Ankai Micro: The Invisible Champion of IoT Chips – Why Are Institutions Increasing Their Holdings?

Ankai Micro: The Invisible Champion of IoT Chips - Why Are Institutions Increasing Their Holdings?

In the turbulent semiconductor industry, there is a company that has quietly operated for 24 years, leveraging a “technology + ecosystem” dual-drive strategy to quietly occupy an important position in the IoT chip market. This company is Ankai Micro. As a veteran player deeply engaged in core SoC chips for IoT smart hardware, how does … Read more

Net Profit Soars Sixfold! The Surge of Edge AI Applications: Which Chip Companies Are Winning Big?

Net Profit Soars Sixfold! The Surge of Edge AI Applications: Which Chip Companies Are Winning Big?

According to reports from Electronic Enthusiasts (by Zhang Ying), in the first quarter of 2025, the open-source of large model technology represented by Deepseek has brought disruptive changes to the development of edge and endpoint AI applications. With the significant reduction in the development threshold for AI at the endpoint, and thanks to advantages such … Read more

Top 10 Semiconductor Companies by Net Profit Growth in Q1

Top 10 Semiconductor Companies by Net Profit Growth in Q1

As global AIoT device shipments surpass 5 billion units, the demand for heterogeneous computing in smart terminals is driving the chip industry into a new cycle of innovation. The self-developed storage-computing integrated architecture by domestic technology companies has achieved commercial implementation in edge computing scenarios, bringing structural growth opportunities to the semiconductor industry. In the … Read more

Allwinner Technology: Dual-Engine Drive of AIoT and Automotive Chips, Opportunities and Challenges Under High Growth

Allwinner Technology: Dual-Engine Drive of AIoT and Automotive Chips, Opportunities and Challenges Under High Growth

1. Company Overview: Technology-Driven Domestic Chip Design Leader Allwinner Technology, established in 2007, is a leading domestic designer of intelligent application processor SoCs (System on Chip), adopting a Fabless model (focusing on design, outsourcing manufacturing). Its products cover four core areas: consumer electronics, smart vehicles, industrial control, and AIoT (Artificial Intelligence of Things). Core businesses … Read more

Guoxing Optoelectronics: Unveiling the Three Core Advantages of the Global LED Chip Leader

Guoxing Optoelectronics: Unveiling the Three Core Advantages of the Global LED Chip Leader

Click the blue text above to follow us “From a lighting workshop by the Shenzhen River to a global semiconductor highland, Guoxing Optoelectronics has completed a transformation worth hundreds of billions in 17 years. Its self-developed GaN on SiC technology has achieved a yield rate of 92%, and the Photonic AIoT platform has reduced the … Read more

Comparison of Financial Reports Between Allwinner Technology and Rockchip: The Dual Giants of AIoT Chips

Comparison of Financial Reports Between Allwinner Technology and Rockchip: The Dual Giants of AIoT Chips

Recently, the WeChat update has disrupted the publication schedule, causing many readers to miss article updates. Please set “Fengkou Research” as a star ⭐ so we can continue to move forward together and meet every day! In the field of AIoT (Artificial Intelligence of Things) chips, Allwinner Technology and Rockchip are two prominent companies. With … Read more

Xiaomi + IKEA = The First Smart Home for Young People?

Xiaomi + IKEA = The First Smart Home for Young People?

Dear friends, do you know about IoT? IoT stands for Internet of Things. If this is your first time hearing it, you might feel a bit awkward, similar to when you first learned that VIP stands for Very Important Person… However, its Chinese name is very meaningful, called 物联网 (Wùliàngwǎng). Actually, I think this is … Read more

The Collision of MCU and LLM: Exploring the Possibilities of AIoT

The Collision of MCU and LLM: Exploring the Possibilities of AIoT

Click below👇“AI Knowledge Exchange”Follow our official account “The table lamp at home suddenly understands human speech, factory machines proactively report faults, and children’s toys can assist with homework… These scenarios are no longer science fiction! Recently, a technological trend has been quietly brewing—connecting the traditionally ‘silent’ Microcontroller Units (MCUs) with large AI models. What possibilities … Read more

Industry Trends: Security Monitoring Main Chip (SoC) Series – Rockchip RK3588

Industry Trends: Security Monitoring Main Chip (SoC) Series - Rockchip RK3588

The security industry has emerged in response to the modern society’s demand for safety. With the reform and innovation of video surveillance technology, the industry has gone through four stages: analog monitoring, digital monitoring, network high-definition monitoring, and intelligent monitoring. Each breakthrough in these stages has been led by innovations in upstream technology.In security monitoring … Read more

Analysis of Rockchip’s 2024 Annual Report and Q1 2025 Report

Analysis of Rockchip's 2024 Annual Report and Q1 2025 Report

Rockchip released its 2024 annual report and Q1 2025 report last night. This article mainly records the observation points.The performance is impressive, no need for further elaboration. The product matrix has taken shape, and the “top-down and bottom-up, yin-yang coordination” strategy is beginning to show its power. This annual report has changed the original eight-character … Read more