AI glasses shipments up 263% in H1; Zhiyuan delivers 20,000th robot
创业邦 · wechat · 2026-09-25
Industry digest: Tesla's Android app update apparently leaked the production design of Optimus Gen 3 (22-DOF hands); Zhiyuan delivered its 20,000th embodied robot, the A3 Ultra, to Chimelong; Counterpoint reports global AI glasses shipments grew 263% YoY in H1 2026, with display-less models at 96% share. Also: Toyoda Gosei's new India plant and China PC shipments up 11% in Q2.
More from Embodied
- DIY soft pouch actuator gets 4x stroke via TPU-silicone hybrid design — IanPritchard · 2026-09-25
- Waymo: 82% Fewer Injury Crashes Than Humans Across 271 Million Driverless Miles — reed · 2026-09-25
- HRI 2027 Adds Archival Industry White Paper Track for Real-World Robot Deployments — petitegeek · 2026-09-25
- Qualcomm goes all-in on agents: 2nm Snapdragon 8 Elite debuts with 5GHz CPU and agent-first NPU — 量子位 · 2026-09-25
- Google dev imagines orchestrating AI agents via smart glasses: tap their shoulder, watch their screen — jason_mayes · 2026-09-25
- Climbing analysis in 3D with iPhone LiDAR: open-source SAM 3.1 + ViTPose demos — dosco · 2026-09-25