Amlogic's annual report forecasts a growth of over 60%, but Q4 performance declined compared to the previous quarter due to the impact of delayed operator bidding.

① Amlogic expects to achieve approximately 5.921 billion yuan in revenue for the fiscal year 2024, an increase of about 10.22% year-on-year, and the net income attributable to the parent company, after deducting non-recurring items, is expected to grow by about 92.33% year-on-year; ② Amlogic's revenue in Q2 and Q3 of 2024 is expected to set a historical record for the same period, while in the fourth quarter, due to the impact of the operators' bidding schedule, most of the orders for the S series will be postponed to subsequent quarters for gradual release.

cls.cnJan 20 20:06 ET

ByteDance has released the Doubao real-time voice model, and domestic AI applications are expected to experience explosive growth.

① Doubao is about to release its latest real-time voice large model, and based on this model, the real-time voice call feature will be fully launched on the Doubao App. ② CITIC SEC stated that the performance of the Doubao large model exceeds expectations, reflecting ByteDance's positive feedback from its investment in AI.

cls.cnJan 20 19:02 ET

Verisilicon Microelectronics (Shanghai) Co., Ltd. is expected to incur a loss of 0.613 billion yuan in 2024, with revenue from AI-related IP licensing business accounting for approximately 40%.

① It is estimated that Verisilicon Microelectronics (Shanghai) Co., Ltd. will achieve a revenue of approximately 2.323 billion yuan in 2024, which is basically the same as in 2023; ② In the fourth quarter of 2024, revenue from Verisilicon Microelectronics (Shanghai) Co., Ltd.'s chip design business is expected to increase by approximately 81% year-on-year, and R&D expenses in 2024 are expected to increase by approximately 32% year-on-year.

cls.cnJan 20 10:54 ET

The increase in potential customers and high demand across multiple fields means that Espressif Systems expects record high revenue and profit for the entire year of 2024.

① Espressif Systems expects to achieve revenue of 1.985 billion yuan to 2.015 billion yuan in 2024, with net income of 0.3 billion yuan to 0.34 billion yuan, setting a new annual historical high; ② The ESP32 series chips from Espressif Systems can be used in AI hardware products for children's companionship and early education, providing a one-stop hardware solution for AI trendy toys, including edge audio and video processing, among others.

cls.cnJan 15 09:52 ET

The American automotive industry's established brands make a strong comeback.

Jump squat.

wallstreetcnJan 14 06:57 ET

At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.

According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.

cls.cnJan 9 19:02 ET