Author: Peng Zhao (Founder of Zhicifang, Co-Founding Partner of Yunhe Capital) Just as people always synchronize their clocks to the same tick before executing a task requiring precise coordination, a robot's sensory systems must also "synchronize" before it can walk or grasp objects. This year, Beiwai Sensing in Wuxi launched an embodied intelligence multi-sensor fusion pose navigation unit, integrating a 360° 3D LiDAR, an inertial/pose unit, a global shutter industrial camera, and an edge comp
November 2, 2026
Author: Fang Yuan Smart speakers can understand voice commands, air conditioners support remote control, cameras identify people and pets, and robot vacuums have already acquired the ability to autonomously plan cleaning routes. However, for ordinary households, true whole-home intelligence has not yet been fully popularized. Devices from different brands often operate within independent control systems, forcing users to switch between multiple apps. The so-called smart linkage frequently remain
November 2, 2026
According to reports, relevant authorities have initiated the formulation of mandatory standards for installing C-V2X in vehicles. A working group has been established, with dozens of participating entities. This signifies that C-V2X terminals will enter the mass production pre-installation phase for the first time under a mandatory national standard. In recent years, the cumulative release of policy signals has driven the Vehicle-to-Everything (V2X) industry beyond the "pilot demonstration" sta
October 27, 2026
Intelligent connected vehicle (ICV) deployments in the Yangtze River Delta Integration Demonstration Zone are moving beyond core urban districts and extending into county-level units. Recently, Zhejiang Mobile won the bid for the Jiashan County intelligent connected autonomous driving integration project, with a total project value exceeding CNY 104 million. As 5G-A, BeiDou high-precision positioning, and L4-level autonomous driving are deeply integrated, Jiashan, a node county at the intersecti
October 26, 2026
Author: Peng Zhao In recent intensive exchanges with multiple enterprises, the anxieties and reflections from all parties ultimately point to the same proposition: Where exactly should the value realization of Physical AI be completed? Piecing together these frontline insights, I have reached three judgments that are completely different from the inertia of hardware going global over the past decade or so: First, spatial mismatch: The domestic market is the training ground, while the overseas ma
October 21, 2026
By Sophia, Original Just about a year ago, Nokia announced in the capital market the launch of a business portfolio adjustment, classifying Enterprise Campus Edge (ECE) as a non-core business and planning to determine its future direction in 2026. This decision immediately raised questions in the market about its private 5G strategy: Is Nokia paving the way to sell ECE, or even preparing to exit a market it has cultivated for many years? In response to external doubts, Nokia quickly responded, e
October 20, 2026
In the previous article "How AIoT Firms Shift to Outcome-based Profit Sharing & Escape Project-based Cash Flow Dilemma", I explored a proposition: how can IoT companies break free from the fate of merely selling hardware and engaging in price wars, and share profits based on the business results created by AI? The core conclusion of the article is that to get results, we need to bridge the gap between measurability and attributability. At industrial sites, the most objective metering method
October 15, 2026
Bottom Connectivity Depreciates While Top Intelligence Appreciates: The Underlying Logic of Profit Flow in IoT Industrial Chain After the publication of the previous article, an entrepreneur raised a question that strikes at the core: "The vast majority of Industrial IoT companies today can still only earn one-time or fixed service fees for hardware, network deployment, and O&M. AI is merely an add-on feature, treated as a bonus point during bidding, or even reduced to a tool for price cuts
October 15, 2026
Author: Peng Zhao (Founder of Zhicifang, Co-founding Partner of Yunhe Ziben) Original On the snow-capped plateau in Ganzi, Sichuan, at an altitude of 3,400 meters, temperatures approach -30°C, and strong electromagnetic fields are ubiquitous. Here, it is impossible to expect the massive amount of data collected by sensors to be transmitted back to the cloud thousands of miles away. Faced with such extreme spatial constraints, engineers from Zhongguo Diankeyuan made a bold decision: they embedded
October 12, 2026
According to the announcement on the China Government Procurement Network on October 7, Nanjing Les Information Technology Co., Ltd. won the bid for the Shandong Province Low-Altitude Intelligent Connected System Platform Development Project with a comprehensive score of 93.11, standing out among nearly 10 bidding suppliers. The winning bid amount is CNY 45.05 million. Aerospace Era Low-Altitude Technology Co., Ltd., Qilu Aerospace Information Research Institute, and Beidou Fuxi Information Tech
October 9, 2026
