According to messages from distributor channels, the price of the RK3588 used to be just over 300, but now it requires 400, and it is not guaranteed to be available.The shortages of the RV1109 and RV1126 are known facts, and the renewed shortage of the RK3588 is perplexing. The 3588 is a key model for the company, and there should be sufficient stock; the inventory data supports this conclusion. Therefore, the shortage of the 3588 is indeed puzzling.Is Samsung cutting off supply? This has already been debunked. The company announced at noon that the demand for AIOT in the first quarter exceeded expectations. What does exceeding expectations really mean? Can it lead to shortages? According to RK’s estimates, Q1 should have a revenue expectation of 830 million, which corresponds to a net profit that has more than doubled.Price increase? According to General Manager Li’s business style, that will not happen. Those are merely issues related to the circulation channels speculating on prices. The real benefit to the company comes from the volume growth caused by the shortage.As for how much this will be, we will have to wait for the quarterly report to reveal. However, based on current market news, the company’s announcement that the demand for AIOT in the first quarter exceeded expectations should not be unfounded.