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tphuang

@tphuang • 34,712 subscribers

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn

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Robotic hand w/ 15 DOF This is more advanced than anything I have seen up to this point

Robotic hand w/ 15 DOF This is more advanced than anything I have seen up to this point

127,931 просмотров

Mate80 launch event will be 11/25 Will start taking pre-order @ 12:08 PM. so any moment now @ HW Mall, stores & authorized retailers. Expected to come w/ K9030 (major upgrade expected), 20GB+ DRAM, 3D face recognition & setting new standard for domestic mfg process & performance Mate X7 will also be launched. Hype around K9030 & M80 has been really something else over the past wk. Many excited ppl.

Mate80 launch event will be 11/25 Will start taking pre-order @ 12:08 PM. so any moment now @ HW Mall, stores & authorized retailers. Expected to come w/ K9030 (major upgrade expected), 20GB+ DRAM, 3D face recognition & setting new standard for domestic mfg process & performance Mate X7 will also be launched. Hype around K9030 & M80 has been really something else over the past wk. Many excited ppl.

18,819 просмотров

Is Unitree becoming the DJI of Quadruped robots? Well, according to Unitree, it now command 60-70% mkt share in global Quadruped robots + 50%+ mkt share in large general purpose humanoid robots.

Is Unitree becoming the DJI of Quadruped robots? Well, according to Unitree, it now command 60-70% mkt share in global Quadruped robots + 50%+ mkt share in large general purpose humanoid robots.

15,133 просмотров

Hainan commercial space launch site is an important place. They expect to do 20-30 launches here next yr w/ eventual goal of 100 launches/yr. It's had 7 launches from the 2 launchpads that are in operation. China's multiple constellation project likely depend rely on this

Hainan commercial space launch site is an important place. They expect to do 20-30 launches here next yr w/ eventual goal of 100 launches/yr. It's had 7 launches from the 2 launchpads that are in operation. China's multiple constellation project likely depend rely on this

10,305 просмотров

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May 1st celebration in Chongqing. Drone Swarm returning to nest after performing. This is something to behold.

May 1st celebration in Chongqing. Drone Swarm returning to nest after performing. This is something to behold.

1,230,565 просмотров • 1 месяц назад

CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h, wheels are retracted and vehicle is suspended as it moves along.

CGTN showcasing China's 600km/h maglev train. It runs on rubber wheels at lower speed. After reaching 150km/h, wheels are retracted and vehicle is suspended as it moves along.

4,151,827 просмотров • 10 месяцев назад

Long thread on what we saw today out of Beijing. We can start off where they showed off the revamped nuclear triad. DF61 & 31BJ from ground + DF-5C new silo ICBM JL-3 from 094 submarines & JL-1 from H-6N i don't care much abt nukes, so this is more for the DC policy makers.

Long thread on what we saw today out of Beijing. We can start off where they showed off the revamped nuclear triad. DF61 & 31BJ from ground + DF-5C new silo ICBM JL-3 from 094 submarines & JL-1 from H-6N i don't care much abt nukes, so this is more for the DC policy makers.

833,622 просмотров • 9 месяцев назад

Reminder that Chinese drone support for both countries are restricted to dual use components. If China actually supplied drone swarm combat system like this "Atlas" platform, it would be able to fire 96 drones that coordinate each other per 2 vehicle team. 3 sec/launch & each have their own role. Just need 1 tech personnel to control 96 drones. Light, long endurance & can be folded & installed into small tubes. Can install different payloads.

Reminder that Chinese drone support for both countries are restricted to dual use components. If China actually supplied drone swarm combat system like this "Atlas" platform, it would be able to fire 96 drones that coordinate each other per 2 vehicle team. 3 sec/launch & each have their own role. Just need 1 tech personnel to control 96 drones. Light, long endurance & can be folded & installed into small tubes. Can install different payloads.

32,785 просмотров • 25 дней назад

This is BYD starting phase 5, 6, 7 & 8 out of its expansion in Zhengzhou at the same time. Built next to Zhengzhou land port. Just watch the number of construction & engineering vehicles + the raw size of this area. BYD's scale & ability to build up massive factories is quite mind blowing. The existing real estate is already larger than any Tesla Gigafactory & this expansion makes the existing plant look small. What will BYD be building here? Will it be hiring all the workers that get displaced from Foxconn factory nearby? What a company.

