On November 20, 2023, Siwei Tuxin (002405.SZ) responded to concentrated inquiries from investors regarding chip shipments and revenue recognition on its investor relations platform. Previously, the company’s semi-annual report disclosed that its subsidiary Jiefa Technology shipped approximately 90 million SoC chips and about 80 million MCU chips in the first half of the year. In … Read more
“FPGA+SoC“ Joint Innovation Laboratory Introduction In response to the national integrated circuit industry strategic layout and to deepen the integration of production and education in the electronic information field, on November 14, our school and Shanghai Anlu Information Technology Co., Ltd. (hereinafter referred to as “Anlu Technology”) successfully held the unveiling ceremony for the “FPGA+SoC … Read more
Introduction Bouffalo Lab is a chip design company focused on developing industry-leading technologies in ultra-low power consumption, multi-protocol interconnectivity, and high-performance audio and video edge computing, providing comprehensive AIoT solutions from edge to endpoint for smart homes. The company has successfully mass-produced two generations of AIoT Wi-Fi multi-protocol chips, which are widely used in smart … Read more
This article often discusses the market share of mobile manufacturers; today, we will talk about the market share of mobile SoC chips and the proportion of advanced processes in mobile SoC chips. 1: Current Market Share of Mobile SoC Chips Brand 2024Q1 2024Q2 2024Q4 2025Q1 2025Q2 MediaTek 41% 34% 31% 38% 37% Qualcomm 27% 30% … Read more
According to Late Auto news, NIO’s self-developed advanced intelligent driving chip “Shenqi NX9031” has begun technology licensing, providing technical authorization to an automotive chip company.If it is a system-level SoC technology authorization, the order value could reach hundreds of millions. This means that NIO chips are seeing revenue for the first time beyond internal use.In … Read more
This article is provided by the Semiconductor Industry Review (ID: ICVIEW). In 2025, advanced process nodes will account for 51% of the smartphone SoC shipment volume, a significant increase from 43% in 2024. According to the latest report from Counterpoint titled “Global Smartphone AP-SoC Shipment Forecast (by Process Node)”, by 2025, advanced process nodes (5/4/3/2nm) … Read more
Contact me for automotive-grade chip business consultation👆🏻 In the field of smart driving chips,the coexistence of ultra-high computing power (TOPS) and ultra-high functional safety (ASIL-B/D) is one of the core challenges in high-performance SoC design. Automotive-grade AI chips represented by NVIDIA Orin and Horizon Journey 5 achieve the dual goals of performance and safety through … Read more
D20251024-Guotou Securities-Deep Analysis of the Electronic Industry: Edge AI Ignites a New Round of Electronic Cycle, SoC Expected to Welcome Davis Double-Click Moment.pdf20250724-Dongwu Securities-Rockchip-603893-AIoT SoC Chip Leader Embraces New Opportunities in Edge AI.pdf20250714-CMB Securities-Rockchip-603893-Domestic AIoT SoC Chip Leading Manufacturer Driven by Edge AI Applications for Growth.pdfK Rockchip’s Business Logic Chain: 1. Business Model and Industry … Read more
According to Xinzhijia: As the automotive industry advances towards intelligence, the number of electronic/electrical systems installed in vehicles continues to increase. Public data shows that a high-end luxury car can have more than 70 electronic control units (Electronic Control Unit, ECU), among which the engine management system, chassis control system, and braking system are all … Read more
Author | Yangcheng Investment Research TeamThe full text contains4085words, reading will take about8minutes 1 Introduction With the continuous advancement of intelligent driving, the traditional distributed electronic and electrical architecture of automobiles is gradually evolving towards a centralized architecture due to its inability to meet the demands of OTA (Over the Air) upgrades, low computational efficiency, … Read more