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Corning Incorporated (GLW) M&A Call Transcript
Seeking Alpha· 2025-11-03 22:46
行业趋势 - AI时代推动设备向更小、更智能、更普及的方向发展 [2] - 2024年全年智能眼镜总销量为200万台 其中约一半由Meta售出 [2] - 在随后的6周内 Meta又售出100万台 年产能达到该数量的5倍 [2] - 当前智能可穿戴设备市场规模约为新AI设备市场的50% [3] - 助听器市场也在经历小型化进程 其市场规模占比为50% [3] 技术挑战与市场需求 - 设备小型化与智能化的核心在于芯片功能更强大且体积更小 [3] - 电池在设备创新中扮演关键角色 [3] - 行业面临的主要问题是现有电池技术陈旧、体积大、续航时间短 [4] - 以Meta眼镜为例 标称充电后续航可达6小时 但用户平均实际使用时间仅为3小时 [4] - 市场在开发新产品时普遍受到电池技术的制约 [4]
Ensurge Micropower (OTCPK:ENMP.Y) Earnings Call Presentation
2025-10-14 16:00
CEO Introduction Shauna McIntyre October 2025 Safe Harbour Statement This presentation includes "forward-looking" statements, including, without limitation, projections and expectations regarding Ensurge and its subsidiaries (the "Group") and its future financial position, business strategy, plans and objectives (the "Forward-looking Statements"). All Forward-looking Statements included herein are based on information available to the Group, and views and assessments of the Group, as of the date of this pre ...