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趣多侃爷
2021-09-23
$微美全息(WIMI)$
看到300
趣多侃爷
2021-06-30
$微美全息(WIMI)$
软文能不能上点心呢
趣多侃爷
2021-04-16
$微美全息(WIMI)$
软文又来了,还得跌
趣多侃爷
2021-04-14
$微美全息(WIMI)$
软文又来了,还得跌
趣多侃爷
2021-12-07
牛逼,自己给自己发称号!你这个号也是自己家的!吹牛逼成体系了!
完善元宇宙全球研发布局,微美全息发力MR行业创新应用
趣多侃爷
2021-08-09
牛逼吹的粑粑响,就是没见实物!这个飞象网就是自家建的吧,专门来发软文,骗散户!
抱歉,原内容已删除
趣多侃爷
2021-05-20
$微美全息(WIMI)$
太懒了,好几天了不发软文!
趣多侃爷
2021-04-20
$微美全息(WIMI)$
软文又来了,没有鸟关系的事情扯到一起!
趣多侃爷
2021-02-17
$微美全息(WIMI)$
这个票需要墨迹呢!走了
趣多侃爷
2022-01-06
$微美全息(WIMI)$
中概已死亡
趣多侃爷
2021-07-09
这牛皮吹的,纯属谣言
国产化后半导体产业迎来“黄金机遇” 微美全息聚焦市场取得新进展
趣多侃爷
2021-06-30
就这两三个号在发软文,是不是这几个号是自家养的?
抱歉,原内容已删除
趣多侃爷
2021-06-28
软文越来越不走心了
抱歉,原内容已删除
趣多侃爷
2021-05-06
$微美全息(WIMI)$
软文又来了,五一长假结束了!
趣多侃爷
2021-03-03
$微美全息(WIMI)$
今晚垂直发射,风来了!
趣多侃爷
2021-02-04
$微美全息(WIMI)$
今年10倍妥妥的!
去老虎APP查看更多动态
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14:19","market":"us","language":"zh","title":"看5G/AI行业百舸争流,探秘微美全息AI视觉企业生态布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2147816894","media":"砍柴网","summary":"AI在各行各业落地应用,各大企业竞相布局。微美全息为了贯彻这一使命,与学术界的深入合作,同国内外学者探索AI前沿技术,推动产业落地,开放研究成果。在微美全息AI人脸识别运营中,企业的目标客户主要包括政府、企业和个人三大类。目前在人脸识别领域仍然有困扰行业的核心问题,但微美全息AI人脸识别系统都将能最优化处理。微美全息进一步提出AI换脸系统技术研究也深受行业认可。","content":"<html><body><article><p>2021年是中国5G技术开启商用的第二年,中国已经建成全球最大5G移动网络,AI也正处于发展关键期。随着5G/AI技术的演进,更为丰富多元的应用也将迎来爆发。5G/AI如何为社会赋能,在人工驾驶、语音识别、数字化身、虚拟成像、图像处理、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>家居、智能制造等领域的应用,又会给普通百姓的生活带来什么影响。</p><p>AI在各行各业落地应用,各大企业竞相布局。各大企业运营者也在思考如何更好适应社会的发展需求,如何在这大环境下顺利起航,迎来发展的春天?伴随国家创业政策调整,<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>的需求变得复杂且多元。除对基础服务有更为深刻的要求,AI虚拟服务这项第三要素也进入了公众视野。多生态融合视觉、听觉、文本等多种模态信息,能够打破单一模式输入输出限制,从而更贴近人类真实使用习惯。对于AI交互产品来说,只有综合利用多生态信息才能更准确地理解人类需求。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13712464246/0\"/><p>在这种需求态势下,就需要企业洞悉市场的需求或者是潜在的商机。正因为企业者对多生态空间有了更多的需求和期待,计算机AI视觉全息云服务商<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>,希望实现AI多生态需求及虚拟服务功能应用多元化,价值最大化,成为有潜力、有国际影响力的全息云平台。并且针对这点进行布局,微美全息首先考虑到技术人才更多的覆盖在AI的核心能力和平台的开发上,使得更多行业技术人员做行业的创新应用者。这样能让AI在各个领域多生态遍地开花结果,达到“无行业不AI”的阶段路程,让每一行业的参与都有AI参与的影子。