Apple Vision Pro may be launched at the end of this month/Huawei will occupy the top three high-end mobile phone shares in 2023/Bilibili announced the main list of the 2023 Top 100 UPs

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 China and Thailand will permanently exempt each other’s citizens from visas starting in March

 Huawei will occupy the top three global high-end mobile phone shares in 2023

 Apple's $85 billion in revenue may be affected

 Tesla Q4 production and sales higher than expected, BYD tops the list

 Mixue Bingcheng submitted a listing application to the Hong Kong Stock Exchange

 Station B announces the 2023 Top 100 UP master list

 Legislative adviser on terrorism: AI needs new laws to combat

 Vision Pro is expected to be available in the US on January 27th

 "Unity Engine Genesis Edition" released, supporting Hongmeng

 Samsung Galaxy S24 Ultra real photos released

 HeyTea has more than 3,200 global stores

 New Balance 550 replica is officially launched

 The first-generation Mickey character game is now available on the Steam store page

 "Coco" voice actress dies

 Poster released for Zendaya's new film "Contenders"

 The movie "Kong Xiu" is scheduled to be released

Heavy

China and Thailand will permanently exempt each other’s citizens from visas starting in March

According to CCTV news, Thai Prime Minister Settar Thabo said on January 2, local time, that China and Thailand will permanently exempt each other’s citizens from visas starting in March.

As the second largest economy in Southeast Asia, Thailand's tourism industry relies heavily on Chinese tourists. In September last year, the Thai government decided to implement a five-month visa-free policy for Chinese tourists until February 29, 2024, to accelerate the recovery of the tourism industry.

According to data from the Ministry of Tourism and Sports of Thailand, the total number of foreign tourists traveling to Thailand from January to August 2023 reached 17.842 million. Among them, the top three departure countries are Malaysia (2.854 million), China (2.207 million), and South Korea. (1.059 million); the top five departure countries for tourism to Thailand are Malaysia, China, South Korea, India, and Vietnam.

British Reuters stated that the permanent visa exemption will enhance the relationship between China and Thailand.

Huawei will occupy the top three global high-end mobile phone shares in 2023

▲ Picture from Counterpoint Research

According to the latest forecast report released by Counterpoint Research, sales of the global high-end smartphone (wholesale price ≥ US$600) market may increase by 6% year-on-year in 2023, setting a new record. The high-end segment is likely to account for nearly a quarter of sales and 60% of revenue in the global smartphone market.

According to statistical predictions of brand market share, Apple is still the undisputed leader of the high-end market, with over 70% market share, but its market share has declined year-on-year, mainly due to the release of the Huawei Mate 60 series.

Huawei has made a strong comeback with the Mate 60 series, reaching 5% of the high-end market share; Samsung has achieved 17% of the market share with its S23 and foldable models. Foldable devices have become a differentiating factor in the high-end market.

As can be seen from the markets in different regions, most of the global high-end market growth in 2023 will be driven by China, Western Europe, India, and the Middle East and Africa (MEA) regions. Among them, high-end market sales in China, India, the Middle East and Africa, and Latin America are likely to hit new records, with India being the fastest-growing high-end market in the world.

The main factor for the growth of the high-end market is the segmentation of the ultra-high-end market. In 2023, the price segment of US$1,000 and above will account for more than 1/3 of total sales in the high-end market.

big company

Apple's $85 billion in revenue may be affected

The United States and the European Union recently announced plans to launch a series of regulatory actions and legal liquidations against Apple in 2024. These measures may have an impact on Apple's services business annual revenue of US$85 billion (approximately 605.2 billion yuan).

The one with the greatest impact is the "antitrust investigation." Google paid Apple more than $26 billion in 2021 to become the default search engine on Apple devices. These payments accounted for a quarter of Apple's services division's annual revenue. If Google loses the lawsuit, Apple will lose this huge service fee.

Secondly, due to the scrutiny of the App Store in the United States, the European Union and Japan, Apple was even forced to make the decision to open sideloading and allow the operation of third-party app stores in order to cater to the new EU regulations. If the adjustment takes effect, it will inevitably affect the revenue of the App Store. , 30% commission cannot be effectively implemented.

