Huicheng Co., Ltd. will see revenue growth without profit increase in 2024, focusing on automotive display driver chips.
① Benefiting from stable downstream demand, Huicheng Co., Ltd. continues to see an increase in shipment volume; ② In recent years, as new manufacturers in the Industry gradually establish production capacity, competition in the display driver chip packaging and testing sector has intensified.
Goertek Inc.'s revenue in 2024 has surpassed 100 billion, with a Net income growth of 144.9%. Q4 Net income decreased by 71.5% quarter-on-quarter | Insights from the Earnings Reports.
In the context of the overall slowdown in growth within the Consumer Electronics Industry, Goertek Inc. delivered an unexpectedly strong performance in its 2024 report, with steady annual revenue growth and a nearly 1.5-fold increase in Net income. Revenue in the fourth quarter reached a record high for the year, but due to increased cost pressures, Net income saw a significant decline quarter-on-quarter. On the 26th, Goertek Inc. released its 2024 performance report, with the following key points: Steady revenue growth: In 2024, revenue reached 100.954 billion yuan, breaking the 100 billion mark for the first time, and growing 2.41% year-on-year; Q4 revenue was 31.308 billion yuan, the highest quarterly revenue for the year. Significant improvement in profitability: Annual Net income.
The training tool for Siasun Robot&Automation is here! The embodied intelligence simulation platform "Ge Wu" is officially released.
① It is reported that "Ge Wu" integrates advanced reinforcement learning frameworks and multimodal motion control technology. ② Professor Ye Linqi, an open-source contributor to the "Ge Wu" platform, believes that future embodied intelligence needs to meet the most basic survival needs. ③ Brokerage firms believe that the second half of 2025 will be a stage for the rapid advancement of humanoid robot commercialization.
The market size of Silicon Carbide devices will grow rapidly driven by New energy Fund, photovoltaic energy storage, and Datacenter.
On March 18, Ansem announced via its official WeChat account the launch of its first generation of SPM 31 intelligent power module (IPM) series based on 1200V Silicon Carbide (SiC) Metal Oxide Semiconductor Field Effect Transistor (MOSFET). Everbright pointed out that thanks to the drive from New energy Fund, photovoltaics, Datacenter, and other sectors, the market scale for Silicon Carbide devices will grow rapidly.
The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.
① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.