VR - TechWire

2025.10.24

14:38

The 86th China Educational Equipment Exhibition opened in Qingdao

On October 24th, the 86th China Educational Equipment Exhibition opened in Qingdao. With the core theme of "Artificial Intelligence Leading the High-Quality Development of Educational Equipment," the exhibition, covering 120,000 square meters, attracted over 800 companies showcasing their latest products and core technologies. Focusing on the goal of empowering China with education through artificial intelligence, the exhibition innovatively adopted an "online + offline" hybrid exhibition model. Utilizing cutting-edge technologies such as AI, 5G, 3D, VR, and big data analytics, the exhibition created an immersive online 3D exhibition hall covering ten categories, including laboratory equipment, subject classrooms, and information technology. Through five core components: exhibition displays, new product launches, academic exchanges, supply and demand matching, and special events, the exhibition established a high-end platform for technical exchange, industrial innovation, and collaborative collaboration. As a professional exhibition focused on the innovative development of educational equipment, this year's exhibition brought together a group of leading companies. According to statistics, 470 exhibitors at this year's expo are national high-tech enterprises, specialized "little giants" (specialized, specialized, and innovative), and technology "little giants," representing 59% of the total. These exhibitors hold a cumulative 101,500 patents and 11,800 software copyrights. Concurrently with the expo, over 20 special conferences and press conferences on new products, technologies, and achievements will be held, focusing on hot topics such as artificial intelligence, information technology innovation in education, and the low-altitude economy, to support the high-quality development of the industry.

2025.10.20

18:08

TrendForce predicts that the penetration rate of OLEDoS in VR/MR will rapidly increase to 58% in 2030

A recent report from TrendForce indicates that OLEDoS, a display technology for mid- to high-end VR/MR devices, is experiencing breakthroughs in both the supply chain and applications, with its penetration rate projected to rapidly increase to 58% by 2030. Due to shipment performances from international brands such as Meta, Apple, and Sony falling short of expectations, TrendForce estimates that global VR/MR product shipments will decline to 5.6 million units in 2025. Despite short-term development challenges, global shipments are projected to reach 14.4 million units in the long term, driven by major brands' dual focus on software and hardware upgrades.

10:50

A-share optical module stocks rose, and Yi Zhongtian's stock surged. Citigroup said it saw potential for upward movement in industry demand.

Zhongji Xuchuan's stock price rose by more than 12% during the trading session, Tianfu Communication's stock price rose by more than 12%, and Eoptolink's stock price rose by more than 9%. Citigroup stated that there is a potential upward trend in demand for optical modules in the industry, and that buying opportunities have increased after the stock price adjustment. Citigroup stated that it has observed that the GPU ratio of 1.6T optical modules in the VR200 NVL144 rack may increase from 1:2.5 to 1:5, which means that if suppliers can keep up with orders in a timely manner, the industry demand in 2026 may increase from 8 million to more than 20 million units. As the shortage of optical modules may intensify, the average selling price of the industry may remain flat year-on-year, which also poses another upside risk. Considering that the trend of increasing the proportion of optical modules in the ASIC/GPU accelerator cycle continues, the adjusted PE valuation of Zhongji Xuchuan and Eoptolink in 2026 of 16 times is not too high.

2025.09.26

09:19

Agency: Global VR headset shipments fell 14% year-on-year in the first half of the year

According to a recent report from Counterpoint released on September 26, global VR headset shipments declined 14% year-over-year in the first half of 2025, driven by continued sluggish consumer market demand. The overall competitive landscape in the VR market remained relatively stable in the first half of the year, with relatively few new product launches from major OEMs. Meta maintained a significant lead, capturing approximately 80% of the market share in the first half of 2025. Counterpoint predicts that competition in the global AR smartglasses market will intensify in the second half of 2025, as new viewing and optical waveguide products accelerate mass production.

