In - depth analysis: Why are the four major technology sectors of robots, AR glasses, foldable screens, and servers worth long - term heavy investment?
In today's era of rapid technological development, the wave of innovation is sweeping across the globe at an unprecedented speed, profoundly changing our way of life and the operating mode of the world. In this surging wave, the four major sectors of robots, AR glasses, foldable screens, and servers are like four dazzling stars, shining brightly, attracting countless people's attention, and becoming the core driving forces for technological progress and industrial transformation.
Robots, once a magical existence only in science fiction works, have now stepped into the real world and demonstrated great application potential in various fields. From the highly efficient and precise robotic arms on industrial production lines to the sophisticated assistants in the medical field for surgeries; from the busy porters in logistics warehouses to the intelligent companions at home, robots are gradually changing traditional production and living methods with their unique advantages. They are tireless, precise, and efficient, capable of excellently completing tasks in dangerous, harsh, or repetitive and high - intensity work environments. This not only significantly improves production efficiency and reduces labor costs but also creates safer, more convenient, and comfortable living conditions for people. With the continuous breakthroughs and integrated development of technologies such as artificial intelligence, machine learning, and sensors, the intelligence level and autonomous decision - making ability of robots will continue to improve. In the future, they are expected to play a key role in more fields and become an indispensable important partner in human life.
As an outstanding representative of virtual reality technology, AR glasses open a door to a world where the virtual and the real are integrated. By perfectly integrating virtual information with the real environment, they bring users an unprecedented immersive interactive experience. Wearing AR glasses, we seem to be in a fantasy world. Whether it's engaging in a fierce battle with virtual monsters in a game, exploring historical relics and scientific mysteries in an educational scenario, or realizing remote collaboration and intelligent inspection in the industrial field, AR glasses can turn these seemingly unattainable scenarios into reality. With the popularization of 5G technology and the significant improvement of network transmission speed, the data loading and processing capabilities of AR glasses have been greatly enhanced, and their application scenarios have also been more widely expanded. At the same time, major technology companies have increased their R & D investment in the AR field, continuously launching AR glasses products with more powerful functions, more comfortable wearing experiences, and more affordable prices. This will undoubtedly accelerate the popularization and application of AR technology, allowing more people to enjoy the infinite charm of this cutting - edge technology.
As an innovative breakthrough in the fields of smartphones and smart tablets, foldable screens bring users a richer and more convenient experience with their unique large - screen folding design. When a foldable - screen phone is in the folded state, it is as compact and portable as an ordinary phone, allowing users to operate it with one hand at any time and meet basic needs such as daily communication, social interaction, and browsing. When it is unfolded, it instantly turns into a large - screen tablet, providing users with a wider screen display area and more powerful multi - task processing capabilities. On a foldable screen, we can open multiple applications simultaneously, perform split - screen operations, watch videos while replying to messages, or edit documents and process pictures, greatly improving work efficiency and entertainment experience. In addition, the emergence of foldable screens also brings new opportunities and challenges for application developers, prompting them to continuously optimize the interface design and functional layout of applications to fully utilize the large - screen advantages of foldable screens and create more high - quality and personalized application services for users. With the continuous maturity of foldable - screen technology and the gradual reduction of production costs, the market penetration rate of foldable - screen products will continue to increase, and they are expected to become one of the mainstream products in the future intelligent mobile device market.
As the unsung heroes in the Internet world, although we rarely directly interact with servers in our daily lives, they are constantly and silently providing us with strong support and guarantee. Whether it's the search engines, social media, and online shopping platforms we use daily, or enterprise - level office systems and data storage centers, they all rely on the efficient operation of servers. Servers are like a huge information warehouse and an intelligent processing center. They store massive amounts of data and can quickly and accurately respond to various requests from clients, providing users with stable and reliable services. With the rapid development of emerging technologies such as cloud computing, big data, and artificial intelligence, the performance and functions of servers are also constantly improving and expanding. Today's servers not only have powerful computing and storage capabilities but also support advanced technologies such as virtualization, distributed computing, and artificial - intelligence algorithm acceleration, providing more flexible, efficient, and intelligent service solutions for enterprises and individual users. At the same time, with the continuous expansion of data - center construction scale and the increasing popularity of the concept of green energy conservation, the design and manufacturing of servers are also paying more and more attention to energy efficiency and environmental protection performance to achieve the goal of sustainable development.
Intelligent Pioneers: The Evolution Path of Robots
1. Current Situation of the Robot Market
In recent years, the robot market has shown a booming development trend and has become one of the most dynamic and promising fields in the global technology industry. The "2024 Global Robot Report" released by the International Federation of Robotics (IFR) shows that in 2023, there were 4.2816 million robot devices in operation in global factories, which testifies to the extensive penetration of robots in the global industrial field. As the world's largest robot market, China has long been the core driving force for the growth of the global robot market. In terms of the installation volume of industrial robots in 2023, China, Japan, the United States, South Korea, and Germany ranked among the top five global robot markets, accounting for 78% of the global annual installation volume. Moreover, China's installation volume was more than three times the total of the United States, Japan, South Korea, and Germany, highlighting China's important position in the global robot industry.
