Keli Sensor (603662) Fundamental Analysis: From Sensor Leader to Builder of Industrial IoT Ecosystem

Keli Sensor (603662) Fundamental Analysis: From Sensor Leader to Builder of Industrial IoT Ecosystem

1. Company Overview: Global Invisible Champion in Mechanical Sensors Keli Sensor was established in 1995 and is headquartered in Ningbo. It is the only company in China that has maintained the number one market share in mechanical sensors for 14 consecutive years, boasting the world’s largest production line for steel sensors with an annual production … Read more

Chuangyao Technology: The ‘Invisible Champion’ of Communication Chips, Why Are Institutions Increasing Their Holdings?

Chuangyao Technology: The 'Invisible Champion' of Communication Chips, Why Are Institutions Increasing Their Holdings?

1. Corporate Culture: An Engineer’s ‘Utopia’, Steady and Technical In terms of employee benefits, recruitment information from BOSS Zhipin shows that Chuangyao offers 15 days of paid annual leave, regular team-building activities, and domestic and international travel. More importantly, the company implements a ‘mentor system’, where new employees receive one-on-one guidance from senior engineers, fostering … Read more

CINNO Research | Smartphone TFT-LCD Display Driver Chip Market: Rapid Growth of Domestic Enterprises in Mainland China, Global Market Share Exceeds 12%

CINNO Research | Smartphone TFT-LCD Display Driver Chip Market: Rapid Growth of Domestic Enterprises in Mainland China, Global Market Share Exceeds 12%

“The growth of the global display panel market in 2020 has driven the demand for display driver chips. According to CINNO Research data, the global demand for display driver chips in 2020 was 8.2 billion units, an increase of 8.7% compared to 2019, of which the demand for smartphone TFT-LCD panel driver chips was 1.4 … Read more

Will Robots Have Performance Expectations?

Will Robots Have Performance Expectations?

On Friday, the focus of quantitative analysis and the industrial chain was on 5G and real estate, and there is certainly no sustainability in this. One reason is the news from Germany regarding 5G that stimulated the market, and the other is the post-market hype around real estate.For those involved in these two areas on … Read more

Why Wall Street is Accelerating the Deployment of Quantum-Resistant Cryptography?

Why Wall Street is Accelerating the Deployment of Quantum-Resistant Cryptography?

↑ Click the above“Little Bee Investment Research”Follow me Recently, the Ethereum (ETH) market has experienced severe fluctuations, with prices plummeting from $2839 on February 24 to $2076, a drop of over 26% in five days. On-chain data shows that whale accounts are selling off in large quantities, spreading panic in the market. Behind this wave … Read more

Cellular IoT Gateway Market Expected to Reach 8.6 Million Units Annually

Cellular IoT Gateway Market Expected to Reach 8.6 Million Units Annually

Source: IoT Space Station Author: Silver Craftsman Abstract: Market research firm Berg Insight predicts that from 2018 to 2023, the shipment of cellular IoT gateways will maintain a compound annual growth rate of 18.2%, reaching 8.6 million units by 2023. Market research firm Berg Insight released a report on the cellular IoT gateway market in … 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

Weekly Market Update: Stable Price Increases for High-Capacity NAND Flash; How is the DRAM Spot Market Performing?

Weekly Market Update: Stable Price Increases for High-Capacity NAND Flash; How is the DRAM Spot Market Performing?

▲ Click on “Global Semiconductor Observation” above to follow our public account Part 1 DRAM Spot Prices Remain Flat This week, the DRAM spot market is quiet. Even though the official prices from manufacturers have seen slight increases, they have not stimulated market purchasing momentum, primarily due to poor end-user demand. Most factories are consuming … Read more

What Does the Continuous Rise of Smart Home Packages Indicate?

What Does the Continuous Rise of Smart Home Packages Indicate?

To this day, topics related to new homes and renovations seem unable to exist independently of “smart homes.” According to monitoring data from AVC, the configuration rate of smart home systems in China’s refined decoration market increased by 2 percentage points from January to March 2022, with the configuration rates of smart locks, smart switches, … Read more

Impact of Chip Origin Certification on Automotive Chip Substitution

Impact of Chip Origin Certification on Automotive Chip Substitution

1. Interpretation of Import Tariff Policy Changes in certification standards: Following the latest customs tariff changes, the certification of chip origin has shifted from being primarily based on the production location of the complete chip package to being certified according to the wafer fabrication location. This change is strictly enforced, leaving little room for ambiguous … Read more