A股半导体行业上市公司市场表现、估值。中国台湾地区晶圆/封测/设备/材料公司月度营收。美国、韩国地区半导体业9月产能利用率 

2024 年 11 月 29 日，AR 创新企业影目科技发布其创新成果的最 新里程碑——两款接入 AI 大语音模型的智能眼镜:INMO AIR3 和 INMO GO2。INMO AIR3 采用了类普通眼镜的外观设计，镜框中央有 一颗 1600 万像素 RGB 摄像头，用以摄影摄像、AI 识别等。相比 INMO AIR2，INMO AIR3 分辨率提升了 8.1 倍、视场角提升 2 倍，亮度提升 3 倍、刷新率提升 2 倍。INMO GO2 相比于上一代升级为双目双光机 设计，FOV 达到 30 度，在高透过的衍射波导加持下，带来了更好的视 觉体验。INMO GO2 还将在后续引入 AI 定向拾音算法，通提高在多人 环境下的翻译精准度。根据 wellsenn XR 数据，2023 年~2024 年 Q3， AI 智能眼镜领域，影目科技产品在国内市场份额位居首位，占比约 41%，具有重要产业地位，其重磅产品发布将 AI 眼镜终端的趋势继续 深化，加速发展。

电子行业：3C补贴叠加Mate70发布，消电有望加速复苏

事件:英伟达在 2024 美国超级计算机大会(SC24)上发布 GB200 NVL4 超级 芯片及 H200 NVL。  GB200 NVL4 超级芯片:英伟达新推出的 GB200 Grace Blackwell NVL4 超级 芯片集成了四个通过 NVLink 连接的 Blackwell GPU，并通过 NVLink-C2C 与两 个 Grace CPU 统一。与上一代产品相比，它为科学计算、训练和推理应用提供 了高达 2 倍的性能。GB200 NVL4 超级芯片将于 2025 年下半年上市。

人形机器人:2025年国际巨头量产、国内龙头入局，进入内外双驱、日新月异的产业扩张期 • 人形机器人产业趋势已成，行业预计从产业形成期过渡到产业扩张期，产业化发展有望显著提速。随着AGI技术持续突破、供应 链格局趋于完善、下游应用需求持续打开，人形机器人行业作为高端制造成长板块的明珠，2025年将迎来板块性投资机会。 • 特斯拉:Optimus已可通过单一神经网络学习多种技能，2025年有望进入有限生产阶段，预计率先应用于特斯拉汽车工厂内。 • 英伟达:成立GEAR(通用智能体研究实验室)并入股Figure AI，从软件平台到硬件本体，全面切入人形机器人赛道。 • 华为:华为(深圳)全球具身智能产业创新中心正式运营，整合华为各部门的具身智能相关能力，共建具身智能大脑、小脑、工具 链等关键根技术，并与16家企业签约合作备忘录。

Wearables technologies refer to electronic technologies that are embedded in wearables, such as smart bands, smartwatches, smart clothing, and smart rings. Wearable electronic devices are equipped with miniaturized electronic devices such as microchips and sensors, enabling them to perform computing tasks. The electronic devices embedded in wearables collect data and track activities, allowing the wearers to access information in real-time. The scope of the report includes smart bands, smartwatches, smart rings, wireless headphones, smart glasses, smart clothing, and head-mounted displays (HMDs).

The global synthetic aperture radar (SAR) Market is a part of the global aerospace and defense market. The global aerospace and defense market was valued at $2,407.83 billion in 2021 and reached $2,907.21 billion in 2023. The global aerospace and defense market witnessed an incremental growth of $499.4 billion and registered a CAGR of 9.9% from 2021 to 2023.

True wireless headphones are wireless audio devices that operate without any physical connection to audio sources. These headphones offer the freedom to enjoy music, podcasts, and other audio content without the constraints of wires, making them a popular choice for consumers seeking convenience and portability. True wireless headphones come in various forms including earbuds and headphones; they are equipped with advanced technologies such as Bluetooth connectivity for seamless pairing with mobile devices and active noise cancellation for immersive listening experiences. The market caters to a wide range of consumer preferences, with options available for different usage scenarios, styles, and budgets. With a focus on innovation and user experience, the true wireless headphones market continues to evolve, driven by the advancements in audio technology and changing consumer lifestyles.