The Expanding LoRa Ecosystem and the Struggles of Sigfox

The Expanding LoRa Ecosystem and the Struggles of Sigfox

After a two-year hiatus, the LoRa Alliance resumed its in-person LoRaWAN World Expo event on July 6-7, 2022, in Paris, France, welcoming over 1,000 attendees and exhibitors from around the globe. Market research firm Omdia also attended the event. Achieving sustainable development goals through LoRaWAN networks was one of the key agenda items of this … Read more

ADC Innovation Drugs: The Golden Inflection Point, Can We Seize It?

ADC Innovation Drugs: The Golden Inflection Point, Can We Seize It?

Recently, the WeChat update has disrupted the release schedule, causing many readers to miss article updates. Please set “Fengkou Research” as a star ⭐ so we can move forward together and see each other every day! ADC, a potential new star in the field of innovative drugs In the vast starry sky of innovative drugs, … Read more

Minde Electronics: Can Dual-Drive from Barcode and Semiconductor Break the Growth Bottleneck?

Minde Electronics: Can Dual-Drive from Barcode and Semiconductor Break the Growth Bottleneck?

Understanding the Logic of Price Fluctuations Note:This sectionis fordailyfundamental/technical analysis.It is for personal review purposes only and should not be considered as investment advice. # Minde Electronics: Can Dual-Drive from Barcode and Semiconductor Break the Growth Bottleneck? In the ever-changing landscape of the A-share market, Minde Electronics (300656) has always attracted the attention of investors. … Read more

The Battle of Smart Glasses: How Optical Displays, SoCs, Sensors, and Other Key Industry Chains Seize Opportunities?

The Battle of Smart Glasses: How Optical Displays, SoCs, Sensors, and Other Key Industry Chains Seize Opportunities?

Industry weatherman The rapid development of artificial intelligence technology is profoundly reshaping the landscape of the consumer electronics industry. Smart glasses, as one of the most promising carriers of AI large models, are gradually transitioning from concept to large-scale commercial applications. With the gradual enhancement of AI large model capabilities, human-computer interaction methods are undergoing … Read more

New Display Column | AUO, Huike, TCL Huaxing, Samsung, and BOE Increase Investment in E-Paper Technology

In the wave of display technology, LCD and OLED have long occupied the mainstream stage, defining our interaction with the digital world through high refresh rates, rich colors, and dynamic expressiveness. However, in recent years, a seemingly “low-key” technological force—e-paper—has quietly attracted the attention of global display panel giants, sparking a new wave of investment … Read more

The Evolution of Serving Robots: How Far Has the ‘AI Liu Guoliang’ Come?

The Evolution of Serving Robots: How Far Has the 'AI Liu Guoliang' Come?

2025.06.18 Word count: 2313, estimated reading time: about 4 minutes Author | First Financial Qiao Xinyi A high-level table tennis “match” can start at any time. In one corner of the table tennis table, a serving robot resembling an industrial robot is making final preparations before serving. Based on the training mode selected by the … Read more

Institutions: There is Still Profit to be Made in LCD TV Panels!

Click↑ Follow the blue text aboveFollow us! Get the latest updates in the display industry! On June 12, news emerged that the prices of LCD (Liquid Crystal Display) panels for televisions are currently at a level that allows Chinese panel manufacturers to make slight profits. Market research firm Counterpoint stated that in the past, the … Read more

Semiconductor Industry News | Semiconductor Insights June 15

Semiconductor Industry News | Semiconductor Insights June 15

01 Market Dynamics and Industry Trends Guangzhou Investment and Financing: Establishing a 3 billion yuan smart manufacturing industry fund focusing on semiconductor investment to accelerate the local chip industry chain layout. Exports of industrial robots increased by over 50% year-on-year in the first five months, driven by intelligent transformation, leading to a surge in demand … Read more

Semiconductor Equipment Market: A Tale of Two Extremes

Semiconductor Equipment Market: A Tale of Two Extremes

Remember to star the public account ⭐️ to receive notifications promptly. Recently, SEMI pointed out in its latest “Global Semiconductor Equipment Market Report” that the global semiconductor equipment shipment value in the first quarter of 2025 is expected to grow by 21% year-on-year, reaching $32.05 billion. According to typical seasonal patterns, the shipment value in … Read more

2025 In-Depth Report on Smart Driving SoC Industry

2025 In-Depth Report on Smart Driving SoC Industry

Key Points: The automotive architecture is shifting from centralized to distributed, with SoC chips becoming core components of smart driving: As smart driving continues to advance, the traditional distributed electronic and electrical architecture of vehicles is gradually evolving towards a centralized architecture due to its inability to meet OTA upgrade demands, low computational efficiency, and … Read more