At the same time, for investors, the uncertainty surrounding these legal and regulatory actions creates challenges in assessing potential risks to Apple's business.

The Supreme Court will review a case related to App Store policies, which will add to a series of challenges facing Apple. To this end, Apple will increase subscription prices: As long as users continue to be willing to pay for services, Apple will further expand and promote the development of its service business. Recently, Apple has raised subscription prices across the board in Canada and other regions.

Tesla Q4 production and sales higher than expected, BYD tops the list

Tesla released its Q4 sales and delivery announcement for 2023. In Q4, it produced approximately 495,000 vehicles and delivered approximately 485,000 vehicles. Ultimately, it delivered approximately 1.81 million vehicles throughout the year, achieving its 2023 delivery target of 1.8 million vehicles.

Some analysts said that the end of tax incentives for some models has caused many sales orders to be brought forward to Q4 of 2023, so deliveries this year may be dragged down.

Tesla said it expects to deliver 2.2 million vehicles this year, a year-on-year increase of approximately 22%, but lower than the approximately 38% increase in 2023.

In addition, Tesla's new Cybertruck is expected to account for only a small part of its deliveries this year. Musk said in October last year that Tesla's goal is to produce approximately 250,000 electric pickup trucks in 2025.

It is worth mentioning that although Tesla’s production and sales data exceeded expectations, its global electric vehicle sales lagged behind BYD. BYD sold 526,409 pure electric vehicles in the fourth quarter, more than 40,000 more than Tesla. At this point, BYD has surpassed Tesla and become the world's largest pure electric vehicle manufacturer.

Mixue Bingcheng submitted a listing application to the Hong Kong Stock Exchange

According to Hong Kong Stock Exchange documents, Mixue Bingcheng Co., Ltd. submitted a listing application to the Hong Kong Stock Exchange, and the joint sponsors were Bank of America, Goldman Sachs and UBS Group.

As of September 30, 2023, Mixue Bingcheng's store network developed through the franchise model has more than 36,000 stores, covering 11 countries in China and overseas. In the first nine months of 2023, Mixue Bingcheng achieved a total cup volume of approximately 5.8 billion cups.

According to a report by CIC Consulting, Mixue Bingcheng is China's number one and the world's number two freshly brewed beverage company in terms of the number of stores and cup volume.

Mixue Bingcheng achieved revenue of RMB 13.6 billion and RMB 15.4 billion for the whole of 2022 and the first nine months of 2023, respectively, a year-on-year increase of 31.2% and 46.0%; net profits during the same period were RMB 2 billion and RMB 2.5 billion respectively. , a year-on-year increase of 5.3% and 51.1%.

Data shows that Mixue Bingcheng has five major production bases in Henan, Hainan, Guangxi, Chongqing, and Anhui, covering a total area of ​​670,000 square meters, with an annual comprehensive production capacity of approximately 1.43 million tons, and has achieved a high degree of digitalization and intelligence in the entire production process. change.

Station B announces the 2023 Top 100 UP master list

On January 2, the new main list of the top 100 UPs of Station B was officially announced. The increasingly diverse creative ecology of Station B has brought more and more rich and high-quality content to the users of Station B.

This year, Station B still continued the selection criteria of the past two years, and comprehensively selected the top 100 UP owners of 2023 from the three dimensions of "professionalism, influence, and innovation" of creation.

Among them, UP host "Old Tomato" has been ranked in the top 100 for 6 consecutive years, and "Luo Xiang Talks about Criminal Law" has also been selected for this award for four consecutive years. It is also the individual UP host with the highest number of fans at Bilibili. The current account number of fans is as high as 29.665 million.

In addition, the 2023 Top 100 UP Masters Ceremony will be broadcast live on Station B at 18:00 on January 6, with more than 100 UP masters making a collective appearance.

Legislative adviser on terrorism: AI needs new laws to combat

An independent reviewer of UK terrorism legislation has said new laws are needed to combat AI chatbots that could radicalize users.

