1. South Korea’s DB Hitek will manufacture the PMIC for Meta’s AR glasses, with the chip designed by a Chinese company.
2. The ColorOS 16 system’s photo album introduces a new AI portrait fill light feature, officially described as “bringing a reflector when going out”.
3. The Honor Magic8 series and MagicPad 3 Pro will be the first to feature the fifth-generation Snapdragon 8 Supreme Edition.
4. The iPhone 17 has driven Luxshare Precision’s stock price up by 32%, increasing founder Wang Laisheng’s wealth by 37.8 billion yuan.
1. South Korea’s DB Hitek will manufacture the PMIC for Meta’s AR glasses, with the chip designed by a Chinese company.
According to reports, Meta is expected to commission South Korean chip foundry DB Hitek to produce the power management integrated circuit (PMIC) for its upcoming AR glasses.
Sources indicate that officials from the American tech giant visited South Korea in mid-August to inspect DB Hitek’s factory in Bucheon City. This visit aimed to evaluate the supplier’s equipment, processes, and quality control.
They stated that the South Korean chip foundry passed the assessment. The company is expected to produce prototypes of the PMIC early next year. DB Hitek will begin supplying chips for Meta’s high-end AR glasses, set to launch in the second half of 2027. The PMIC design is completed by a Chinese chip foundry.
Meta unveiled its AR glasses prototype, Orion, also known as Project Nazare, at the Meta Connect 2024 conference. The product resembles real glasses, has a 70-degree field of view, and can overlay digital information on the physical view. Meta plans to commercialize the product by 2027.
It is reported that Meta chose DB Hitek due to its outstanding capabilities in BCDMOS (Bipolar-CMOS-DMOS) technology, which is considered world-class. This technology integrates analog circuits, digital circuits, and high-voltage power control circuits into a single chip. DB Hitek is believed to have an advantage over its Chinese competitors in high-voltage (70V to 120V) processes.
In recent years, DB Hitek’s BCDMOS technology has significantly contributed to its growth. In the second quarter, BCDMOS products accounted for 65% of its revenue, a 10 percentage point increase year-on-year.
Sources say that due to a surge in PMIC production orders, the chip foundry’s current capacity utilization rate is around 90%. Demand for such foundry production (especially from Chinese fabless companies) is expected to continue growing, indicating that DB Hitek’s operating rate is likely to remain high in the foreseeable future.
Sources indicate that although the quantity of Meta’s PMIC production orders may not be impressive, the fact that a large tech company is placing orders is good news for DB Hitek. They added that the power specifications for AR and VR devices remain stringent, so device manufacturers will seek foundries like DB Hitek that have mature capabilities in high-voltage, low-power areas.
2. The ColorOS 16 system’s photo album introduces a new AI portrait fill light feature, officially described as “bringing a reflector when going out”.
On September 25, OPPO and OnePlus mobile operating system’s official Weibo announced that the ColorOS 16 system’s photo album has introduced a new AI portrait fill light feature, officially described as “bringing a reflector when going out” and “one-click to help you fix bad shots”. This feature will debut on the OPPO Find X9 series.
Previously, OPPO’s official blog announced that the OPPO Find X9 series smartphones will be released on October 16, featuring the Dimensity 9500 flagship chip and the new generation Tidal Engine, and will also debut the ColorOS 16 system released on October 15.
It is understood that the new device adopts a small matrix camera DECO, available in four colors: velvet titanium, velvet light titanium, frost white, and mist black. The velvet titanium features a new velvet process, with a perfectly straight screen and a metal right-angle edge design, enhancing its texture. (Source: Phoenix Network)
3. The Honor Magic8 series and MagicPad 3 Pro will be the first to feature the fifth-generation Snapdragon 8 Supreme Edition.
On September 25, Honor officially announced that the Honor Magic8 series smartphones and MagicPad 3 Pro tablet will be the first to feature the fifth-generation Snapdragon 8 Supreme Edition mobile platform.
Earlier, Qualcomm officially released the fifth-generation Snapdragon 8 Supreme Edition chip, claiming to be “the world’s fastest mobile CPU”, continuing the 2+6 core architecture, with two Prime cores’ frequency increased to 4.6GHz and six performance cores running at 3.62GHz. Compared to the previous generation, CPU performance has improved by 20%, energy efficiency has increased by 35%, and overall power consumption has decreased by 16%.
On September 23, Guo Rui, the brand marketing president and chief marketing officer of Honor Technology Co., Ltd., stated that the next step for high-end smartphones is to see if AI intelligent agents can provide proactive, precise, cross-end services. The self-evolving AI and YOYO intelligent agent on the Honor Magic 8 is our answer. Honor chooses to bet on ecological intelligence, believing this path is feasible.
Previously, Honor CEO Li Jian officially announced and previewed the Honor Magic8 series, positioning it as the strongest self-evolving AI native smartphone. (Source: Phoenix Network)
4. The iPhone 17 has driven Luxshare Precision’s stock price up by 32%, increasing founder Wang Laisheng’s wealth by 37.8 billion yuan.
iPhone 17 Pro
On September 25, according to Business Insider, Luxshare Precision has benefited from the launch of the iPhone 17, with its co-founder and vice chairman Wang Laisheng’s wealth increasing by $5.3 billion (approximately 37.8 billion yuan).
Since the iPhone 17 was launched last Friday, Luxshare Precision’s stock price has risen by 32%, and Wang Laisheng’s wealth has soared in the past week. Luxshare Precision is listed on the Shenzhen Stock Exchange and is reportedly considering an IPO in Hong Kong this year.
Forbes data shows that Wang Laisheng’s net worth is currently $14.3 billion. In comparison, his net worth was $9 billion at the close of trading the Thursday before the iPhone 17’s release. Just on Wednesday, as Luxshare Precision’s stock price rose by 7%, his net worth increased by $788 million.
Wang Laisheng
According to the American tech website The Information, on September 19, on the day of the new iPhone’s launch, Apple requested Luxshare Precision to increase the daily production of the iPhone 17 by about 40%, which is undoubtedly a good sign for the new product launch.
Meanwhile, Luxshare Precision received another piece of good news, as The Information reported in another article that Luxshare Precision has signed an agreement with OpenAI to collaborate on producing a consumer-grade artificial intelligence device. (Source: Phoenix Network)
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