This is BYD starting phase 5, 6, 7 & 8 out of its expansion in Zhengzhou at the same time. Built next to Zhengzhou land port. Just watch the number of construction & engineering vehicles + the raw size of this area. BYD's scale & ability to build up massive factories is quite mind blowing. The existing real estate is already larger than any Tesla Gigafactory & this expansion makes the existing plant look small. What will BYD be building here? Will it be hiring all the workers that get displaced from Foxconn factory nearby? What a company.

457,677 просмотров • 1 год назад

I don't think we have really fully appreciated all the possible humanoid robot applications.

I don't think we have really fully appreciated all the possible humanoid robot applications.

159,091 просмотров • 6 месяцев назад

BYD Zhengzhou factory's dramatic expansion as photographed by ChangGuang's Jilin-1 constellation. Notice how quickly it sprung up & the international land port that was built at the same time. You can get a sense of the whole factory size by the land port size.

BYD Zhengzhou factory's dramatic expansion as photographed by ChangGuang's Jilin-1 constellation. Notice how quickly it sprung up & the international land port that was built at the same time. You can get a sense of the whole factory size by the land port size.

130,594 просмотров • 5 месяцев назад

BYD showcasing its magic blade 2.0 battery using 2nd gen lightning charging. Under regular condition, it charges from 10 to 70% in 5 min & 10 to 97% in 9 min! Under -20 C/extreme cold after 24 hr freeze, it can still charge from 20 to 97% in 12 min! Unbelievable!

BYD showcasing its magic blade 2.0 battery using 2nd gen lightning charging. Under regular condition, it charges from 10 to 70% in 5 min & 10 to 97% in 9 min! Under -20 C/extreme cold after 24 hr freeze, it can still charge from 20 to 97% in 12 min! Unbelievable!

70,687 просмотров • 3 месяцев назад

While most Vietnam visitors into China are probably checking out Yunnan via train, this seem to be spreading to Shanghai also. Shanghai has long been China's 1st stop for many foreign visitors. A lot of Japanese, Korean & Russians. I wonder if Shanghai will become for ASEAN countries what Miami is for Latin American countries. Basically, a metropolis that not only shapes nearby areas but the entire region from cultural & social trends & such. If you have ever been to South America, you'd see that a lot of local elites have connections to Miami. They like to compare wealthy & nicer part of their cities to Miami. People w/ money buy homes in Miami. And business open their US branch in Brickell. If there is 1 city in China that could probably have that kind of magnetism for surrounding Asian population, that would be Shanghai. Shenzhen is more technologically advanced, but ppl are workaholics. Beijing is too political & far north. Chongqing is too inland & probably not as fashionable. Shanghai checks all the boxes.

While most Vietnam visitors into China are probably checking out Yunnan via train, this seem to be spreading to Shanghai also. Shanghai has long been China's 1st stop for many foreign visitors. A lot of Japanese, Korean & Russians. I wonder if Shanghai will become for ASEAN countries what Miami is for Latin American countries. Basically, a metropolis that not only shapes nearby areas but the entire region from cultural & social trends & such. If you have ever been to South America, you'd see that a lot of local elites have connections to Miami. They like to compare wealthy & nicer part of their cities to Miami. People w/ money buy homes in Miami. And business open their US branch in Brickell. If there is 1 city in China that could probably have that kind of magnetism for surrounding Asian population, that would be Shanghai. Shenzhen is more technologically advanced, but ppl are workaholics. Beijing is too political & far north. Chongqing is too inland & probably not as fashionable. Shanghai checks all the boxes.

121,663 просмотров • 8 месяцев назад

Large solar farms in desert. Here in Ningxia, they have 3 GW solar panel grid connected & the cool part is all the environments recovery. happening under the panels. Not only plants, but also animals have come back to the area. Biodiversity is happening under the shade.

