麦格理-全球-科技行业-ces2018：人工智能，无人机，ar，自主驾驶

《麦格理-全球-科技行业-ces2018：人工智能，无人机，ar，自主驾驶》由会员上传分享，免费在线阅读，更多相关内容在行业资料-天天文库。

1、GREATERCHINACES2018AI,Drones,AR,AutonomousdrivingEventCES2018willkickoffinLasVegas(link,Jan9-12PST)withthekeytopicsof:1)AI/Robotics,2)Drones,3)Autonomousdrivingvehicles,4)AR/VR,and5)Semiconductors,accordingtoourcheckswithsomeoftheexhibitingcompaniesa

2、ndmedia.ThetechnologyvaluechaininChinaToppicksinthereportshowsaggressiveparticipationwith~1,550companies(Fig1).Up-MktcapsideInnovation,connections,andautomation;weareoptimistic;weexpectCompanyTickerRecUS$mPriceTP(%)speed(5G)tofacilitatefuturetechnolo

3、gies.Beneficiariesofthethemes:Siasun300024CHO4,61919.3128.046%Robots–HonHai,Inovance,Siasun,Step,Everwin,AirTAC;AI/facial/Inovance300124CHO7,12427.7338.037%voicerecognition–Hikvision,Dahua,SunnyOptical,WinSemi,Himax,STEP002527CHO96110.0416.059%HonHai2

4、317TTO53,92791.80200.0118%iFlytek(link);Autonomousdriving–Deren,WistronNeWeb;Semi–SMIC,AirTAC1590TTO3,287513.00644.026%Everwin300115CHO2,91520.7043.0105%HuaHong,TSMC,ASE;Telecomequipment–ZTE,FiberHome,Hengtong;Hikvision002415CHO57,97340.9057.040%Inter

5、netgiants–Tencent,Alibaba,Baidu(coveredbyWendyHuang).Dahua002236CHO10,51523.9930.027%SunnyOptical2382HKO14,727102.30220.0110%WinSemi3105TTO4,081299.00370.024%ImpactHimaxHIMXUSO1,81410.5414.033%iFlytek002230CHNA13,10661.53NANAAI/Robotics:iFlytekwillde

6、monstrateanintelligentearphone,Mobius(Fig2),Deren002055CHO1,46920.193257%WistronNeWeb6285TTO1,81487.909710%embeddedwithapowerfultranslationsystemandvoicerecognitiontechnology.SMIC981HKO7,76912.6415.021%HuaHong1347HKO2,27617.4022.028%Megvii’svisualsolu

7、tionsarecompatiblewithmobileplatformsforimageTSMC2330TTO212,728242.00300.024%enhancement,facialrecognitionand3DAnimoji,withkeypartnerssuchasASE2311TTO11,55039.0545.517%ZTE-H763HKO21,69230.1535.017%Huawei,VivoandXiaomi.HorizonRoboticsisdedicatedtothede

8、velopmentZTE-A000063CHO21,69236.3555.055%ofAIchipstopowersmarthomeandself-drivingvehicles.UBTECHhasaFiberHome600498CHO5,02329.5838.030%Hengtong600487CHO8,57941.5742.02%servicerobot,Lynx,embeddedwiththeAmazonAlexaservice.Tencent700HKO532,671443