</p><p>微美全息AI应用方案解读</p><p>这个对AI从业者来讲并不是提出了底层的要求,其实是提出了更高的要求,只有把AI的基础能力和平台做的更好,才能让行业的IT技术人员和业内专家在平台上做更多的,更深入的行业创新及行业的代表性研究成果。微美全息为了贯彻这一使命,与学术界的深入合作,同国内外学者探索AI前沿技术,推动产业落地,开放研究成果。特成立了科学院继续加码AI前沿科技研究并与研究机构的学者达成战略合作伙伴,一起探索颠覆性的新兴科技。</p><p>在2020年,依托深圳和北京的研究团队成立的微美全息科学院,是微美全息集团与全球顶尖高校/研究机构学者之间协同创新的桥梁,促进计算机科学和全息、量子计算AI视觉等相关领域面向实际行业场景和未来世界的前沿研究。在提供研究资金、业务实验场景及其他必要的支持下,微美全息科学院开放了全息计算科学、全息通信科学、微集成科学、全息云科学四大研究主题。依靠微美全息科学院的团队力量,与海内外高校或科研机构的优秀学者们共探AI前沿科技未知,打造持续共赢的AI产学研合作生态。微美全息计算机视觉AI合成影像信息获取精细度远高于行业水平,计算机全息视觉AI合成处理能力也远远优于行业平均水平,微美全息计算机视觉呈现设置多个参数维度精确调控成像,实现高逼真度仿真效果,一马当先行业平均水平。</p><p>有如此成绩可谓行业佼佼者,但微美全息成立时间并不长。于2015年成立,2020年在美国纳斯达克成功上市,纳斯达克股票代码:WiMi。作为是在纳斯达克上市的全息概念的第一股,成绩显著。目前,微美全息云拥有全球领先的3D计算机视觉技术和SAAS平台化技术,微美全息云通过AI算法把普通影像变成全息3D内容,广泛应用在全息广告、全息娱乐、全息教育、全息通讯等领域。自成立以来就一直在从事AI虚拟产业相关技术的研究,语音合成、图像处理等技术都为AI虚拟生态技术奠定了基础。</p><p>微美全息开放AI产品矩阵</p><p>微美全息作为国内领先的科创型企业,旨在全息3D计算机视觉采集、AI合成、传输、呈现、应用的各个环节的深度研发与市场应用。截至现在,微美全息的全息AI人脸识别技术、AI人脸换脸技术和雾化粒径2-4μm全息实时成像的技术,正在应用于现有的全息行业中。微美全息投入全息AI人脸识别系统开发。它的优势能够像人眼一样直观地识别,将成为高精准人脸三维识别设备。鉴别时间只需要一秒钟,它就会快速识别。另外当你在注册系统时,它也能派上用场。比如在上传身份证材料时,识别时间只需2秒,这样的后果将进一步加大人脸识别的应用场景。且不需要复杂繁琐的程序,无论他们是什么年龄或身高都可以快速实现人脸识别。</p><p>在微美全息AI人脸识别运营中,企业的目标客户主要包括政府、企业和个人三大类。微美全息可以提供多种多样的产品,比如安防产品、技术终端产品、社交和移动相关的产品。随着全息人脸库的完善以及设备成本的降低,全息AI人脸技术会更多的应用于各个行业,显然有巨大的市场空间。目前在人脸识别领域仍然有困扰行业的核心问题,但微美全息AI人脸识别系统都将能最优化处理。</p><p>微美全息进一步提出AI换脸系统技术研究也深受行业认可。基于当前行业内图像处理与图像识别技术,进一步提出了AI视频人脸替换。比如把视频中看到的人脸换成任意人脸,运用python技术就可以任意实现。操作步骤先通过Scr(替换者)视频提取到B的脸,通过dst(被替换者)视频提取A的脸,用GAN训练,建立B脸变换A的模型,转换每一帧dst视频,将每一帧的脸都进行替换,合成视频并添加原有音频合成输出新视频。这样就可以达到同一个人可以实现不同的全息AI换脸效果。</p><p>通过微美全息搭建的云平台,提供视频全息AI换脸云服务工具。即用户只需要在微美的平台上传需要全息AI换脸的视频或图片,微美全息用云服务器为其转换,然后用户根据模型选择显卡完成视频AI换脸转换。如果用户只提供一部分照片也能进行人脸替换,平台自动抠图,将人脸从每一帧图片中识别出来,并且生成背景空白透明图层的人脸动画。此技术最让人意外的是脸的角度不一致时也能轻易完成全息AI换脸功能,使用最新的人脸特征点检测包,通过4百多个特征点的人脸网格模型,调整细节参数,达到AI换脸效果。</p><p>在现有平台产品矩阵上,微美全息又获得雾化粒径为2-4μm全息AI实时成像的专利。微美全息提供的全息实时成像系统,其有益效果在于,利用空间光调制器取代传统的全息干板,由计算机生成数字全息图并实现了全息图的实时光学再现功能,和传统的光学全息技术相比,它具有计算机接口、操作方便、可实时显示等优点。微美全息静电雾化是通过电场力、电荷库仑力、液滴表面张力及黏性力之间相互作用使雾化分裂。全息静电雾化与其他雾化方法相比,具有雾化粒径小、粒径尺寸单一、空间弥散程度广等优点。