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Apple's shipment volume reached a historical high for the same period, and the consumer electronics market continues to be promising.
① According to the Canalys Research Report, in the third quarter of 2024, global smartphone shipments increased 5% year-on-year, achieving growth for four consecutive quarters. With a market share of 18%, Apple is in second place. ② According to the Huaan Securities Research Report, all new iPhone products already have hardware capabilities to support Apple Intelligence, and it is expected that implementation will begin one after another.
The world's first humanoid siasun robot&automation factory has started production. Companies in the component segment are expected to benefit first.
According to media reports, Agility Robotics announced last year the construction of the world's first humanoid robot factory, RoboFab. It is reported that the factory has officially started assembling robots. National Investment Securities stated that the learning ability of robots in software algorithms is constantly strengthening, industrial application scenarios are constantly breaking through, and humanoid robots are expected to enter the mass production stage quickly.
Shenzhen Transsion Holdings Co., Ltd.: New products will be launched one after another in the second half of the year to continue to implement the shareholding plan | Direct hit at the earnings conference
①Shenzhen Transsion Holdings Co., Ltd. will launch new products in the second half of the year, building core capabilities in technologies such as imaging, gaming, AI, charging, and basic experience channels; ②Zhu Zhaojiang stated that the current shareholding plan of the company has not been fully implemented yet, and the shareholding entities will continue to carry out the relevant shareholding plan.
Meta unveils AR glasses Orion, this category is expected to become the next 1 billion-level consumer electronics product.
①At the annual developer conference held in Menlo Park, California on September 25th, Meta's CEO Mark Zuckerberg showcased a prototype product called Orion AR glasses. ②Western Securities stated that AR glasses are expected to become the optimal solution for edge AI landing. With the active layout of the industry chain and the gradual maturity of the technological path, combined with edge AI empowerment, accelerated shipments of AR glasses are expected.
The 'King of African Mobile Phones' Transsion has survived a crisis.
The stock price is still in a low period.
goertek inc. plans to spin off its subsidiary for listing in Hong Kong, further deepening its long-term cooperation with international customers.| Speed read announcement
Goertek Inc. announced that it plans to spin off Goertek Micro and list it on the Hong Kong Stock Exchange's main board; Goertek Micro had previously attempted to list on the gem IPO in 2021, but terminated in May of this year; Goertek Inc. stated that the decision to list Goertek Micro in Hong Kong was a cautious decision made after comprehensive consideration, and it will have a positive interaction with Goertek Inc.'s business in the future.