Reporter Li Shaoting
Wednesday, July 31st, 2024
NO.1 NVIDIA releases humanoid robot training platform
On July 29th local time in the United States, Nvidia announced that it will provide a set of services, models, and computing platforms for the world's leading robot manufacturers, AI model developers, and software manufacturers to develop, train, and build the next generation of humanoid robots. The first enterprises to join the early visit plan include 1X, Boston Dynamics, "ByteDance ByteDance Research", Fourier, Galaxy General, Chase Power, Neura Robotics, Star Era and SkildAI.
Comment: Huang Renxun believes that humanoid robots will become the mainstream of the future, and the manufacturing cost will be much lower than people's expectations. He believes that the next wave of AI will be robots, especially humanoid robots. He emphasizes the importance of developing a universal humanoid robot basic model, which he considers to be one of the most exciting topics in the field of AI.
NO.2 "Apple Smart" Debuts, Only for Paid Developers
After more than a month of official announcement of "Apple Intelligence", Apple's artificial intelligence system has finally landed on terminal devices. On July 29th, local time in the United States, the company released the first iPhone AI version of Apple Intelligence. The new software is currently only released in the developer beta version of iOS 18.1 and is only available to registered developers who have paid $99 per year. The features of the beta version mainly revolve around writing tools, Siri, photo albums, and other aspects. This update has not yet integrated ChatGPT functionality, and Apple stated that this feature and more updates will be officially launched next year.
Comment: It is worth noting that Apple Smart did not use Nvidia's GPU, but instead chose Google designed TPU. This decision may be based on the advantages of cost, supply, and TPU in chip level interconnectivity. Although Nvidia GPUs are very popular in AI model training, Google TPU offers competitive prices and customized designs suitable for machine learning tasks.
NO.3 Chinese panel companies account for 50.7% of global smartphone OLED panel shipments
According to data recently released by market research firm CINNO Research, in the first half of 2024, Chinese panel companies accounted for 50.7% of global smartphone OLED panel shipments, a year-on-year increase of 10.1 percentage points; The share of Korean companies such as Samsung Display and LG Display has dropped to 49.3%.
Comment: Domestic mobile phone brands such as Huawei, Xiaomi, OPPO, and Vivo have increased their procurement of domestically produced flexible AMOLEDs, which not only drives the growth of domestic panel manufacturers but also reduces their dependence on Korean manufacturers.