通过控制不同算法参数能得到不同粒径的雾化,雾化粒径为2-4μm全息静电雾化未来会在医学、工业、环境、交通、静电成像、3D打印、电动车等方面应用广泛。</p><p>未来微美全息围绕AI热点应用、行业成果探究和技术实践等丰富形式,加强企业自主研发,进一步保持技术领先地位,更加完善企业产品矩阵,为大家提供最新的人工智能理念、产品技术、解决方案和实践经验。如今AI市场正处于发展关键期,加上5G移动网络的赋能,5G/AI技术的演进,相信丰富多元的应用会是主流布局方向口。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n看5G/AI行业百舸争流,探秘微美全息AI视觉企业生态布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 14:19 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106301435197c1aafe4&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年是中国5G技术开启商用的第二年,中国已经建成全球最大5G移动网络,AI也正处于发展关键期。随着5G/AI技术的演进,更为丰富多元的应用也将迎来爆发。5G/AI如何为社会赋能,在人工驾驶、语音识别、数字化身、虚拟成像、图像处理、智能家居、智能制造等领域的应用,又会给普通百姓的生活带来什么影响。AI在各行各业落地应用,各大企业竞相布局。各大企业运营者也在思考如何更好适应社会的发展需求,如何在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106301435197c1aafe4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43dc0aa825cdcb25834244c7085f0f40","relate_stocks":{"WIMI":"微美全息"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106301435197c1aafe4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2147816894","content_text":"2021年是中国5G技术开启商用的第二年,中国已经建成全球最大5G移动网络,AI也正处于发展关键期。随着5G/AI技术的演进,更为丰富多元的应用也将迎来爆发。5G/AI如何为社会赋能,在人工驾驶、语音识别、数字化身、虚拟成像、图像处理、智能家居、智能制造等领域的应用,又会给普通百姓的生活带来什么影响。AI在各行各业落地应用,各大企业竞相布局。各大企业运营者也在思考如何更好适应社会的发展需求,如何在这大环境下顺利起航,迎来发展的春天?伴随国家创业政策调整,创业公司的需求变得复杂且多元。除对基础服务有更为深刻的要求,AI虚拟服务这项第三要素也进入了公众视野。多生态融合视觉、听觉、文本等多种模态信息,能够打破单一模式输入输出限制,从而更贴近人类真实使用习惯。对于AI交互产品来说,只有综合利用多生态信息才能更准确地理解人类需求。在这种需求态势下,就需要企业洞悉市场的需求或者是潜在的商机。正因为企业者对多生态空间有了更多的需求和期待,计算机AI视觉全息云服务商微美全息,希望实现AI多生态需求及虚拟服务功能应用多元化,价值最大化,成为有潜力、有国际影响力的全息云平台。并且针对这点进行布局,微美全息首先考虑到技术人才更多的覆盖在AI的核心能力和平台的开发上,使得更多行业技术人员做行业的创新应用者。这样能让AI在各个领域多生态遍地开花结果,达到“无行业不AI”的阶段路程,让每一行业的参与都有AI参与的影子。微美全息AI应用方案解读这个对AI从业者来讲并不是提出了底层的要求,其实是提出了更高的要求,只有把AI的基础能力和平台做的更好,才能让行业的IT技术人员和业内专家在平台上做更多的,更深入的行业创新及行业的代表性研究成果。微美全息为了贯彻这一使命,与学术界的深入合作,同国内外学者探索AI前沿技术,推动产业落地,开放研究成果。特成立了科学院继续加码AI前沿科技研究并与研究机构的学者达成战略合作伙伴,一起探索颠覆性的新兴科技。在2020年,依托深圳和北京的研究团队成立的微美全息科学院,是微美全息集团与全球顶尖高校/研究机构学者之间协同创新的桥梁,促进计算机科学和全息、量子计算AI视觉等相关领域面向实际行业场景和未来世界的前沿研究。在提供研究资金、业务实验场景及其他必要的支持下,微美全息科学院开放了全息计算科学、全息通信科学、微集成科学、全息云科学四大研究主题。依靠微美全息科学院的团队力量,与海内外高校或科研机构的优秀学者们共探AI前沿科技未知,打造持续共赢的AI产学研合作生态。