👆You can click the blue text to follow and view previous articles From “Chip Shortages and Price Increases” to Independent Breakthroughs: Huawei’s Chip Battle In 2022, when global smartphone manufacturers faced a “chip shortage,” many of us experienced the anxiety of phone shortages—new models were priced thousands higher yet still hard to obtain, and repair … Read more
In recent years, large-screen projector products have rapidly entered the homes of ordinary people. But have you ever thought about whether a “large screen can become a touchscreen”? In December 2022, the well-known domestic ultra-short throw projector brand Huishi launched a value-added accessory called “Hui Diandian” for its ultra-short throw projectors. With the Hui Diandian … Read more
Benefiting from a new round of functional upgrades and performance improvements in smart terminal products, a wave of replacements for smartphones, personal computers, wearable devices, and consumer electronics has emerged, leading to a noticeable increase in terminal demand and significant signs of recovery in the global semiconductor industry.According to data from the World Semiconductor Trade … Read more
The market demand for MCUs has gradually revealed new characteristics and trends in 2024 after experiencing fluctuations in the previous two years. Although international MCU giants are generally under pressure in their 2024 financial reports, Chinese MCU companies are seizing opportunities to increase their market share amid the global industrial chain restructuring…According to the “2024 … Read more
Click the “blue text” to follow us A Must-Read for Investors: The Profit Code Behind DeepSeek and the Robot Revolution Technical Breakthroughs of DeepSeek Spark Market Discussion Recently, the technical breakthroughs of DeepSeek V3 have garnered widespread attention in the tech community. It is reported that the training cost of DeepSeek V3 is only 7% … Read more
While most hardware entrepreneurs are still struggling with supply chain management and cost control, Tao Ye, a former member of DJI, quietly registered Bambu Lab in Shenzhen in 2020 with four core team members. Behind this seemingly ordinary startup story lies an extraordinary background—the founding team all came from key positions in DJI’s consumer drone … Read more
Core Competitiveness of Flexible Response and Fast Delivery「Click the blue text to follow us」2023 Flexible Circuit Boards (FPC) are circuit boards made from flexible substrates, characterized by their ability to bend, fold, and support three-dimensional wiring. Compared to traditional rigid circuit boards (PCBs), flexible circuit boards are widely used in modern electronic devices due to … Read more
The storage industry will be the key to the semiconductor industry’s overall value surge in 2024. Since the second half of 2022, the entire semiconductor industry has begun to show marginal loosening, and in 2023, it entered a downward phase, experiencing approximately 5 quarters of cyclical decline. Historical data shows that the downward trend in … Read more
With the global economic outlook declining and traditional consumer electronics demand falling, the semiconductor industry is beginning to face a wave of order cuts. On July 1, market news reported that the storm of semiconductor chip order cuts and price reductions has expanded again, this time involving MCUs (Microcontrollers), especially with the largest price drops … Read more
The fundamental reason is that the entry position of smart speakers is facing severe challenges.Author丨Jing YuSource | Giant Tide WAVE (ID: WAVE-BIZ)“Xiao Du, Xiao Du, who do you think is better, Tmall Genie or Xiao Ai?”In addition to playing audio, smart speakers encompass various functions such as voice control of smart home devices, voice information … Read more