Jonathan Hall KC believes that the new Online Safety Bill passed last year is "unsuitable for sophisticated generative AI… Only humans can commit terrorism offences, and it is difficult to determine who can legally target chatbot-generated Responsible for comments that encourage terrorism."

Hall had impersonated a member of the public and spoke to several AI chatbots on the website character.ai, one of which was described as a senior leader of the Islamic State group in an attempt to recruit him to the terrorist group.

He found that the site's terms and conditions "only prohibit human users from submitting content that promotes terrorism or violent extremism, but not its bot-generated content."

Character.ai also responded to the matter, stating that its terms of service "prohibit hate speech and extremism" and stated that the company's products "should never generate reactions that encourage users to harm others."

New product

Vision Pro is expected to be available in the US on January 27th

According to Wall Street News, the much-anticipated Apple Vision Pro is expected to be launched in the United States on the 27th of this month.

Relevant supply chain information shows that the current first-tier supplier of the first-generation Vision Pro silicon-based OLED is Sony, and the second-tier supplier is from a Chinese company. This domestic manufacturer will become "the key to whether the product can expand production capacity."

Apple Newsroom has released various details of Vision Pro, reporting that the display will use micro-OLED technology, placing 23 million pixels on two postage stamp-sized displays, supporting wide color gamut and HDR.

Last month, Tianfeng International analyst Ming-Chi Kuo said that Vision Pro is Apple's most important product in 2024, with shipments expected to reach 500,000 units throughout the year.

"Unity Engine Genesis Edition" released, supporting Hongmeng

According to Unity’s official platform, after four months of internal testing and continuous technical iteration and optimization, the “Unity Engine Genesis Edition” has been officially released and is open for download.

"Unity Engine" is the engine version launched by Unity China for the local market. After it is launched, it can adapt to domestic technology platforms and fully support the OpenHarmony operating system. Currently, the official website has announced four aspects of technical support.

  • One-stop WeChat mini-game solution: Based on WebGL, creators can convert games on other platforms into WeChat mini-games, and can realize functions such as automatically reducing the size of the first package of the project and obtaining project assets on demand. With the many functions and features of the Unity Engine, you can create unique WeChat mini-games.
  • One-stop smart cockpit solution: supports HMI Android, QNX and other operating systems, helping the vehicle to optimize startup time, memory usage and other indicators; the built-in vehicle APP development template will shorten the development process; the vehicle simulator can achieve Visual development, real-time feedback on every step of the development process.
  • Adapted to the OpenHarmony operating system: Developers can use the engine to build games based on the OpenHarmony operating system while getting the same smooth gaming experience as Android and iOS.
  • Virtual geometry system: Now you can import high-precision models, and you no longer need to worry about the rendering and memory pressure that ultra-high-polygon models will bring to your project; with the help of the virtual geometry system, the engine can optimize the rendering effect and performance at runtime to meet the needs of Billions of polygons required.

Unity is one of the most widely used 3D rendering engines in the world, with more than 3 million developers in China. As of the end of 2022, more than 70% of the world's top 1,000 mobile games are built using Unity.

Samsung Galaxy S24 Ultra real photos released

Actual photos of the Samsung Galaxy S24 Ultra have been released online. Compared with the previous generation product, the overall appearance is basically the same. It will still use a square right-angled middle frame, and the screen will be a straight screen solution. The transition between the screen and the middle frames on both sides will be curved. It is bonded to glass and metal, and the material of the middle frame may be upgraded to "titanium metal" that will be popular in 2023.

The Samsung Galaxy S24 series will be held in the heart of Silicon Valley on January 17th, US time. Three new models will be released: Galaxy S24, Galaxy S24+, and Galaxy S24 Ultra. The top model will be equipped with an S-Pen.

The storage versions of the three new models will most likely not be upgraded, and the appearance will not change fundamentally. Except for the optimization of details, everything else will be basically the same as the previous generation model.

