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GTJA: Multiple chip design companies have announced performance growth forecasts, bullish on downstream companies in the Apple industry chain, etc.
GTJA released a research report stating that multiple domestic chip design companies have issued profit increase announcements, and the global semiconductor industry is recovering. The high growth in the Chinese market continues, with storage showing stronger recovery than logical products.
IDC: Global PC market grew 3% in the second quarter, recovery still continuing.
According to the preliminary results of the International Data Corporation (IDC) Global Quarterly Personal Computing Device Tracker, global shipments reached 64.9 million units in the second quarter of 2024, an increase of 3% year-on-year.
Guoyuan: Computer-side Asia vets acceleration landing, policy empowers emerging tracks.
According to the report released by Guoyuan Securities, as of the closing on June 26, 2024, excluding negative values, the PETTM of the computer (Shenwan) index was 34.75 times, a significant decline from the beginning of the year.
Canalys: China's PC market is expected to fall by 1% in 2024, but will rebound by 12% in 2025.
According to Canalys, the mainland China personal computer (PC) market, including desktops, laptops, and workstations, is expected to shrink by 1% in 2024.
Huaxian Optoelectronics (00334.HK): Yang Qiulin was appointed as an independent non-executive director
Gelonghui, May 23丨Huaxian Optoelectronics (00334.HK) announced that Yang Qiulin has been appointed as an independent non-executive director and a member of the Audit Committee, Nomination Committee and Remuneration Committee with effect from May 23, 2024.
The total turnover of Huaxian Optoelectronics (00334.HK) reached 930 million yuan in the first quarter, an increase of 57.3% year-on-year
Gelonghui, April 25 | Huaxian Optoelectronics (00334.HK) announced that in the first quarter of 2024, global smartphone shipments increased 7.8% year-on-year to 289.4 million units, which is the third consecutive quarter of positive growth. During the review period, the Group achieved total sales volume of 10.85 million tablets, an increase of 9.0% over the previous year. With the increasing popularity of technologies such as 5G, big data and the Internet of Things, the Group continues to deepen cooperation with TCL Huaxing Optoelectronics Technology Co., Ltd. (“TCL Huaxing”), focusing more on horizontal development of medium-sized display modules. During the review period, the Group's tablet module sales increased 22.6 times to 7
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