Titanium Media’s technology stocks have long known: autonomous driving + humanoid robot, this important device is the basis and core of perception

Rewritten content: Important news one: autonomous driving and humanoid robots, important components of these two fields are the foundation and core of perception technology

The agency pointed out that the GNSS/IMU integrated navigation system can give full play to the advantages of GNSS's long-term high-precision performance and IMU's short-term high-precision performance to provide continuous, high-precision and high-reliability position information for autonomous vehicles. As an important sensor application field, MEMS IMU has a very broad market prospect with the continuous expansion and application of intelligence, automation and other fields.

MEMS inertial sensor refers to an inertial sensor manufactured using MEMS technology. Compared with sensors manufactured by traditional processes, MEMS devices have the characteristics of small size, light weight, low cost, low power consumption, high reliability, suitable for mass production, easy integration and intelligence. Therefore, it is widely used in aerospace, petrochemical, automobile, shipbuilding, consumer electronics, medical and other fields. High-performance MEMS inertial sensors include MEMS gyroscopes, MEMS accelerometers and MEMS inertial measurement units (IMU). They are composed of a micromachining (MEMS) chip and an application-specific control circuit (ASIC) chip, and use inertial technology to sense the movement posture and trajectory of the object. MEMS sensors are everywhere and currently account for 54% of global sensor shipments. In addition, intelligent robots will have functions such as computer vision, natural language processing, action planning and control, and can interact with the physical world such as voice interaction, walking and performing complex tasks. The basis and core for realizing these perceptions are sensors. Huaan Securities believes that the field of robotics has huge potential for MEMS sensors

Must-read news 2: Instrument manufacturers are expected to benefit from the rapid growth of the market in the next two years

The Qinghai Provincial Department of Science and Technology promotes the construction of a shared service platform for large-scale scientific research instruments and improves system business functions. The platform has added data models for instrument sharing service opening rate, sharing rate, utilization rate, and praise rate, and supplemented functions such as order data statistical analysis reports and mobile applets to achieve diversified data statistics and business report display, further promote policy implementation, and improve Basic data to promote the sharing of large-scale scientific research instrument resources.

On September 1, the Ministry of Industry and Information Technology and other departments issued a document aimed at expanding effective investment and working to expand demand for industrial machines, instrumentation, pharmaceutical equipment, industrial robots and other products. Previously, the National Development and Reform Commission launched the Education Power Promotion Project to provide financial support for improving the conditions for running vocational schools. A research report from CITIC Securities believes that under the superimposed effect of the previously introduced interest discount policies, domestic instrument manufacturers are expected to benefit from the rapid growth of the market in the next two years

The world’s first must-read news: Samsung and Qualcomm successfully implemented the 5G carrier aggregation connection model

According to media reports, Qualcomm Technologies and Samsung Electronics recently announced that they have successfully achieved the world’s first 5G carrier aggregation (CA) connection that simultaneously operates two uplink carriers and four downlink carriers on the FDD frequency band. This achievement demonstrates the leading edge of their collaboration and paves the way for improving future 5G performance and flexibility

According to the Cinda Securities research report, 5G technology is the cornerstone of the development of the digital economy. Emerging technology applications, such as artificial intelligence and smart manufacturing, are expected to drive significant growth in computing power. Only 5G technology with the characteristics of "large bandwidth, low latency, and high reliability" can meet the needs of the development of the digital economy. Therefore, investment in 5G is imperative. Areas such as the Industrial Internet and smart manufacturing are also core components of the digital age. The larger capacity and higher speed of 5G technology can support the connection of more devices and sensors, opening a new era of the Internet of Everything

Important News 4: “One Belt, One Road” orders have increased, and the Yangtze River Delta region’s foreign trade has shown strong resilience

Before July, the total foreign trade import and export value of the Yangtze River Delta region was approximately 8.6 trillion yuan, accounting for approximately 36.54% of the country’s total import and export value. Data show that the export product structure of the Yangtze River Delta region has been continuously optimized, and the import and export data of countries co-building the "Belt and Road" are particularly prominent, becoming a new growth point for foreign trade exports. Among them, Shanghai’s imports and exports to the countries co-building the “Belt and Road” increased by 3% from January to July, accounting for 22.1%; Anhui Province’s imports and exports to the countries co-building the “Silk Road Economic Belt” and the “21st Century Maritime Silk Road” increased by 3%, accounting for 22.1%. "The country's total import and export value reached 150.93 billion yuan, a year-on-year increase of 27.3%, accounting for 33.5%

Against the background of the slowdown in global trade and investment and the complex and severe external environment, foreign trade companies in the Yangtze River Delta are working hard to cope with adversity. According to reports, representatives from more than 90 countries have confirmed that they will attend the third "Belt and Road" International Cooperation Summit Forum to be held in Beijing in October this year. Analysts believe that there is huge potential for trade growth along the Belt and Road Initiative. Since the beginning of this year, my country's trade with countries along the route has maintained rapid growth, and it is expected that on the basis of achieving fruitful results, more policy support will be introduced

Titanium Small Stock·Titanium Media Financial Research Institute

What needs to be rewritten is: September 13, 2023

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