鴻海跨多媒體 萬相雲出擊

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2016/11/03 第3819期  |  訂閱/退訂  |  看歷史報份

資訊科技頭條 鴻海跨多媒體 萬相雲出擊
半導體業 FPD加持 盟立志聖沾光
資訊產業 可判斷、決策 李開復:AI將取代9成工作
呂芳銘:智慧雲催生應用商機
閱讀秘書/Daydream 打造VR生態系
百大科技獎 資策會2入圍
Google領軍 非蘋陣營攻VR
鴻海下一步…催生多雲平台
美資看鴻海 目標價72元
網際網路 全球電商智慧城大會 明年2月登場

今日財經頭條

鴻海跨多媒體 萬相雲出擊
記者尹慧中/台北報導/經濟日報
鴻海集團進軍多媒體領域,力挺內部新創團隊成立的「萬相雲」雲平台品牌,昨(2)日在台北車站展示首發應用,藉由200面夏普顯示器打造4K互動電視牆。萬相雲目標2017年底損平、未來增資後朝掛牌前進,被視為集團轉型科技服務發展的一部分。

鴻海集團副總裁呂芳銘表示,集團目標結合虛擬實境、大數據與雲端技術打造全台最美的智慧車站。此次在台北車站打造4K高畫質電視牆與互動多媒體立方柱,斥資8,000萬元,還不包括後端平台開發整合。

鴻海看好戶外廣告商機達40億元,將是串聯八大生活的關鍵應用之一。呂芳銘說,鴻海100%轉投資的「萬相雲」,是內部年輕團隊創業、一個多月前籌設,目前資本額5,000萬元,將視情況增資與引進策略夥伴。

呂芳銘說,鴻海鼓勵內部新創與創業,看好「萬相雲」平台能搭上科技服務的新應用需求,隨著營運規模擴張,目標在設立18個月、明年底達到損益兩平,未來也不排除公開發行(IPO)。

呂芳銘指出,萬相雲打造多媒體平台,優先採用夏普工業級螢幕。夏普在日本及其他地方,工業級螢幕是第一品牌,東京許多地鐵用工業螢幕都採用夏普產品。萬相雲目前在亞太門市、三創等地設立互動電視牆與看板。

鴻海自推雲平台品牌、戰略投資夏普品牌,是否會與代工本業產生衝突,引起外界關注。呂芳銘指出,這幾件事情並不衝突,都是集團轉型科技服務,發展智慧生活與「眼球革命」計畫的系列布局。夏普這次也派員到場感謝萬相雲採用200面顯示器。

呂芳銘強調,集團支持內部創業,萬相雲是做雲的平台與生態系統,也將與合作夥伴產生新的價值,新的東西對產業或開始轉型都會很辛苦,但必須現在就做,才能因應市場趨勢的變化,這也是第一階段。

 

半導體業

FPD加持 盟立志聖沾光
記者蕭君暉/台北報導/經濟日報
IHS表示,全球平面顯示器(FPD)的投資設備銷量有望達到三年以來新高,FPD設備支出將會增長89%,並在2016年達到129億美元。台系設備廠商如盟立(2464)及志聖等有機會受惠。

IHS調查,全球FPD設備支出將在2017年增加到130億美元,2018年則略下降到118億美元。全球FPD設備支出持續增長,主要是大陸與南韓的面板廠,持續投資LCD及主動有機發光二極體(AMOLED)產能所致。

IHS高級總監Charles Annis表示,中國面板製造商不斷建造新FPD工廠,讓中國成為全球最大的FPD生產地區,多年來FPD新工廠的投資一直呈上升趨勢,預期2017年第二季,中國將會在面板產能上超越長期霸占市場的韓國。

IHS說,京東方與華星光電除了大量興建六代與八代工廠,也急於建造10.5或11代面板工廠,以高效生產65、75吋面板。韓國和日本的面板廠,逐漸關閉LCD工廠,把LCD市場讓給中國,並把注意力轉移到AMOLED面板的生產上。