In 2024, the sales volume of China's industrial robot market reached 302,000 sets, and China has been the world's largest industrial robot market for 12 consecutive years. Moreover, China is also the world's largest robot producer. The production of industrial robots increased from 33,000 sets in 2015 to 556,000 sets in 2024, and the production of service robots was 10.519 million sets, a year - on - year increase of 34.3%. These data indicate that China's robot industry has achieved remarkable achievements in terms of market scale and production capacity, and the industry is developing vigorously.
Behind the market growth, there are many key driving forces. Strong policy support has created a good policy environment for the development of the robot industry. The national and local governments have issued a series of incentive policies, such as financial subsidies, tax incentives, and industrial planning, to guide resources to gather in the robot industry, promote technological R & D, talent cultivation, and market application. Take the "Guiding Opinions on the Innovative Development of Humanoid Robots" as an example. It clearly sets the goals of achieving mass production in 2025 and reaching the world - advanced level in comprehensive strength in 2027, which points out the direction for the industry's development and stimulates the innovation vitality and investment enthusiasm of enterprises.
Continuous technological breakthroughs are the core driving force for the growth of the robot market. With the rapid development of technologies such as artificial intelligence, machine learning, sensors, and big data, the intelligence and autonomy levels of robots are constantly improving. For example, advanced sensor technology enables robots to more accurately perceive information about the surrounding environment, providing rich data support for decision - making. The optimization of artificial - intelligence algorithms allows robots to achieve millisecond - level motion responses, and their stability, flexibility, and coherence are continuously enhanced, enabling them to better adapt to complex and changeable work scenarios and meet diverse market demands.
The continuous growth of market demand also provides broad space for the development of the robot industry. In the manufacturing field, enterprises are facing the pressure of improving production efficiency, reducing costs, and enhancing product quality. Robots, with their high - efficiency, precision, and stability, have become the key choice for enterprises to achieve intelligent manufacturing upgrades. For example, in industries such as automobile manufacturing and electronic manufacturing, robots have been widely used in production processes such as welding, assembly, and handling, significantly improving production efficiency and product consistency. At the same time, with the intensification of population aging and the improvement of people's living standards, the demand for service robots in fields such as elderly care, disability assistance, medical rehabilitation, and home services is increasing, and the market potential is huge.
2. Expansion of Application Fields
The application fields of robots are extremely wide, covering multiple important fields such as industry, services, and special applications, and they are playing an increasingly important role in each field.
In the industrial field, robots have long been the main force in production and manufacturing. In the automobile manufacturing industry, robots can be seen everywhere. From body welding to component assembly and then to vehicle painting, robots can accurately and efficiently complete tasks. Taking body welding as an example, through advanced programming and high - precision motion control, robots can accurately position welding points and precisely control welding parameters, avoiding problems of insufficient or excessive welding, and greatly improving welding quality and production efficiency. According to statistics, using robots for welding operations can increase production efficiency by 3 - 5 times and reduce the welding defect rate by more than 50%. In the electronic manufacturing field, robots also perform excellently. Due to the extremely high precision requirements in electronic product manufacturing, robots, with their tiny repeat - positioning accuracy and high - speed and stable operation performance, can handle delicate tasks such as chip mounting and circuit - board assembly, effectively improving the production quality and yield of electronic products. For example, on a mobile - phone production line, robots can precisely assemble hundreds of components in a short time, ensuring the stable and reliable quality of each mobile phone.
In the service field, the application scenarios of robots are also becoming increasingly rich. In the logistics and warehousing industry, intelligent warehousing robots can automatically sort, transport, and store goods. Through technologies such as laser navigation and visual recognition, they can quickly and accurately move through the warehouse, transporting goods to designated locations, greatly improving the efficiency and accuracy of warehousing management. According to relevant data, after introducing intelligent warehousing robots, the utilization rate of warehousing space can be increased by 30% - 50%, and the goods sorting efficiency can be improved by 2 - 3 times. In the catering service industry, some restaurants have introduced food - delivery robots and ordering robots. Food - delivery robots can accurately deliver delicious food to customers' tables according to preset routes, which not only reduces the workload of waiters but also brings a novel dining experience to customers. Ordering robots can interact with customers through voice recognition and natural - language processing technologies, quickly and accurately taking orders, improving ordering efficiency and service quality. In addition, in the medical service field, surgical robots, rehabilitation robots, etc. are also gradually being applied. Surgical robots can assist doctors in performing more precise and minimally invasive surgeries, reducing surgical risks and improving surgical success rates. Rehabilitation robots can provide personalized rehabilitation training programs for patients, helping them recover their physical functions more quickly.