微美全息计算机视觉AI合成影像信息获取精细度远高于行业水平,计算机全息视觉AI合成处理能力也远远优于行业平均水平,微美全息计算机视觉呈现设置多个参数维度精确调控成像,实现高逼真度仿真效果,一马当先行业平均水平。有如此成绩可谓行业佼佼者,但微美全息成立时间并不长。于2015年成立,2020年在美国纳斯达克成功上市,纳斯达克股票代码:WiMi。作为是在纳斯达克上市的全息概念的第一股,成绩显著。目前,微美全息云拥有全球领先的3D计算机视觉技术和SAAS平台化技术,微美全息云通过AI算法把普通影像变成全息3D内容,广泛应用在全息广告、全息娱乐、全息教育、全息通讯等领域。自成立以来就一直在从事AI虚拟产业相关技术的研究,语音合成、图像处理等技术都为AI虚拟生态技术奠定了基础。微美全息开放AI产品矩阵微美全息作为国内领先的科创型企业,旨在全息3D计算机视觉采集、AI合成、传输、呈现、应用的各个环节的深度研发与市场应用。截至现在,微美全息的全息AI人脸识别技术、AI人脸换脸技术和雾化粒径2-4μm全息实时成像的技术,正在应用于现有的全息行业中。微美全息投入全息AI人脸识别系统开发。它的优势能够像人眼一样直观地识别,将成为高精准人脸三维识别设备。鉴别时间只需要一秒钟,它就会快速识别。另外当你在注册系统时,它也能派上用场。比如在上传身份证材料时,识别时间只需2秒,这样的后果将进一步加大人脸识别的应用场景。且不需要复杂繁琐的程序,无论他们是什么年龄或身高都可以快速实现人脸识别。在微美全息AI人脸识别运营中,企业的目标客户主要包括政府、企业和个人三大类。微美全息可以提供多种多样的产品,比如安防产品、技术终端产品、社交和移动相关的产品。随着全息人脸库的完善以及设备成本的降低,全息AI人脸技术会更多的应用于各个行业,显然有巨大的市场空间。目前在人脸识别领域仍然有困扰行业的核心问题,但微美全息AI人脸识别系统都将能最优化处理。微美全息进一步提出AI换脸系统技术研究也深受行业认可。基于当前行业内图像处理与图像识别技术,进一步提出了AI视频人脸替换。比如把视频中看到的人脸换成任意人脸,运用python技术就可以任意实现。操作步骤先通过Scr(替换者)视频提取到B的脸,通过dst(被替换者)视频提取A的脸,用GAN训练,建立B脸变换A的模型,转换每一帧dst视频,将每一帧的脸都进行替换,合成视频并添加原有音频合成输出新视频。这样就可以达到同一个人可以实现不同的全息AI换脸效果。通过微美全息搭建的云平台,提供视频全息AI换脸云服务工具。即用户只需要在微美的平台上传需要全息AI换脸的视频或图片,微美全息用云服务器为其转换,然后用户根据模型选择显卡完成视频AI换脸转换。如果用户只提供一部分照片也能进行人脸替换,平台自动抠图,将人脸从每一帧图片中识别出来,并且生成背景空白透明图层的人脸动画。此技术最让人意外的是脸的角度不一致时也能轻易完成全息AI换脸功能,使用最新的人脸特征点检测包,通过4百多个特征点的人脸网格模型,调整细节参数,达到AI换脸效果。在现有平台产品矩阵上,微美全息又获得雾化粒径为2-4μm全息AI实时成像的专利。微美全息提供的全息实时成像系统,其有益效果在于,利用空间光调制器取代传统的全息干板,由计算机生成数字全息图并实现了全息图的实时光学再现功能,和传统的光学全息技术相比,它具有计算机接口、操作方便、可实时显示等优点。微美全息静电雾化是通过电场力、电荷库仑力、液滴表面张力及黏性力之间相互作用使雾化分裂。全息静电雾化与其他雾化方法相比,具有雾化粒径小、粒径尺寸单一、空间弥散程度广等优点。通过控制不同算法参数能得到不同粒径的雾化,雾化粒径为2-4μm全息静电雾化未来会在医学、工业、环境、交通、静电成像、3D打印、电动车等方面应用广泛。未来微美全息围绕AI热点应用、行业成果探究和技术实践等丰富形式,加强企业自主研发,进一步保持技术领先地位,更加完善企业产品矩阵,为大家提供最新的人工智能理念、产品技术、解决方案和实践经验。如今AI市场正处于发展关键期,加上5G移动网络的赋能,5G/AI技术的演进,相信丰富多元的应用会是主流布局方向口。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151008515,"gmtCreate":1625055260137,"gmtModify":1625055260137,"author":{"id":"3573018944693742","authorId":"3573018944693742","name":"趣多侃爷","avatar":"https://static.tigerbbs.com/d60382f87e9e7f228f4352473a721e67","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573018944693742","authorIdStr":"3573018944693742"},"themes":[],"htmlText":"<a 