由於智慧手機廠商快速地把LCD更換為AMOLED,為了趕上市場變化,韓國和日本面板廠,積極建造AMOLED新工廠。中國面板廠也陸續建造多間AMOLED工廠,讓中國從後進製造者升級到領先的面板製造商。

 

資訊產業

可判斷、決策 李開復:AI將取代9成工作
記者何孟奎/台北報導/聯合晚報
創新工場董事長兼首席執行官李開復今天表示,人工智慧(AI)將取代90%的工作,世界將完全被改變及顛覆。他說,人類的數據量遠遠不如機器,未來人工智慧算法會越來越聰明,人類在封閉領域的思考與抉擇,都會被人工智慧取代,人工智慧未來將會有很大的成長。

第14屆華人領袖「遠見高峰會」上午在台北遠東香格里拉大飯店登場,會中邀請公益平台文化基金會董事長嚴長壽、創新工場董事長兼首席執行官李開復、誠品集團董事長吳清友,分別從全球化與科技的快速變遷,分享最新教育、科技與文化大未來。

面對人工智慧時代來臨,李開復認為,AI科學家以及B to B的企業家都是適合出來創業的,為什麼是B to B,因為人工智慧的商機最大在於幫助公司解決問題,事實上,華人是非常適合做人工智慧的,因為在國外的頂尖雜誌中,華人擁有很高的地位。

李開復說,創新工場已準備轉型成為人工智慧公司,50%投資都投入人工智慧,我們中國以及美國投資約25個案子,金額約1億美元(約台幣31.5億元),包括機器人、人臉辨識、無人駕駛等,台灣在物聯網等發展上已落後全球,希望在人工智慧領域迎頭趕上,創造更大的價值。

他認為,100年之後來再來看現在的科技,都是微不足道,隨著人工智慧的快速發展,預期90%的工作都會被機械也就是人工智慧取代,其實人工智慧遠遠不如人類的大腦,但人工智慧匯集巨大的數據量,可以進行分類、判斷、決策,進一步取代人力。

李開復說,今年初Google的人工智慧AlphaGo成功挑戰世界圍棋大賽,震驚全世界,也讓人類正視到人工智慧的進步,從AlphaGo開始,到現在可以看到無人駕駛、無人機的發展,例如Google CAR可以跑200公里,特斯拉電動車跑了2億英里,顯示了人工智慧的潛力。

微軟最近宣布了語音辨識、臉部辨識,已經超越人類,安防不需要警衛。李開復說,人工智慧取代人力的影響力是非常巨大,將顛覆整個世界,科技的進步遠遠超過我們的想像,除了深度學習,一定必須要是封閉的領域才可以用,不能夠是開放的、無線的,當然人類的Common sense(常識),機器還不能取代。

至於如何發展人工智慧?李開復指出,首先要有懂機器的專家,要有很多的數據,年輕人等,像Nvidia的股票為什麼大漲,因為很多科技公司都在買Nvidia的GPU,要快速的人工智慧學習,當然人工智慧還是不完美的,要有更多的思維,各種聰明的方法去解決。

 

呂芳銘:智慧雲催生應用商機
記者尹慧中/台北報導/聯合報
鴻海集團力挺雲端新創團隊。鴻海副總裁呂芳銘昨天表示,物聯網時代市場競合關係多變,當虛擬實境與擴增實境技術發展成熟,更要有更多年輕人投入內容與研發,才能產生新價值。

呂芳銘為「萬相雲」雲平台站台,並導覽台北車站新設的4K高畫質電視牆與互動多媒體立方柱,說明數位匯流與物聯網的新布局。

呂芳銘說,目前虛擬實境應用發展最大問題就是內容太少,因此年輕世代在校時,可能就需要開始學習創造內容,這將是星星之火。

呂芳銘指出,這次鴻海在互動多媒體電視牆與看板應用上也和統一合作,推出果汁相關互動內容的遊戲,希望直接在廣告投放上讓消費者更能直接體驗樂趣。

呂芳銘表示,未來的智慧雲應用將與集團倡議的八大生活面向結合,包含工作、教育、娛樂、家庭與社交、安全、健康醫療、財產交易採購與環保/交通等八大生活,各種情境除了數位匯流看板以外,還將催生多雲平台應用與商機。