In special fields, robots play an irreplaceable role. In dangerous - environment operations, such as fire rescue, mine exploitation, and nuclear radiation detection, robots can replace humans to enter dangerous areas and perform tasks, ensuring personnel safety. For example, fire - rescue robots can conduct fire reconnaissance, fire - fighting operations, and rescue work in harsh environments such as high - temperature, smoky, and complex terrains at a fire scene. They are equipped with various sensors and fire - fighting equipment, capable of real - time acquisition of on - site information and performing fire - fighting and rescue actions according to instructions. In the field of space exploration, robots have also become an important tool for human exploration of the universe. For example, NASA's Mars rovers are highly intelligent robots that can conduct geological exploration, meteorological monitoring, etc. on the surface of Mars, providing a large amount of valuable data for humans to understand Mars.
3. Technological Breakthroughs and Future Trends
Currently, technological breakthroughs in the robot field are emerging at an astonishing speed, injecting strong impetus into its future development and presenting many remarkable trends. The in - depth integration of artificial - intelligence technology makes robots smarter. Through artificial - intelligence algorithms such as machine learning and deep learning, robots can learn knowledge and skills from a large amount of data and continuously improve their cognitive and decision - making abilities. For example, robots can accurately identify and classify different objects by learning a large amount of image data, playing an important role in fields such as logistics sorting and industrial inspection. With the support of natural - language processing technology, robots can understand human language and have natural and smooth conversations with humans, realizing more convenient human - machine interaction, such as intelligent customer - service robots and intelligent companion robots.
The rise of collaborative robots is another important trend. Collaborative robots can work together with humans in the same workspace to complete tasks. Compared with traditional industrial robots, collaborative robots have higher safety and flexibility. They are equipped with advanced sensors and safety - protection systems, capable of real - time perception of the surrounding environment and human movements, and automatically stopping movement when encountering danger to avoid harming humans. At the same time, collaborative robots can be quickly programmed and adjusted according to different work tasks and requirements, adapting to diverse production and service scenarios. In the manufacturing industry, collaborative robots can assist workers in completing some repetitive and high - intensity tasks, improving production efficiency and work quality. In the medical field, collaborative robots can cooperate with doctors to complete surgeries, nursing, etc., reducing the workload of medical staff.
The innovation of the human - robot collaboration model also opens up a new path for the application of robots. In the future, robots will no longer be isolated individuals but close partners of humans. Through technologies such as brain - computer interfaces and electromyographic interaction, robots can directly perceive human thinking and movement intentions, realizing more efficient and natural human - robot collaboration. For example, in rehabilitation treatment, patients can send movement instructions to rehabilitation robots through brain - computer interface devices, and the robots will provide corresponding movement assistance according to the patients' intentions, helping patients better carry out rehabilitation training. In industrial production, workers can interact with robots through wearable devices, realizing remote control and collaborative operation of robots, improving production efficiency and flexibility.
Visionary Innovation: The Co - existence of the Virtual and the Real in AR Glasses
1. Current Development Situation of the Industry
The AR glasses market has shown a booming development trend in recent years, with continuous growth in sales, the gradual formation of a brand pattern, and continuous technological breakthroughs. According to a report released by iResearch, in 2024, the annual sales volume of the Chinese AR glasses market reached 286,000 units. Especially in the fourth quarter, with more new products from various brands entering the market, the sales volume reached a new high. Chinese AR glasses have significant advantages in supply - chain efficiency, localized scenarios, and policy support. The "Five Little Dragons of AR Glasses" represented by Xingji Meizu, Rokid, XREAL, etc., have formed the main competitive pattern in the domestic market. In the future, they are expected to reshape the global market pattern through "cost - performance + ecological closed - loop".
In the global market, the participants in the AR glasses field can generally be divided into three major camps: international technology giants represented by Microsoft, Meta, Apple, Samsung, Google, etc.; smartphone manufacturers such as Huawei, OPPO, Xiaomi, etc.; and emerging AR enterprises such as Xreal, Thunderbird Innovation, Rokid, etc. At present, domestic manufacturers mainly promoting consumer - grade AR dominate the global AR market. Overseas giants such as Microsoft and Google mainly target the B - end market, presenting a pattern of "international giants occupying the technological high - ground, and Chinese manufacturers accelerating commercialization". According to IDC statistics, in 2023, the global market shares of Xreal, Rokid, and Thunderbird Innovation in the AR glasses market were 45%, 14%, and 13% respectively. In the domestic consumer - grade AI/AR market sales volume in the first quarter of 2025, the leading brand Thunderbird Innovation took an overwhelming first place with a 45% market share, XREAL ranked second with an 18% sales volume share, and Xingji Meizu ranked third.
2. Technological Innovation and Application Scenarios
The AR glasses industry is experiencing unprecedented technological innovation. Among them, waveguide technology, the integration of AI and AR, Micro - LED display technology, and multi - modal interaction have become the key technological forces driving the industry's development. Waveguide technology is considered the future mainstream optical display solution for AR glasses. It consists of a display module, a waveguide, and a coupler. Light propagates forward in the waveguide in a total -