Top 10 Fastest Growing Companies in AI Chips (Q1 Report)

Top 10 Fastest Growing Companies in AI Chips (Q1 Report)

On May 7, the People’s Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio and a 0.1 percentage point decrease in the policy interest rate, which is expected to release 1 trillion yuan in long-term liquidity. This policy directly benefits the capital market and injects a strong boost into the … Read more

Observation: China’s Robot Industry Scale Expected to Grow to Approximately 400 Billion Yuan

Observation: China's Robot Industry Scale Expected to Grow to Approximately 400 Billion Yuan

With the rapid advancement of technology, the robot industry is accelerating its transition towards intelligence. Especially since the beginning of this year, a series of deployments have been made from the central to local governments to cultivate embodied intelligence and develop intelligent robots. The resonance between policy and market is creating new opportunities, and the … Read more

What is an Exoskeleton Robot? What are the Core Targets?

What is an Exoskeleton Robot? What are the Core Targets?

Click Uncle Chen’s Investment TheoryFollow me! ☀ Every day we provide you with fresh insights, respecting the market, where you will see unique perspectives. With the advancement of the times, the pace of technological empowerment never stops. Recently, CCTV News reported that exoskeleton robots have become popular among climbers during the May Day holiday in … Read more

Net Profit Soars Sixfold! The Surge of Edge AI Applications: Which Chip Companies Are Winning Big?

Net Profit Soars Sixfold! The Surge of Edge AI Applications: Which Chip Companies Are Winning Big?

According to reports from Electronic Enthusiasts (by Zhang Ying), in the first quarter of 2025, the open-source of large model technology represented by Deepseek has brought disruptive changes to the development of edge and endpoint AI applications. With the significant reduction in the development threshold for AI at the endpoint, and thanks to advantages such … Read more

Trends and Opportunities in Robot Computing Power

Trends and Opportunities in Robot Computing Power

Current Market SituationAutomotive Parts + Robotics: Daye Co., Ltd.Lightweight PEEK + Robotics: Zhongxin Fluorine MaterialsComputing Power + Performance: Hongbo Co., Ltd.These are guiding the market direction, observing sustainability and arbitrage opportunities.1. The market is expanding, and this position is supporting the pre-holiday low rebound of robotics and computing power, continuing the trend. The positive news … Read more

Allwinner Technology: Dual-Engine Drive of AIoT and Automotive Chips, Opportunities and Challenges Under High Growth

Allwinner Technology: Dual-Engine Drive of AIoT and Automotive Chips, Opportunities and Challenges Under High Growth

1. Company Overview: Technology-Driven Domestic Chip Design Leader Allwinner Technology, established in 2007, is a leading domestic designer of intelligent application processor SoCs (System on Chip), adopting a Fabless model (focusing on design, outsourcing manufacturing). Its products cover four core areas: consumer electronics, smart vehicles, industrial control, and AIoT (Artificial Intelligence of Things). Core businesses … Read more

The Emerging Red Ocean of Smart Home: How Can New Players Forge a New Path?

The Emerging Red Ocean of Smart Home: How Can New Players Forge a New Path?

Written by | Lanxi In 1995, Bill Gates made a prediction in his book “The Road Ahead”: “In the near future, homes without smart home systems will be as out of place as homes without internet access.” More than 20 years later, with the continuous advancement of emerging technologies such as artificial intelligence, big data, … Read more

The Stability of the Smart Home Market: Why Have Once-Popular Products Seen Declining Sales?

The Stability of the Smart Home Market: Why Have Once-Popular Products Seen Declining Sales?

The prosperity of the smart home market is becoming increasingly recognized. On June 25, research firm IDC released its latest estimates for the smart home market. It is said that the smart home market will continue to grow at a compound annual growth rate of 14.9% over the next few years. This includes smart speakers, … Read more

AI Toys: A New Gold Mine for Chip Manufacturers?

AI Toys: A New Gold Mine for Chip Manufacturers?

AI toys have become a new money-making machine in shopping malls. Last year’s hottest toy, Jellycat, has transformed into AI toys that can speak for themselves. Some people find them useless, while others think they are just a gimmick, but this does not hinder the popularity and profitability of AI toys. During visits to several … Read more