 

閱讀秘書/Daydream 打造VR生態系
記者何佩儒/聯合報
.Google在今年五月的開發者大會發表VR平台「Daydream」,標榜提供VR行動化、高畫質影像的沉浸式體驗。主要攜手內容、軟體及硬體業者,共同打造 VR生態系統。支援Daydream平台的手機,必須具備行動感測器、高畫質低延遲的螢幕、高效能的系統單晶片等。Google並在十月發表VR頭戴裝置Daydream View,消費者使用支援Daydream平台的手機,即可透過Daydream View觀賞VR內容。

二○一四年,Google已推出Project Tango計畫,其目標是讓行動裝置具有空間感知能力,帶來包括導航、遊戲和3D掃描等全新用戶體驗,也就是擴增實境(AR)手機。

 

百大科技獎 資策會2入圍
文/張加/聯合報
有「科技界奧斯卡」之稱的美國「百大科技研發獎」(R&D 100 Awards)將於三日在華府頒獎,今年台灣財團法人資訊工業策進會二項研發技術入圍;另外,台灣斑馬科技公司、智原科技的技術也分別入圍。

資策會入圍二項技術的「雲端資安威脅防禦系統」,已技轉給我國防單位、商轉給電郵廠商;同時入圍的「視覺化導覽解決方案」已運用於二○一五年故宮博物院「郎世寧新媒體藝術展」。

資策會智慧網通系統研究所組長林敬文一日在華府受訪表示,視覺化導覽解決方案應用於導覽,是透過智慧眼鏡與擴增實境(AR)技術,使用者戴上智慧眼鏡看作品時,旁邊會出現提示或導覽資訊。

 

Google領軍 非蘋陣營攻VR
記者何佩儒/台北報導/聯合報
Google領軍非蘋陣營開發虛擬實境(VR)市場,首款VR頭戴裝置Daydream View十日起在美國、加拿大等零售通路開賣,預料將帶動更多平價VR產品,以及支援Daydream平台的手機推出。

Google上月發表Daydream View,以及支援Daydream View的手機Pixel,Pixel手機開賣後供不應求,Google已向預購的用戶發出將延遲出貨的通知;Daydream View開賣後,可望再推升Pixel的銷量。Google在官方部落格公布,Daydream View將在美、加、英、德、澳洲的零售通路銷售,售價七十九美元(約台幣二五六三元)。

據了解,支援Daydream的手機需具偵測動作感測器、支援高畫質影像的螢幕、高效能的系統單晶片(SoC)、低延遲畫面等規格。消費者使用支援Daydream平台的手機(如Pixel),即可透過Daydream View觀賞YouTube、Google Play電影、Netflix、HBO等影音內容。

目前市面上包括三星Gaer VR、大陸手機品牌廠推出的VR,都與Daydream View相同,要透過手機觀看VR內容。宏達電與臉書的VR產品則是連結電腦;索尼的VR專屬遊戲機PS4。

VR市場發展的關鍵在於內容,科技網站報導,除了自家的Google街景、Google相簿、YouTube以及Google Play等內容,Google也揪伴影音娛樂的Netfilx、IMAX、HBO NOW,新聞媒體CNN、華爾街日報、紐約時報,甚至是美國職棒大聯盟、NBA,以及EA、Ubisoft等遊戲業者。

手機廠部分,目前也有宏達電、三星、LG、華碩、小米等手機廠,加入Daydream計畫;Pixel推出後,預料未來各家手機廠商,將推出支援Daydream的手機。

 