Large solar farms in desert. Here in Ningxia, they have 3 GW solar panel grid connected & the cool part is all the environments recovery. happening under the panels. Not only plants, but also animals have come back to the area. Biodiversity is happening under the shade.

23,844 просмотров • 1 месяц назад

China now has the problem where it doesn't have enough unrecycled garbage for all the waste-to-energy plant that came up recently. Ppl are digging up old buried trash & buying them. AI finds all the garbage w/ value & separate them. It does this job far more efficiently & better than human workers. Remaining trash is burnt up for power & sent them to flying ash treatment. Over time, waste separating center will be able to find use for greater % of waste -> less left for burning. All the old buried trash will eventually be used up. And then, China's overcapacity in trash treatment can finally result in some plant closures.

China now has the problem where it doesn't have enough unrecycled garbage for all the waste-to-energy plant that came up recently. Ppl are digging up old buried trash & buying them. AI finds all the garbage w/ value & separate them. It does this job far more efficiently & better than human workers. Remaining trash is burnt up for power & sent them to flying ash treatment. Over time, waste separating center will be able to find use for greater % of waste -> less left for burning. All the old buried trash will eventually be used up. And then, China's overcapacity in trash treatment can finally result in some plant closures.

92,735 просмотров • 6 месяцев назад

HW unveils HarmonyOS for PC Integrates AI, communication, security & smoothness 1st product to be launched on 05/19 Supports QQ, WPS, DingTalk, Tencent Video, QQ Music, games & much more Allows seemly integration w/ phone, pad & other Harmony devices

HW unveils HarmonyOS for PC Integrates AI, communication, security & smoothness 1st product to be launched on 05/19 Supports QQ, WPS, DingTalk, Tencent Video, QQ Music, games & much more Allows seemly integration w/ phone, pad & other Harmony devices

142,518 просмотров • 1 год назад

While Boston Dynamics is still stuck on doing flips w/ its Quadruped robots, Unitree dogs are hauling around 250 kg payload. It's amazing to see BD give up its 1st mover advantage.

While Boston Dynamics is still stuck on doing flips w/ its Quadruped robots, Unitree dogs are hauling around 250 kg payload. It's amazing to see BD give up its 1st mover advantage.

92,396 просмотров • 9 месяцев назад

Typical MUMT in PLA. Wide usage of FPVs in ISR & attack role + the unit's own R&D where they use available parts to put together FPVs - uses advanced sensors like laser targeting. They have access to the best supply chain, but battlefield innovations are happening @ unit level.

Typical MUMT in PLA. Wide usage of FPVs in ISR & attack role + the unit's own R&D where they use available parts to put together FPVs - uses advanced sensors like laser targeting. They have access to the best supply chain, but battlefield innovations are happening @ unit level.

13,945 просмотров • 1 месяц назад

Optical fiber is another huge constraint in AI DC expansion. YOFC is the mkt leader here, while Corning is the biggest player in US mkt. in Q1, China's sales here grew 35% YoY w/ oversea orders growing by 55% YoY. Demand is very high to North America & Southeast Asia. Suppliers fully booked until 2027Q1. Px for certain product up 650% YoY. In fact, supply is not coming online as fast as demand requires. Some major suppliers increasing product in 2026 includes HengTeng & Far East Smarter Energy. As AI DC go fully optical, demand for optical fiber grew exponentially. Note demand in SEA, where many American & Chinese big tech are building Data centers.

Optical fiber is another huge constraint in AI DC expansion. YOFC is the mkt leader here, while Corning is the biggest player in US mkt. in Q1, China's sales here grew 35% YoY w/ oversea orders growing by 55% YoY. Demand is very high to North America & Southeast Asia. Suppliers fully booked until 2027Q1. Px for certain product up 650% YoY. In fact, supply is not coming online as fast as demand requires. Some major suppliers increasing product in 2026 includes HengTeng & Far East Smarter Energy. As AI DC go fully optical, demand for optical fiber grew exponentially. Note demand in SEA, where many American & Chinese big tech are building Data centers.

