The demand for display driver chips combined with electronic price tag chips is increasing, and Tiandeyu's net profit for 2024 is expected to increase by 143.77%.
① Tiande Yu stated that the main reason for the growth in performance this period is the good growth of the display driver chips and electronic price tag driver chips Business; ② The World Semiconductor Trade Statistics organization (WSTS) estimates that the total Global sales of Semiconductors will exceed 600 billion USD in 2024, and the Industry is expected to maintain a growth rate of over 10% in 2025.
In Q4 2024, Juchip Technology achieved record high net profits, with sales revenue of edge AI processor chips increasing exponentially.
1. Juxin Technology expects to achieve a revenue of 0.63 billion to 0.67 billion yuan in 2024, with a net income of 98 million to 0.11 billion yuan; 2. Sales revenue from edge AI processor chips is expected to grow exponentially, becoming the main driving force for future growth.
JD.com's domestic mobile phone sales have increased by 200% month-on-month, and mobile phone supply chain manufacturers are expected to release performance elasticity.
According to media reports, as of January 20th at 12:00, the national subsidy activities in Peking, Hubei, Jiangsu, Zhejiang, and Shaanxi are fully launched on JD.com, and activities in other provinces and cities are also being rolled out. Among the provinces and cities where the national subsidy is launched, smartphone sales have increased by 200% month-on-month, and tablet sales have increased by 300%.
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.
The PC market has achieved growth for five consecutive quarters. Institutions say the moment of AIPC transformation will begin in 2025.
According to Canalys' latest data, the PC market has achieved growth for five consecutive quarters in the fourth quarter, with total shipments of desktops, laptops, and workstations reaching 67.4 million units, a growth of 4.6%. Aixin Securities believes that AIPC Software and Hardware are co-evolving, and over the past year, major global manufacturers have continuously explored aspects such as AI enablement, product forms, and user experience, with the transformation moment opening in 2025.
Market Cap 10.5 billion Hong Kong dollars! Iflytek Co.,ltd. Medical enters the Hong Kong stock market, and Liu Qingfeng from Iflytek Co.,ltd. expands the capital territory with another success.
① Iflytek Co.,ltd. Medical is derived from Iflytek Co.,ltd. Focusing on the field of AI, Liu Qingfeng's Iflytek Co.,ltd. has made arrangements in multiple areas, including Education, Medical, Siasun Robot&Automation, and other fields. ② However, the AI Medical Business involves patient information, and the 'Iflytek Xiaoyi' application developed by Iflytek Medical has issues with collecting personal information beyond the scope, as reported by the Ministry of Industry and Information Technology.