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Alice Ye

Senior editor with 15 years in news and financial media. Covers China's AI, electric vehicles, and robotics, with a focus on industry trends, technological innovation, and capital markets.

Vivo to Unveil 'Vision' MR Headset, Rumored to Challenge Apple at Sub-$2,750

KEY POINTS * Official Launch: Vivo confirms Aug. 21 event for its "Vision" mixed-reality headset. * Apple in Sights: Executive claims hand-and-eye tracking interaction rivals Apple Vision Pro. * Price Rumors: Leaks suggest a price under 20,000 yuan (approx. $2,750) with a Qualcomm chip. * Strategic Rollout:

RobotEra Founder: Learning from Humans is 'Shortest Path' to General-Purpose Robots

In a keynote speech at the main forum of the 2025 World Robot Conference (WRC), Chen Jianyu, founder of Robotera, outlined the company's strategic approach to creating advanced automatons. Titled "Building General-Purpose Humanoid Robots," the presentation detailed a vision centered on integrating a "general

Pony.ai's Revenue Jumps 76% And Gross Margin Turns Positive, But Net Loss Explodes By 73%

* Strong Top-Line Growth: Q2 revenue surged 75.9% YoY to ¥154 million ($21.5M), driven by accelerating commercialization efforts. * Robotaxi Revenue Booms: The core Robotaxi business segment saw revenue spike 157.8% YoY to ¥10.9 million, with passenger fares alone growing over 300%. * A Crucial Profitability Milestone: The

Huawei Rumored to Unveil New Tri-Fold Phone, Setting Up Potential Apple Showdown

Huawei Technologies Co. is rumored to be preparing the launch of a new high-end tri-fold smartphone on Sept. 10, a move that would place its next major product release on the same day as Apple Inc.’s expected annual iPhone event. The report, which originated from a prominent

China Outlines 10 Key Trends for Embodied AI, Emphasizing AI-Driven Design and Ecosystems

China has unveiled a strategic blueprint for the future of embodied artificial intelligence, outlining ten key development trends that emphasize the use of generative AI in robot design, advanced simulation for training, and the creation of a comprehensive ecosystem to support their deployment. The vision points toward a future where

Morgan Stanley: The AI Glasses Arms Race Is On, And China Is Coming For Meta

In a detailed research note , Morgan Stanley’s Asia tech team has lifted the hood on what it sees as the next major battleground for consumer hardware: AI-powered smart glasses with integrated augmented reality displays. The report is a must-read for anyone tracking the silicon, display, and manufacturing

DJI's Robotic Vacuum Entry to Shake Up High-End Market, Boost Category Growth, China Securities Co Says

A new research note from China Securities Co analyzes the potential market impact of drone giant DJI's official entry into the robotic vacuum cleaner industry. The report, authored by analysts Ma Wangjie and Zhai Yanjie, follows the August 6th launch of DJI's ROMO series, examining its

Goldman: China's Humanoid Robot Progress Is 'Stunning', But The 'ChatGPT Moment' Is 2-3 Years Away

In a note that cuts through the recent hype surrounding humanoid robotics, Goldman Sachs has fired a warning shot for investors rushing into the space. Following an intensive tour of the World Robot Conference (WRC) in Beijing and meetings with nine leading Chinese robotics firms, the bank's analysts

Unitree Founder Talks Free Robots, Global Expansion, and IPO Plans

Wang Xingxing, the founder of Chinese robotics firm Unitree Robotics, shared his vision for the future of the industry in a group media interview at the recent World Robot Conference. He addressed several pivotal topics, including the potential for robots to become free, the strategy for Chinese intelligent manufacturing to

Humanoid Robots Pivot From Novelty to Utility as Big Tech Enters the Fray

Humanoid robots, long a staple of science-fiction showcases, are rapidly shifting their focus from acrobatic displays to practical labor, a strategic pivot driven by intense pressure to achieve commercial viability. This transition is attracting a wave of investment from major technology and automotive companies, signaling a new, more pragmatic