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11:24","market":"us","language":"zh","title":"完善元宇宙全球研发布局,微美全息发力MR行业创新应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2189763506","media":"美股研究社","summary":"微美全息全息创新中心院的成立,有利于微美全息借助人工智能视觉科研和人才储备资源,进一步完善微美全息在元宇宙的全球研发布局,在已经到来的5G时代通过先进的技术抢占更多发展先机。此前,全息科学创新中心授予深圳马卡龙文创科技有限公司MR行业应用创新单位。","content":"<html><body><article><p>美股研究社获悉,据腾讯网消息,近日,深圳市派诺创视科技有限公司获得了<a href=\"https://laohu8.com/S/WIMI\">微美全息</a>(Nasdaq:WIMI)旗下的全息科学创新中心授予的MR行业应用创新单位称号,在MR行业创新应用上双方将有更紧密的技术合作。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20211207113451590d1979pkteguamrg\"/><p>微美全息(WIMI.US)全息创新中心院的成立,有利于微美全息借助人工智能视觉科研和人才储备资源,进一步完善微美全息在元宇宙的全球研发布局,在已经到来的5G时代通过先进的技术抢占更多发展先机。旨在结合前沿的全息视觉科研成果与成员企业丰富的行业经验,让科研与商业相互促进、相互启发,携手发掘科学研究、技术创新、机构业务与行业发展之间的契合点,真正把握住数字化转型带来的新机遇。全息科学创新中心院致力于全息 AI 视觉探索科技未知,以人类愿景为<a href=\"https://laohu8.com/S/838275\">驱动力</a>,开展基础科学和创新性技术研究;旨在促进计算机科学和全息、量子计算、元宇宙等相关领域面向实际行业场景和未来世界的前沿研究;建立产研合作平台,促进重大科技创新应用,打造产业、技术研究深度融合的生态圈。此前,全息科学创新中心授予深圳马卡龙文创科技有限公司MR行业应用创新单位。</p><p></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>完善元宇宙全球研发布局,微美全息发力MR行业创新应用</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021120711345177f4585f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d88bccf292fb9de00cb6e5b0d96cfd65","relate_stocks":{"WIMI":"微美全息","BK4009":"广告"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021120711345177f4585f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2189763506","content_text":"美股研究社获悉,据腾讯网消息,近日,深圳市派诺创视科技有限公司获得了微美全息(Nasdaq:WIMI)旗下的全息科学创新中心授予的MR行业应用创新单位称号,在MR行业创新应用上双方将有更紧密的技术合作。微美全息(WIMI.US)全息创新中心院的成立,有利于微美全息借助人工智能视觉科研和人才储备资源,进一步完善微美全息在元宇宙的全球研发布局,在已经到来的5G时代通过先进的技术抢占更多发展先机。旨在结合前沿的全息视觉科研成果与成员企业丰富的行业经验,让科研与商业相互促进、相互启发,携手发掘科学研究、技术创新、机构业务与行业发展之间的契合点,真正把握住数字化转型带来的新机遇。全息科学创新中心院致力于全息 AI 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18:08","market":"us","language":"zh","title":"国产化后半导体产业迎来“黄金机遇” 微美全息聚焦市场取得新进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2150791673","media":"东方网","summary":"半导体是这两年国家重点发展的行业,在国家大力支持半导体产业发展的环境下,中国半导体产业研发热情空前高涨。