Author: Zhao Xiaofei, IoT Think Tank Original Recently, market research firm Counterpoint Research released its annual Satellite IoT Connectivity CORE Evaluation Matrix. Based on data from the first half of 2026, the matrix systematically evaluates 18 overseas satellite IoT players across two dimensions: Capabilities and Execution. The matrix categorizes the players into four quadrants: the Leader quadrant is further divided to include a Pacesetters segment, while the Challenger and Niche quadra
October 5, 2026
At 3 a.m., an elderly person living alone falls in the bedroom, but family members are reluctant to install monitoring devices due to privacy concerns; on weekday evenings, children take online classes at home, but parents cannot rush back to accompany and tutor them due to overtime work; during daily commutes to work, the home is left empty with family members and pets, leaving the home status unattended and unexpected situations unknown. These scenarios represent the daily troubles faced by co
September 28, 2026
Author: Peng Zhao (Founder of Zhicifang, Co-Founding Partner of Yunhe Capital) Original In the first three quarters of 2026, we have witnessed AI (Artificial Intelligence) integrating into the physical world at a breakneck pace. Whether it is embodied AI in factories or autonomous driving in cities, for large models to perceive reality and execute actions, every bit of data and control flow they ingest and emit must pass through the modules and sensors of IoT (Internet of Things) companies. Howe
September 23, 2026
By Zhao Xiaofei, IoT Think Tank, Original Over the past few years, the wave of AI (Artificial Intelligence) has primarily unfolded in the digital world. The evolution of large models has driven substantial progress in text generation, algorithm optimization, and more. Beyond these digital AI advancements, a more profound transformation is underway: AI is stepping into the physical world. Embedded in robots, AGVs, AMRs, industrial cameras, and smart sensors, it directly perceives, makes decisions
September 22, 2026
By Sophia, Original On September 16, 2026, Trackonomy Systems announced the completion of its acquisition of Identiv's IoT tag business. While this transaction may appear to be a traditional business asset integration, it actually reflects a deeper transformation occurring within the IoT industry. Headquartered in San Jose, California, Trackonomy is a company centered on Physical AI and the only group in this field that simultaneously covers proprietary semiconductors, high-volume smart tag proc
September 20, 2026
In September 2026, Dyson launched a product that seems somewhat uncharacteristic of the brand: the CameraJet™ Visual Imaging Toothbrush. This toothbrush features a built-in 1mm, 0.1-megapixel macro camera that scans 28 real-time images per second. Once the AI (Artificial Intelligence) interdental optical positioning algorithm identifies the interdental spaces, it triggers a conical water jet in as fast as 100 milliseconds. For this toothbrush, Dyson deployed 661 engineers and six years of develo
September 20, 2026
In the semiconductor industry, naming is somewhat of an art. Some companies are low-key and pragmatic, while others reveal extraordinary ambitions from the very beginning. Beken Corporation is exactly such a company that sparks imagination right from its name. What exactly is its relationship with Broadcom, the global communications semiconductor giant? When eefocus disassembled a Xiaomi karaoke microphone, a Xiaomi walkie-talkie, and an AI toy named "Fuzai", and saw the Beken logo prominently p
August 27, 2026
Author: Peng Zhao (Founder of Zhicifang, Co-Founding Partner of Yunhe Capital) Original Recently, I had an in-depth conversation with Tao Jianhui, founder of Taos Data. He once shared a highly visual detail: when he visited a cigarette factory and chatted with an on-site engineer, the engineer looked him over and said, "You don't even smell like smoke." This remark was about him, but it actually applies to today's AI large models. No matter how unprecedented their language capabilities are, once
August 26, 2026
Author: Sophia, Original The world's largest smart water IoT (Internet of Things) project is now being implemented in Brazil. Recently, SABESP (Companhia de Saneamento Básico do Estado de São Paulo) announced that it will join hands with Telefónica/Vivo and IDEMIA Secure Transactions (IST) to launch a 14-year smart water project, enabling secure connectivity for 4.4 million smart water meters in the cities of São Paulo and São José dos Campos. Data shows that Brazil is a water-rich country, with
August 20, 2026
Author: Peng Zhao (Founder of Zhicifang, Co-Founding Partner of Yunhe Capital) Original by IoT Think Tank This is my 430th column article. On August 19, the World Robot Conference will kick off in Yizhuang, Beijing. According to the official announcement, the State-owned Assets Supervision and Administration Commission of the State Council (SASAC) will announce the establishment of the "Central Enterprise Robot Innovation Consortium" at the conference. Its core purpose is condensed into twelve w
August 19, 2026