Bohai Technology: A Comprehensive Overview of Allwinner Technology

Bohai Technology: A Comprehensive Overview of Allwinner Technology

1. Company Overview The company was established in 2007 and is an outstanding designer of intelligent application processors SoC, high-performance analog devices, and wireless interconnection chips. The company specializes in the multimedia chip industry, accumulating core technology and relevant industry resources while establishing a complete chip R&D system. Subsequently, the company released several chip series, … Read more

7 Most Promising Companies in the RISC-V Chip Sector

7 Most Promising Companies in the RISC-V Chip Sector

Background Trends Currently, the US-China tariff war is essentially a technology war, with semiconductors becoming the core battlefield. The US’s blockade of semiconductor technology to China (such as restrictions on the export of advanced process equipment) is forcing China to accelerate the self-sufficiency of core technologies. As an open-source instruction set architecture (ISA), RISC-V does … Read more

The Journey of GigaDevice’s Automotive-grade MCU

The Journey of GigaDevice's Automotive-grade MCU

With the increasing trend of electrification, intelligence, and connectivity in the automotive industry, the demand for chips and electronic components is growing exponentially. Traditional automotive electronic component companies are unable to fully meet the innovative functional demands of automotive applications, and they are struggling to respond to the design and procurement needs of numerous new … Read more

Weir Shares: Core Module CIS Chip Provider for Cameras

Weir Shares: Core Module CIS Chip Provider for Cameras

1. What is the core product CIS of Weir Shares? CIS, short for Cmos Image Sensor, is the core component of camera modules, accounting for 30-50% of the total cost of the camera module. Its role in the camera module is to convert optical signals into electrical signals, transforming photons into electrons. As a core … Read more

PCBA Manufacturing Drives Innovation in the Automotive Industry

PCBA Manufacturing Drives Innovation in the Automotive Industry

As of 2025, automobiles are no longer just a combination of mechanics and steel; they are “mobile intelligent terminals” equipped with thousands of chips and hundreds of control boards. From BYD’s smart cockpit to XPeng’s autonomous driving systems, from Tesla’s battery management systems to Li Auto’s air suspension control, every performance enhancement relies on the … Read more

Industry Experts Warn: Qualcomm’s Acquisition of NXP Could Lead to Job Losses!

Industry Experts Warn: Qualcomm's Acquisition of NXP Could Lead to Job Losses!

Yesterday, after Lao Zhang published “The 28th Extension of Trading Time, Is Qualcomm’s Acquisition of NXP Still Possible?”, an automotive electronics industry insider shared a lot of insider information with me. What struck me the most was his statement: “If Qualcomm merges with NXP, we will all be unemployed!” “MediaTek and Qualcomm are the grave … Read more

Allwinner Technology: Flourishing in Smart Terminals and Automotive Electronics, but Beware of Intensifying Market Competition

Allwinner Technology: Flourishing in Smart Terminals and Automotive Electronics, but Beware of Intensifying Market Competition

Allwinner Technology (300458.SZ), as a leading domestic designer of smart application processor SoCs and smart power management chips, has achieved significant accomplishments in recent years in the fields of smart terminals, smart projection, and automotive electronics. Recently, China Post Securities maintained a “buy” rating for the company, reflecting the market’s high recognition of its future … Read more

Dividend Payout Ratio of 95%: Allwinner Technology Shows Strong Confidence!

Dividend Payout Ratio of 95%: Allwinner Technology Shows Strong Confidence!

Edge AI is Exploding! From 2024 to 2030, the global edge AI chip market is expected to grow from $18 billion to $85 billion. Who will capture the trillion-dollar incremental space? Which SoC chip companies like Rockchip, Allwinner Technology, and Hengxuan Technology will prevail? At first glance, based on revenue and profitability metrics, the winner … Read more

Allwinner’s 2024 Net Profit Reaches 167 Million, Up 626% Year-on-Year

Allwinner's 2024 Net Profit Reaches 167 Million, Up 626% Year-on-Year

In 2024, Allwinner achieved a revenue of 2.288 billion yuan, a year-on-year increase of 37%; the net profit was 167 million yuan, a year-on-year increase of 626%; the net profit excluding non-recurring items was 116 million yuan, a year-on-year increase of 1539%. The improvement in Allwinner’s performance and operational status is related to both the … Read more

Rockchip: Financial Performance and Future Strategies

Rockchip: Financial Performance and Future Strategies

1. Financial Data According to publicly available financial reports, Rockchip achieved a revenue of approximately 3.25 billion yuan in the first three quarters of 2024, a year-on-year increase of 28%, primarily benefiting from the growth of AIoT chips and automotive electronics business. The net profit for the first three quarters reached 580 million yuan, a … Read more