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
Click to follow36Kr, pin the public account Professional industry news and in-depth reports, don’t miss out ━━━━━━ The Global Sources Electronics Show showcases more smart home technologies and products, and the smart home and smart security sectors may welcome a new wave of opportunities. On April 11, the world’s largest electronics procurement event, the “Global … Read more
2023.11.01 Word count: 2606, estimated reading time: about 4 minutes Introduction: Young consumers with a strong acceptance of new things are the main force in the consumption of smart home products. Coupled with the popularity of smartphones and the improvement of internet infrastructure, this will undoubtedly drive the development of the IoT industry. Author | … Read more
Electronics Industry (Semiconductors/Consumer Electronics) 2019 Annual Growth Logic: Domestic Substitution (Semiconductors) + Consumption Upgrade (TWS Earphones) Representative Stocks: Weir Shares (CIS Chips): +389.56% (Increased penetration of multi-camera in smartphones + demand for automotive cameras) Saintbond Shares (Analog Chips): +380% (Accelerated domestic substitution + merger expectations) Beijing Junzheng (IoT Chips): +378.05% (Smart video chip volume increase) … Read more
Chinese consumer electronics have indeed been exempted, applicable under the latest exemption terms. (Products manufactured within China are also exempted) The exempt tariff codes 8517.13.00, 8471, 8517.62.00 cover Apple products manufactured in China, including smartphones, laptops, headphones, glasses, and watches. This means that all products produced by Apple in China and exported to the United … Read more
Recently, the WeChat update has disrupted the release schedule, causing many readers to miss article updates. Please set “Investment Trends” as a star ⭐ so we can continue to move forward together, seeing each other every day! We are currently in the earnings report season, and the semiconductor industry is experiencing a recovery. Let’s explore … Read more
In the past two months, major manufacturers have successively released their most significant hardware products for this year. So, which smart hardware category saw the fastest sales growth last quarter? It is neither smartphones nor laptops and tablets, but smart speakers. Recently, the consumer technology market research firm Strategy Analytics released the “Global Smart Speaker … Read more