据相关数据预估,2020年,全球半导体市场规模达到4400亿美元,同比增长6.8%,以存储器和专...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.WIMI&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 半导体是这两年国家重点发展的行业,在国家大力支持半导体产业发展的环境下,中国半导体产业研发热情空前高涨。</p>\n<p> 据相关数据预估,2020年,全球半导体市场规模达到4400亿美元,同比增长6.8%,以存储器和专用芯片为代表的半导体产品开始进入景气时期。仅2020年国内就增加了2000余家与半导体芯片有关的企业。截至目前,国内已经拥有了7.41万家公司,业务范围涵盖集成电路设备设计、制造等多个领域。2020年,国内加大对晶圆厂投建、半导体行业投入,大陆半导体设备市场规模首次在全球市场排名第一。其中,中国集成电路市场需求继续旺盛,全年集成电路市场销售额增至16339.7亿元,同比增长8.26%。预计2021年市场规模将进一步增长。</p>\n<p> 对于全球半导体市场来说,中国可以说是全球最大的半导体消费市场。2020年,中国市场占比最高达到34.4%。美国、欧洲、日本和其他市场的份额分别为21.7%、8.5%、8.3%和27.1%。半导体是现当代信息技术产业高速发展的基础和原动力,已经高度渗透到了经济、社会发展的各个领域。</p>\n<p> 中国半导体国产设备有突破</p>\n<p> 半导体国产化需求将是推动中国半导体行业增长的一个结构性机遇,国内庞大的需求市场及科创板的估值红利有望推动国产半导体公司加速发展。</p>\n<p> 先前我国设备国产化率较低,海外龙头垄断性较高。我国半导体设备市场非常依赖进口,但国内国产化逐渐起航,从0到1的过程基本完成。例如<span><a href=\"https://laohu8.com/S/688012\">中微公司</a></span><span></span>介质刻蚀机已经打入5nm制程;<span><a href=\"https://laohu8.com/S/002371\">北方华创</a></span><span></span>硅刻蚀进入SMIC 28nm生产线量产;屹唐半导体在去胶设备市占率全球第二;盛美半导体单片清洗机在海力士、长存、SMIC等产线量产。国内晶圆厂投资金额即将进入高峰期,根据2020-2022年国内晶圆厂总投资金额约1500/1400/1200亿元,其中内资晶圆厂投资金额约1000/1200/1100亿元。2020-2022年国内晶圆厂投资额将是历史上最高的三年,且未来还有新增对光刻、刻蚀、沉积、热处理等重要项目投资。</p>\n<p> 晶圆扩产拉动材料需求拐点已至</p>\n<p> 国内企业已经拥有了较为完善的供应体系,在设备的质量、工艺上均已有所提升,光刻机、蚀刻机、光刻胶从芯片的制造设备再到原材料,国内企业都已经有所突破。国产设备厂商正高速增长,尤其中游代工扩产叠加下游需求激增推动半导体材料市场持续增长。从长期来看半导体材料的市场一直随着全球半导体产业而同步波动。而由于半导体芯片存在较大的价格波动,但是作为上游原材料的价格相对较为稳定,因此半导体材料可以被称为半导体行业中的降低价格方面最好的参考指标之一。</p>\n<p> 此外看到当前半导体市场由于5G时代到来,进而推动下游电子设备硅含量的大增,带来半导体需求的快速增长,直接推动了各个晶圆厂商的扩产规划。而高端材料的制造更是离不开最上游的材料环节,因此我们看到全球半导体市场规模的飞速增长。</p>\n<p> 中国半导体产业未来发展机遇</p>\n<p> 首先从人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、5G、AR/VR、新能源汽车等移动场景中布局;其次是芯片类别,包括在CPU、GPU、NPU、FPGA等重要芯片企业中寻找机会,而且还会在MCU微控制器、模拟芯片产业当中布局;最后则是从半导体产业链上重点布局,包括上游设计、半导体设备,下游晶圆制造厂、芯片封测等环节中投资。</p>\n<p> 中国半导体产业的未来将是黄金发展时期,会有越来越多的中国公司在这个领域中做到出类拔萃。半导体行业在未来十年会出现更多这样的公司,这也是企业大好的投资机会。</p>\n<p> 谁能预判科创板的估值红利并掌握细分赛道的良好投资机会,谁就能占据极佳的优势分得其中一杯羹。市面上总有一些优秀企业能精确把握良机,其中专注于计算机视觉全息云服务研究的公司<span><a href=\"https://laohu8.com/S/WIMI\">微美全息</a></span><span></span>从中脱颖而出。