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Amlogic (688099.SH): Currently, there are more than 15 chip models equipped with NPU computing power.
On January 7, Gelonghui reported that Amlogic (688099.SH) stated on the interactive platform that the company has been continuously devoted to the research and development of edge computing chips for many years. Currently, there are more than 15 chips equipped with NPU computing power, with a computing range of 1T to 5T, covering the entire product line of the company excluding Wi-Fi chips. Representative chips include A311D, C308X, S928X, S905X5, T982, V901D, and they cover multiple application scenarios of Smart Home. More details can be found in the product information published on the company's official website. This year, the company released the industry's first integrated 4K and AI-powered product.
Tianfeng: The 2025 CES exhibition will focus on AI as the main axis, with a key emphasis on the release of new terminal products.
The 2025 International Consumer Electronics Show (CES 2025) will be held in Las Vegas from January 7 to 10, 2025, continuing the hottest theme of CES 2024, AI. It is expected that CES 2025 will showcase more products and technologies.
Institutional Owners May Ignore Amlogic (Shanghai) Co.,Ltd.'s (SHSE:688099) Recent CN¥1.2b Market Cap Decline as Longer-term Profits Stay in the Green
Amlogic (688099.SH): The company has been committed to edge AI research and development for many years.
Gelonghui reported on December 26 that Amlogic (688099.SH) stated on the interactive platform that the company has been dedicated to edge AI research and development for many years. This year, it released the industry's first commercial chip integrating 4K and AI functions, a self-developed edge AI capability that excels at executing inference tasks locally. It can perform local subtitle translation, real-time translation, real-time meeting transcription, game gesture recognition, image quality enhancement, content search, Facial Recognition, gesture recognition, and posture recognition, among other functions. Compared to previous products, CPU performance has improved by more than 60%, while GPU performance has improved by more than 230%, with power consumption lower than 12.
Amlogic (688099.SH): The company's chips have been widely used in numerous Consumer electronics fields.
On December 23, Gelonghui reported that Amlogic (688099.SH) stated on the interactive platform that the company's A series chips provide a universal Hardware and Software platform, allowing customers to develop corresponding products and applications based on practical application scenarios. The company's chips have been widely applied in various Consumer electronics fields, such as Smart Speakers, smart doorbells, smart imaging, AR terminals, Homehub, Echo Show, smart lighting, smart control switches, smart charging, smart conference systems, conference tablets, access control and attendance systems, learning machines, treadmills, stationary bikes, fitness mirrors, robotic vacuum cleaners, Refrigerators, and agriculture.
Tianfeng: Doubao's new visual model SOC + CIS + storage is expected to benefit significantly.
With the deployment of AI applications, rapid growth in AIoT demand is expected; as the core chip, Technology innovation and AI demand for SOC is likely to drive an increase in both volume and price; the rich visual downstream application scenarios are expected to boost the demand for visual SOC and CIS.
Bearish: Analysts Just Cut Their Amlogic (Shanghai) Co.,Ltd. (SHSE:688099) Revenue and EPS Estimates
