SoC Sector Q1 Performance Surges: Can High Growth Continue? In-Depth Analysis of Yearly Layout Logic

SoC Sector Q1 Performance Surges: Can High Growth Continue? In-Depth Analysis of Yearly Layout Logic

As 2025 begins, the most remarkable segment in the semiconductor industry is undoubtedly the SoC track. A performance report from Rockchip has ignited market enthusiasm: Q1 net profit reached 200-225 million yuan, a year-on-year increase of 196%-233%. The non-recurring net profit is even closer to 100% of the main contribution, completely dispelling market doubts about … Read more

2024: Rockchip vs. Allwinner (Industry’s First Article)

2024: Rockchip vs. Allwinner (Industry's First Article)

1. Revenue Rockchip: 3.14 billion, a year-on-year increase of 47%; Allwinner: 2.29 billion, a year-on-year increase of 37%; 2. Gross Margin Rockchip: 38%, a year-on-year increase of 10%; Allwinner: 31%, a year-on-year decrease of 3.8%; 3. Net Profit Rockchip: Net profit of 600 million, a year-on-year increase of 341%; non-recurring profit of 540 million, a … Read more

Rockchip: The “Dark Horse” of Chips Amidst the AI Explosion at the Edge

Rockchip: The "Dark Horse" of Chips Amidst the AI Explosion at the Edge

1. Market Logic Behind Stock Price Fluctuations:AIoT Demand Explosion and Edge AI Technological Breakthroughs Since 2025, Rockchip (603893 ) has experienced significant stock price volatility. As of April 15, the closing price was 132.32 yuan, with a rolling price-to-earnings ratio (TTM ) reaching 118.2 times, significantly higher than the semiconductor industry average of 117.13 times. … Read more

Sailing Forward Together: Huaxun Networks Partners with Leading PCB Companies to Build a Global IT Foundation and Open New Chapters in Overseas Expansion

Sailing Forward Together: Huaxun Networks Partners with Leading PCB Companies to Build a Global IT Foundation and Open New Chapters in Overseas Expansion

Background In the wave of restructuring and accelerated adjustment of the global electronic manufacturing supply chain, more and more leading PCB companies are turning their attention to overseas markets to enhance supply chain resilience and meet global customer demands. Southeast Asia, with its complete manufacturing ecosystem, superior geographical advantages, and strong policy support, is rapidly … Read more

Wanyuantong: The Invisible Champion in the PCB Sector, How Long Can It Benefit from the Dual Dividends of AI and New Energy Vehicles?

Wanyuantong: The Invisible Champion in the PCB Sector, How Long Can It Benefit from the Dual Dividends of AI and New Energy Vehicles?

1. Introduction to Wanyuantong: From Consumer Electronics to AI Computing Power “PCB Expert” I am Lao Li, having navigated the stock market for many years, I have seen too many companies rise and fall. Recently, I have focused on a PCB company called Wanyuantong, not for any other reason, but because it has accurately positioned … Read more

Analysis of the Value Chain of China’s Printed Circuit Board (PCB) Industry in 2025

Analysis of the Value Chain of China's Printed Circuit Board (PCB) Industry in 2025

For more details, please visit www.cpcashow.com Structure of the Printed Circuit Board Industry ChainThe printed circuit board (PCB) manufacturing industry has a long value chain, with specialized wood pulp paper, electronic-grade fiberglass cloth, electrolytic copper foil, copper-clad laminate (CCL), and printed circuit boards (PCBs) being closely interconnected upstream and downstream products.From the perspective of the … Read more

When AI Robots Take Center Stage in Live Streaming: The Ultimate Form of New Retail is Arriving

When AI Robots Take Center Stage in Live Streaming: The Ultimate Form of New Retail is Arriving

Imagine this: you open a live streaming room, and instead of a human host, you see an articulate, expressive AI robot. It not only accurately recommends products but also responds to your various questions in real-time. This magical scene is becoming a reality with the rise of AI live streaming for sales. 01 Breaking a … Read more

Collaborative Discussion on AI and Robotics Empowering a New Infrastructure Ecosystem

Collaborative Discussion on AI and Robotics Empowering a New Infrastructure Ecosystem

On April 18, 2025, Shudao Construction Company and Chengdu Guimu Robotics Co., Ltd. (hereinafter referred to as “Guimu Robotics”) held a discussion meeting focusing on the theme of “Deep Integration of AI and Robotics with Traditional Construction Technologies.” The two parties reached a preliminary consensus on cooperation directions in areas such as intelligent inspection, intelligent … Read more

AI Robotic Outbound Calling

AI Robotic Outbound Calling

The AI outbound calling system, as a representative tool for intelligent customer service, has demonstrated significant advantages in efficiency improvement, cost optimization, and service upgrades in recent years. Its effectiveness can be comprehensively evaluated from the following dimensions based on data from multiple industries: 1. Core Advantages: Dual Breakthroughs in Efficiency and Cost Efficiency Revolution … Read more

Dynamic Updates | AI + Robotics: Intelligent Advancements in Zigong’s South Sichuan New Materials Chemical Park

Dynamic Updates | AI + Robotics: Intelligent Advancements in Zigong's South Sichuan New Materials Chemical Park

Sichuan News Network – First Screen News Recently, at the Sinopec Blue Sky Sichuan Zhonglan New Energy electrolyte factory, a row of neatly arranged intelligent robots were seen precisely grabbing pipes with their robotic arms and completing the filling operation into tanks. Subsequently, supply chain logistics robots transported the materials along preset routes to the … Read more