据悉<span href=\"http://quote.eastmoney.com/unify/r/105.WIMI\" target=\"_blank\" web=\"1\">微美全息</span>创立于2015年,<span>纳斯达克</span><span></span>股票代码:WiMi。<span href=\"http://quote.eastmoney.com/unify/r/105.WIMI\" target=\"_blank\" web=\"1\">微美全息</span>专注于全息云服务,主要聚集在车载AR全息HUD、3D全息脉冲LiDAR、头戴光场全息设备、全息半导体、全息云软件、全息汽车导航等专业领域,覆盖从全息车载AR技术、3D全息脉冲LiDAR技术、全息视觉半导体技术、全息软件开发、全息AR广告技术、全息AR娱乐技术、全息ARSDK支付、互动全息通讯等全息AR技术的多个环节,是一家全息云综合技术方案提供商。</p>\n<p> 国产厂商把握良机出圈</p>\n<p> 自2020年7月起,微美全息开始投资旗下公司发展半导体业务,快速发展半导体产业、工业和自动化技术以及智能视觉和全息视觉应用等。微美全息大力研发光伏发电、通讯设计企业与其广泛的自有技术,帮助发展无晶硅体半导体业务。增强创新、设计和技术能力,达到投资和建立符合公司优化供应链管理、降低成本和增强竞争力的要求。</p>\n<p> 值得一提的是,2020年,公司的全息AR业务和半导体业务分别产生约44%和约56.0%的收入。并且计划进一步在国内智能产品市场的上游业务、半导体芯片的研发和销售上发力,以进一步培养企业的核心竞争力。微美全息努力开发半导体产品,并在更广泛的全息生态系统中向客户销售此类产品,并向企业客户提供计算机芯片产品和中央处理算法及相关服务的全面解决方案以及软件和半导体业务。</p>\n<p> 可以说投资半导体业务发展只是微美全息庞大产业链其中一环,微美全息经营范围还包括全息AR信息技术开发、软件工程制作、云端大数据、互联网<span><a href=\"https://laohu8.com/S/III\">信息服务</a></span><span></span>等,旨为客户提供基于AR的全息服务和产品。集成AI算法把普通影像变成全息3D内容,布局应用在全息广告、全息娱乐、全息教育、全息通讯等领域,拓展商业版图。</p><p>(文章来源:东方网)</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国产化后半导体产业迎来“黄金机遇” 微美全息聚焦市场取得新进展</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国产化后半导体产业迎来“黄金机遇” 微美全息聚焦市场取得新进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 18:08 北京时间 <a href=http://finance.eastmoney.com/a/202107091991824030.html><strong>东方网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体是这两年国家重点发展的行业,在国家大力支持半导体产业发展的环境下,中国半导体产业研发热情空前高涨。\n 据相关数据预估,2020年,全球半导体市场规模达到4400亿美元,同比增长6.8%,以存储器和专用芯片为代表的半导体产品开始进入景气时期。仅2020年国内就增加了2000余家与半导体芯片有关的企业。截至目前,国内已经拥有了7.41万家公司,业务范围涵盖集成电路设备设计、制造等多个领域。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202107091991824030.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck","WIMI":"微美全息","NUGT":"二倍做多黄金矿业指数ETF-Direxion"},"source_url":"http://finance.eastmoney.com/a/202107091991824030.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150791673","content_text":"半导体是这两年国家重点发展的行业,在国家大力支持半导体产业发展的环境下,中国半导体产业研发热情空前高涨。\n 据相关数据预估,2020年,全球半导体市场规模达到4400亿美元,同比增长6.8%,以存储器和专用芯片为代表的半导体产品开始进入景气时期。