The biggest update on the Galaxy S24 is not the appearance and hardware, but the addition of AI functions. From relevant information leaked by Walmart, we know that Samsung will equip the S24 series models with its "Gaussian Generative Artificial Intelligence" system to achieve automatic messaging. AI functions such as replying and enhanced photo editing.

new consumption

HeyTea has more than 3,200 global stores

Heytea released its "2023 Annual Report". As of the end of last year, the number of Heytea stores had exceeded 3,200, including more than 2,300 business partnership stores, and store size increased by 280% year-on-year.

The report shows that there are 8 hot-selling products in 2023. New and old products such as Succulent Grape Family, Roasted Brown Sugar Bobo Milk, Shuiyunjian, and Tianqingyu are all on the list. Among them, more than 150 million cups of succulent grapes have been sold in the six years since they were launched.

In addition, Heytea's membership has exceeded 100 million, with an annual increase of 37 million, student members exceeding 3.6 million, and the total number of communities exceeding 30,000. At the same time, Heytea has entered 5 overseas markets, successively in the United Kingdom, Australia, Canada, Opened its first store in representative cities such as the United States.

New Balance 550 replica is officially launched

The New Balance 550 replica color matching series "Reimagined" officially debuted yesterday.

The "Reimagined" 1980s replica series has the retro appearance of classic basketball shoes, and is equipped with distressed soles and uppers. The "N" logo on the shoes also uses a crackled spray paint design.

This replica shoe model is available in 3 colors, namely "white red", "white gray" and "white brown", and is marked with the "550" model number. There is also a basketball icon on the tongue that highlights the shoe shape. It is expected to be launched on the brand's official website this year, and the specific release time has not been announced.

The first-generation Mickey character game is now available on the Steam store page

The copyright of Disney's original Mickey Mouse "Steamboat Willie Mickey" entered the public domain for the first time on January 1 this year and is open to the public for free and can be used by anyone.

Developer Nightmare Forge Games launched the first version of Mickey Mouse into the horror game "Infestation 88" on the first day of the new year. In the game, players play an exterminator to cure evil caused by twisted versions of classic characters and urban legends. intrusion.

In addition, a large number of works that subvert Mickey's image are being released one after another. The horror film "Mickey Mouse's Mousetrap" has also released a finger trailer, in which the first-generation Mickey Mouse becomes a murderer. The film is expected to be released in March Released in North America.

"Coco" voice actress dies

According to the BBC, the famous Mexican actor Ana Ofelia Murguía passed away on December 31, local time, at the age of 90.

Over the course of an acting career that spans more than half a century, Murguía has appeared in major roles in 70 plays and 90 films, for which she received the Mexican Ariel Award for Lifetime Achievement in 2011. She is best known for her role in 2017's He voiced the great grandmother COCO in the Pixar animation "Coco".

"Her (Murguía) death leaves a huge void in our country's arena," Mexican Culture Minister Alejandra Frausto Guerrero said in a statement.

Poster released for Zendaya's new film "Contenders"

The new film "Contenders" directed by Luca Guadagnino and starring Zendaya, Josh O'Connor, and Mike Feist has released a new poster and will be released in North America on April 26.

"Challenger" tells the story of Tashi (played by Zendaya) who transforms from a tennis player to a coach and transforms her husband Art from a mediocre golfer into a world-renowned Grand Slam player. After Art suffered a losing streak, he switched to participating in low-level events. Here he met his former best friend and Tashi's ex-boyfriend Patrick, and a story about the three people began.

The movie "Kong Xiu" is scheduled to be released

The movie "Kong Xiu" is scheduled to be released on March 8. The film is adapted from the novel "Dream" by Hebei writer Zhang Xiuzhen.

"Kong Xiu" is directed by Wang Chao and stars Shen Shiyu and Zhu Dongqing. It tells the story of Kong Xiu, a female dyeing factory worker who, after two marriages, gained nourishment from literature and became a writer after her heavy work.

The film won the Best Screenplay Award at the 70th San Sebastian International Film Festival and the Best Actress Award at the 18th Eurasian International Film Festival.

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