X-ray computed tomography. Industrial CT equipment uses radiation to produce 3D illustrations of scanned objects from both perspectives-outside as well as inside. Apart from the medical industry, it is used in many industries for inspecting internal components.

Industrial robotics refers to the use of robots in manufacturing and industrial settings to automate repetitive, hazardous, or precision tasks. These robots are designed to enhance productivity, efficiency, and safety in various industries such as automotive, electronics, and metalworking. Industrial robots typically include articulated robots, SCARA robots, and gantry robots, each suited for specific applications like welding, assembly, painting, and material handling. They are equipped with advanced sensors, controllers, and software to perform complex tasks with high accuracy and consistency.

An instant camera is a camera that takes and prints a photograph in one self-contained unit. Accessories such as cases, filters, albums, and lenses are the added features and attachments that further improve the instant camera performance.

An intrauterine contraceptive devices (IUD) is a small, plastic, and often T-shaped device that is inserted into the uterus to prevent pregnancy. Intrauterine devices may be hormonal or copper. Intrauterine devices are the most effective long-acting reversible contraceptives (LARCs)

IV fluid monitoring devices are medical instruments or systems used to accurately measure, control, and track the flow rate and volume of IV fluids administered to a patient. These devices help ensure the correct dosage and timing of fluid delivery, minimizing the risks of over-infusion or under-infusion.

In-vitro diagnostics (IVD) instruments are medical devices used to perform tests on samples, such as blood, urine, or tissue, taken from the human body. These instruments help detect diseases, conditions, or infections by analyzing the samples outside the body (in vitro).

电子行业：自主可控加速推进，AI驱动产业创新升级－2024年年报及2025年一季报总结