18,630 просмотров • 1 месяц назад

A 60kW Hybrid aero-engine by 天府轻动 had maiden flight in 2025/12. Similar to EREV, turbine does not directly propel the aircraft, but uses generator to charge battery -> electric duct fan provide the thrust for flight. AECC has showcased larger MW class hybrid propulsion in 2025, so expect this more efficient propulsion system to continue to scale up.

A 60kW Hybrid aero-engine by 天府轻动 had maiden flight in 2025/12. Similar to EREV, turbine does not directly propel the aircraft, but uses generator to charge battery -> electric duct fan provide the thrust for flight. AECC has showcased larger MW class hybrid propulsion in 2025, so expect this more efficient propulsion system to continue to scale up.

24,522 просмотров • 2 месяцев назад

China & Mongolia having a joint exercise. China is using modern equipment like drones & robot dogs. Mongolia is still riding on horses. It's like we are still in Genghis Khan time.

China & Mongolia having a joint exercise. China is using modern equipment like drones & robot dogs. Mongolia is still riding on horses. It's like we are still in Genghis Khan time.

80,356 просмотров • 9 месяцев назад

Fusion reactor is 1 of 6 future tech of priority for 15th FYP & you can see state media get behind this effort. Hefei's BEST reactor will be complete in 2027 & can use Deuterium from seawater as the main fuel src. China is all-in on artificial sun.

Fusion reactor is 1 of 6 future tech of priority for 15th FYP & you can see state media get behind this effort. Hefei's BEST reactor will be complete in 2027 & can use Deuterium from seawater as the main fuel src. China is all-in on artificial sun.

45,492 просмотров • 5 месяцев назад

Drones cleaning solar panels continuously in Xinjiang solar farms w/o damaging surfaces. Post cleaning, solar panel efficiency increase 5-20% & increase 100MWh power per day

Drones cleaning solar panels continuously in Xinjiang solar farms w/o damaging surfaces. Post cleaning, solar panel efficiency increase 5-20% & increase 100MWh power per day

76,704 просмотров • 10 месяцев назад

CCTV piece on J-11 series (China's Su-27) revealed importance of modern electronics in air combat. AESA upgrade in J-11BG from J-11B resulted in 50% longer detection range & 10x better ECCM compared mechanical radar. J-16 would take this up another notch by having all new plumbing that allows much greater power generation & cooling to support more powerful radar & processor unit. Aircraft that still relies on early 2000s electronics tech would have a real hard time against modern avionics. At the end of the day, detecting other side & avoid getting detected is the key. If your RF tech is significantly better, then it makes up gaps elsewhere. This is when PAF stations something like JF-17 block 3 in Saudi Arabia, it's a big deal. Aside from the new F-15s, RSAF does not have AESA equipped fighter jet to the best of my knowledge. AESA radar is a huge upgrade over mechanical radars. GaN radar is a huge upgrade over GaA radar. GaN-on-SiC is huge upgrade over GaN-on-Si radar. GaO-On-Diamond is a huge upgrade over GaN-on-SiC. Modern air combat is all about the RF tech, power/cooling and software involved.

CCTV piece on J-11 series (China's Su-27) revealed importance of modern electronics in air combat. AESA upgrade in J-11BG from J-11B resulted in 50% longer detection range & 10x better ECCM compared mechanical radar. J-16 would take this up another notch by having all new plumbing that allows much greater power generation & cooling to support more powerful radar & processor unit. Aircraft that still relies on early 2000s electronics tech would have a real hard time against modern avionics. At the end of the day, detecting other side & avoid getting detected is the key. If your RF tech is significantly better, then it makes up gaps elsewhere. This is when PAF stations something like JF-17 block 3 in Saudi Arabia, it's a big deal. Aside from the new F-15s, RSAF does not have AESA equipped fighter jet to the best of my knowledge. AESA radar is a huge upgrade over mechanical radars. GaN radar is a huge upgrade over GaA radar. GaN-on-SiC is huge upgrade over GaN-on-Si radar. GaO-On-Diamond is a huge upgrade over GaN-on-SiC. Modern air combat is all about the RF tech, power/cooling and software involved.

14,520 просмотров • 1 месяц назад