2025.09.22

09:26

ETF opening: Consumer Electronics 50 ETF led the gains, up 2.88%, while the S&P Oil & Gas ETF led the decline, down 1.75%.

ETFs opened with mixed gains and losses, with the Consumer Electronics 50 ETF (159779) leading the gains with a 2.88% increase, the VR ETF (159786) up 2.77%, the gold stock ETF (517520) up 2.33%, the S&P Oil & Gas ETF (513350) leading the losses with a 1.75% increase, the S&P Oil & Gas ETF (159518) down 1.51%, and the gaming ETF Huatai-Prudential (516770) down 1.08%.

2025.09.18

19:44

Joyson Electronics releases robot AI head assembly and global controller based on Jetson Thor

On September 18th, Joyson Electronics officially launched its robotic AI head assembly, a global controller based on the NVIDIA Jetson Thor chip, and a new generation of robotic energy management products. Wang Shu, Deputy Director of the Ningbo Science and Technology Bureau; Luo Shaodong, Deputy Director and Deputy Secretary of the Party Working Committee of the Ningbo High-tech Zone Management Committee; and Cai Zhifeng, Director and Party Secretary of the Ningbo High-tech Zone Industry and Information Technology Bureau. They were joined by domestic robotics companies Zhiyuan Robotics, Xiaopeng Robotics, StarMotion, and Stardust Intelligence; international robotics company RIVR; and ecosystem partners Alibaba Cloud and NVIDIA to witness the launch of these new products. Joyson Electronics' robotic AI head assembly features an integrated structural design, integrating multiple functions, including a flexible display, microphone array, depth camera, and rotation control. Based on a large AI model, it delivers a global, multimodal interactive experience while maintaining a sleek, lightweight, and stable design. Joyson Electronics' global-domain controller is equipped with NVIDIA's Jetson Thor chip, with an AI computing power of up to 2070 TOPS, which is 7.5 times that of the previous generation Orin; 14-core high-performance computing CPU, performance improved by 3.1 times; overall energy efficiency improved by 3.5 times, supporting real-time inference of large models at the tens of billions level, and can efficiently cope with complex application scenarios.

2025.09.04

09:20

Sunlord Electronics: Currently, orders for AI servers are full, and related businesses are growing rapidly.

Sunlord Electronics stated in an institutional survey that data centers are one of the company's emerging strategic markets. Currently, orders for AI servers are strong, and related businesses are experiencing rapid growth. The company has already deployed various types of TLVR-structured inductor products, leading the industry. As customer demand evolves, the data center business is expected to experience rapid growth in the coming years. Regarding capacity utilization, the company stated that the third quarter is traditionally its peak season, with strong orders and high capacity utilization.

2025.09.02

21:55

BeiXinYuan cooperates with Laos' THEPPHASONE & PHOUNSUB to jointly establish an artificial intelligence innovation company

On September 1st, North Source signed a memorandum of understanding (MOU) with Laotian companies THEPPHASONE and PHOUNSUB in Vientiane, Laos, to form the Lao-VRV Artificial Intelligence Innovation Company. Representatives from North Source, THEPPHASONE, and PHOUNSUB signed the agreement on the spot, pledging to jointly establish and operate the Lao-VRV AI Innovation Company. The two parties will collaborate in key areas including national defense intelligence, secure communications, anti-fraud platforms, and comprehensive cybersecurity services.

11:40

Yushu Technology Announces Patent for Immersive Robot Teleoperation

Tianyancha App shows that on September 2, the patent for "an immersive robot teleoperation method and system" applied by Hangzhou Yushu Technology Co., Ltd. was announced. The abstract shows that the invention belongs to the field of robot teleoperation technology. Existing teleoperation schemes lack an effective and timely feedback mechanism, have poor intuitive operation, low control accuracy, and are difficult to perform complex and delicate operation tasks. The present invention constructs a first-person mapping model, an interactive data acquisition model, a teleoperation processing model, an execution perception model, and an immersive perspective simulation model. It can map the operator's posture and movements in real time and generate real-time responsive three-dimensional images that can be displayed in VR devices, forming an effective and timely first-person perspective immersive feedback mechanism, which can make the operator perform tasks as if they were personally there, improve the immersion, intuitiveness and naturalness of the interaction, and thus significantly improve the control ability and task execution effect.