仅2020年国内就增加了2000余家与半导体芯片有关的企业。截至目前,国内已经拥有了7.41万家公司,业务范围涵盖集成电路设备设计、制造等多个领域。2020年,国内加大对晶圆厂投建、半导体行业投入,大陆半导体设备市场规模首次在全球市场排名第一。其中,中国集成电路市场需求继续旺盛,全年集成电路市场销售额增至16339.7亿元,同比增长8.26%。预计2021年市场规模将进一步增长。\n 对于全球半导体市场来说,中国可以说是全球最大的半导体消费市场。2020年,中国市场占比最高达到34.4%。美国、欧洲、日本和其他市场的份额分别为21.7%、8.5%、8.3%和27.1%。半导体是现当代信息技术产业高速发展的基础和原动力,已经高度渗透到了经济、社会发展的各个领域。\n 中国半导体国产设备有突破\n 半导体国产化需求将是推动中国半导体行业增长的一个结构性机遇,国内庞大的需求市场及科创板的估值红利有望推动国产半导体公司加速发展。\n 先前我国设备国产化率较低,海外龙头垄断性较高。我国半导体设备市场非常依赖进口,但国内国产化逐渐起航,从0到1的过程基本完成。例如中微公司介质刻蚀机已经打入5nm制程;北方华创硅刻蚀进入SMIC 28nm生产线量产;屹唐半导体在去胶设备市占率全球第二;盛美半导体单片清洗机在海力士、长存、SMIC等产线量产。国内晶圆厂投资金额即将进入高峰期,根据2020-2022年国内晶圆厂总投资金额约1500/1400/1200亿元,其中内资晶圆厂投资金额约1000/1200/1100亿元。2020-2022年国内晶圆厂投资额将是历史上最高的三年,且未来还有新增对光刻、刻蚀、沉积、热处理等重要项目投资。\n 晶圆扩产拉动材料需求拐点已至\n 国内企业已经拥有了较为完善的供应体系,在设备的质量、工艺上均已有所提升,光刻机、蚀刻机、光刻胶从芯片的制造设备再到原材料,国内企业都已经有所突破。国产设备厂商正高速增长,尤其中游代工扩产叠加下游需求激增推动半导体材料市场持续增长。从长期来看半导体材料的市场一直随着全球半导体产业而同步波动。而由于半导体芯片存在较大的价格波动,但是作为上游原材料的价格相对较为稳定,因此半导体材料可以被称为半导体行业中的降低价格方面最好的参考指标之一。\n 此外看到当前半导体市场由于5G时代到来,进而推动下游电子设备硅含量的大增,带来半导体需求的快速增长,直接推动了各个晶圆厂商的扩产规划。而高端材料的制造更是离不开最上游的材料环节,因此我们看到全球半导体市场规模的飞速增长。\n 中国半导体产业未来发展机遇\n 首先从人工智能、5G、AR/VR、新能源汽车等移动场景中布局;其次是芯片类别,包括在CPU、GPU、NPU、FPGA等重要芯片企业中寻找机会,而且还会在MCU微控制器、模拟芯片产业当中布局;最后则是从半导体产业链上重点布局,包括上游设计、半导体设备,下游晶圆制造厂、芯片封测等环节中投资。\n 中国半导体产业的未来将是黄金发展时期,会有越来越多的中国公司在这个领域中做到出类拔萃。半导体行业在未来十年会出现更多这样的公司,这也是企业大好的投资机会。\n 谁能预判科创板的估值红利并掌握细分赛道的良好投资机会,谁就能占据极佳的优势分得其中一杯羹。市面上总有一些优秀企业能精确把握良机,其中专注于计算机视觉全息云服务研究的公司微美全息从中脱颖而出。据悉微美全息创立于2015年,纳斯达克股票代码:WiMi。微美全息专注于全息云服务,主要聚集在车载AR全息HUD、3D全息脉冲LiDAR、头戴光场全息设备、全息半导体、全息云软件、全息汽车导航等专业领域,覆盖从全息车载AR技术、3D全息脉冲LiDAR技术、全息视觉半导体技术、全息软件开发、全息AR广告技术、全息AR娱乐技术、全息ARSDK支付、互动全息通讯等全息AR技术的多个环节,是一家全息云综合技术方案提供商。\n 国产厂商把握良机出圈\n 自2020年7月起,微美全息开始投资旗下公司发展半导体业务,快速发展半导体产业、工业和自动化技术以及智能视觉和全息视觉应用等。微美全息大力研发光伏发电、通讯设计企业与其广泛的自有技术,帮助发展无晶硅体半导体业务。增强创新、设计和技术能力,达到投资和建立符合公司优化供应链管理、降低成本和增强竞争力的要求。\n 值得一提的是,2020年,公司的全息AR业务和半导体业务分别产生约44%和约56.0%的收入。并且计划进一步在国内智能产品市场的上游业务、半导体芯片的研发和销售上发力,以进一步培养企业的核心竞争力。微美全息努力开发半导体产品,并在更广泛的全息生态系统中向客户销售此类产品,并向企业客户提供计算机芯片产品和中央处理算法及相关服务的全面解决方案以及软件和半导体业务。\n 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