鴻海下一步…催生多雲平台
記者尹慧中/台北報導/經濟日報
鴻海集團力挺雲端新創團隊。鴻海副總裁呂芳銘昨(2)日表示,物聯網時代市場競合關係多變,當虛擬實境與擴增實境技術發展成熟,要有更多年輕人投入內容與研發,才能產生新價值。

呂芳銘昨天為內部新創團隊成立的「萬相雲」雲平台站台,並導覽台北車站新設的4K高畫質電視牆與互動多媒體立方柱,全程近三小時詳細說明集團在數位匯流與物聯網的新布局。

呂芳銘認為,目前虛擬實境應用發展最大問題是內容太少,年輕世代在學校時就要開始學習創造內容,這將是星星之火。

此次鴻海在互動多媒體電視牆與看板應用上與統一合作,推出果汁相關互動內容的遊戲,希望直接在廣告投放上讓消費者能直接體驗到樂趣,未來甚至思考喝汽水的清涼感能否在內容上呈現。

呂芳銘說,未來智慧雲應用將與集團倡議的八大生活面向結合,包含工作、教育、娛樂、家庭與社交、安全、健康醫療、財產交易採購與環保/交通等,各種情境除數位匯流看板外,還將催生多雲平台應用與商機。

 

美資看鴻海 目標價72元
記者馬瑞璿/台北報導/聯合晚報
鴻海(2317)今年4月入股夏普以來,夏普財務逐漸有了起色,根據最新公布的夏普2016會計年度上半年(4至9月)財報顯示,夏普本業獲利7,900萬日圓,遠優於去年同期虧損251.61億日圓,市場預期夏普的獲利表現可望為鴻海集團業外數字減壓;不過,外資表示,在夏普未來發展仍有不確定性的前提下,仍對鴻海保守以對。

美系外資指出,現在正是iPhone新品出貨上升期,加上夏普獲利貢獻優於預期,小幅調升鴻海2016、2017、2018年每股獲利成長幅度各約13%、5%以及2%,目標價也從原先的70元調升到72元,但仍重申「減碼」評等。

夏普上半年業績表現不俗,以第3季來看,太陽能部門虧損減少,但面板部門虧損則是持續擴大,展望未來,夏普預期2016會計年度下半年有望損益兩平,但美系外資提醒,夏普下半年獲利能交出優於預期成績主要還是靠著減少開銷,而非核心業務改進。

比較令人憂心的是,明年第1季面板報價可能滑落,美系外資指出,中國新設立的8.5代廠預計於2017年下半年開始營運,之後將進一步帶來價格壓力。

 

網際網路

全球電商智慧城大會 明年2月登場
記者羅秀文/台北報導/聯合晚報
物聯網時代,電信商將主導全世界各地的智慧城市建設,為了讓台灣ICT產業能供應全球的智慧城市建設,台北市電腦公會結合經濟部與國內七家網通廠商,邀請日本軟體銀行、NTT Docomo等超過20家國外電信商高層明年2月來台參加「全球電信商智慧城市大會」,串聯全球物聯網的供給與需求。

台北市電腦公會表示,智慧城市是物聯網的重要應用場域,物聯網也是智慧城市重要的基礎,隨著IoT時代來臨,擁有大範圍電信基礎建設的電信商將變換角色成為智慧城市服務提供商,以提供民眾全方位智慧化的服務。

電腦公會表示,基於智慧城市展已漸具國際規模,希望每年透過此一活動,邀請全世界的電信商高層來分享IoT建置及智慧城市發展的經驗。

 

三星品牌危機延燒 輸在目中無人
三星旗艦手機自爆,不僅燒掉大筆鈔票,更引發韓國上下對三星企業文化的省思,尤其三星引以為傲的超高壓管理已走到極限,文化改造是李在鎔的當務之急。

百萬名銀髮族睡不好!失眠問題怎麼解?
根據衛福部食藥署統計,國人去年吃掉3億3800顆鎮靜安眠藥,且年紀越大、安眠藥吃得越多,超過百萬名銀髮族得依賴安眠藥才能入睡。為什麼老人家這麼容易失眠?

 

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