2025.07.29

23:26

Empowering new cultural and tourism experiences, the world's first 3A-quality Mars-themed VR space debuts

The 32nd Beijing International Radio, Film and Television Exhibition recently opened in Beijing, attracting over 500 exhibitors from over 20 countries and regions. Ten exhibition areas and six immersive experience zones were set up, including the debut of the world's first 3A-quality Mars-themed VR space project. Erupting magma, undulating mine tunnels, the floating and colliding blue energy crystals, and the fantastical sight of an underwater city—these rich audiovisual language create an immersive experience filled with both thrilling and fantastical elements. "3A quality" is the highest quality for interactive games. In the VR space immersive experience zone, "Mars Landing Project: Origins," the world's first independently developed 3A-quality Mars-themed VR space project, debuted in my country. This is also the third Chinese immersive interactive film to receive the Dragon Mark. The 40-minute immersive journey allows visitors to become volunteers for the 2050 Mars landing project, traversing the storm-ravaged Martian surface, diving into a suspended underwater city, and uncovering the mystery of the demise of an ancient Martian civilization. Under the guidance of the Mars base deputy station chief "Tianyin" and the robot "Blue", they completed high-energy tasks such as exploration, rescue, decryption, and escape.

2025.07.23

15:33

PICO and Blender Foundation enter into partnership

On July 23, PICO announced a formal partnership with the Blender Foundation. As the first XR platform to cooperate with Blender, PICO is a contributor to the development of Blender OpenXR. PICO will continue to invest in the Blender project to enhance immersive virtual reality (VR) and mixed reality (MR) experiences. This cooperation will promote the adoption of the OpenXR standard to ensure cross-platform compatibility.

2025.07.18

15:36

Maxic: The company has no cooperation with UBTECH and Zhiyuan Robotics

On July 18, Maxicun said on the interactive platform that the company has not yet cooperated with UBTECH and Zhiyuan Robotics, and the company's optical sensor products have been shipped in batches in the field of sweeping robots. The company's optical sensor products have been sent for sample verification in the field of AR/VR/MR smart wearable devices.

2025.06.27

16:27

Blue Sail Medical: New generation of retrievable transcatheter aortic valve replacement delivery system obtains CE certificate

BlueSail Medical announced that the new generation of retrievable transcatheter aortic valve replacement (TAVR) delivery system IMPERIA™ developed by Germany's NVT GmbH, a subsidiary of the company's cardiovascular business unit, has obtained the EU CE certification.

2025.06.26

19:01

India: Data extraction from two black boxes of the crashed Boeing 787 passenger plane has started

According to CCTV News, the Air Accident Investigation Bureau (AAIB) of India released a report on the crash of Air India Flight AI171 on June 26, saying that data extraction from the cockpit voice recorder (CVR) and flight data recorder (FDR) of the crashed Boeing 787 has been initiated. On June 12, a Boeing 787 flying from India to the UK crashed shortly after takeoff with 242 people on board.

17:11

India's Air Accident Investigation Bureau: Analyzing flight data of crashed Boeing passenger plane

The Air Accident Investigation Bureau (AAIB) of India released a report on June 26 stating that after the crash of Air India Flight AI171 on the 12th of this month, the AAIB quickly launched an investigation and formed a multidisciplinary team on the 13th in accordance with established specifications. The cockpit voice recorder (CVR) and flight data recorder (FDR) have been found, and the AAIB started data extraction on the 24th. Currently, CVR and FDR data analysis is in progress.

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