Huawei television's total shipments in the third quarter increased by more than 50% against the trend, the industry chain may usher in investment opportunities.

According to industry media reports, based on the latest data from RUNTO Technology, in the third quarter of 2024, the total shipment volume of television brands in China was 8.115 million units, a decrease of 6.6% compared to the same period in 2023. Huawei stood out the most, with a shipment volume of approximately 0.3 million units in the third quarter, a year-on-year growth of over 50%.

cls.cnOct 15 19:49 ET

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.

cls.cnOct 14 20:14 ET

One word limit up! tianjin jingwei huikai optoelectronic plans to increase its shareholding in Norcmicro to 17%, focusing on investment value or to help related parties "get rid of the rut"? The company responds in this way.

①Tianjin Jingwei Huikai Optoelectronic announced that it plans to acquire the equity of the partnership enterprise held by the 38th partner of Nouxinshi for 0.1203 billion yuan. After the transaction is completed, it will collectively control 17.1125% equity of Nousiwei Micro. ②Regarding the role of Nouxinshi between the two main companies, a staff member of the securities department of Tianjin Jingwei Huikai Optoelectronic said: "It is like a holding platform for related parties, company employees, and other parties."

cls.cnOct 14 09:22 ET

Tesla's Robotaxi is about to debut, analyzing the core beneficiary symbols.

Tesla will hold the Robotaxi autonomous driving taxi unveiling event on October 11th Beijing time.

cls.cnOct 5 21:01 ET

The substrate factory of Sanan Optoelectronics has been illuminated! The silicon carbide industry chain is accelerating its attack on the 8-inch wafer. Several manufacturers have revealed new progress | Industry News.

①The third-generation semiconductor material silicon carbide (SiC) continues to evolve towards larger sizes, with frequent news of 8-inch silicon carbide. ②Sanan Optoelectronics stated that the chongqing Sanan project has already achieved the lighting and passivation of the substrate factory; Tianyue advanced 8-inch conductive silicon carbide substrates have now been delivered in batches. ③Analysis indicates that 8-inch wafers will help silicon carbide devices achieve large-scale commercialization in more application areas.

cls.cnSep 18 08:51 ET

In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.

① According to data released by IDC, in the second quarter of 2024, Huawei shipped 8.883 million units in the global wrist device market and 5.965 million units in the Chinese market, making it number one in the global and Chinese wristband markets. ② Shanxi Securities believes that leading domestic consumer electronics manufacturers are optimistic about the future of wearable devices. As end-side AI technology continues to mature, wearable devices will become a new frontier for AI implementation.

cls.cnSep 5 19:39 ET