Tesla is ready to deploy FSD functionality in China, with Asia Vets driving new growth.

① Informed sources revealed that Tesla is preparing a software update for Chinese customers to provide driving assistance features similar to those of the "Full Self-Driving" (FSD) in the USA market. ② China International Capital Corporation's Research Reports indicate that 2025 is expected to be a significant year for the quality development of intelligent driving, with the dual potential positive catalysts of Tesla's FSD entering China and Robotaxi being one of the main themes for the entire year.

cls.cnFeb 24 19:08 ET

DeepSeek accelerates the deployment of AI glasses, which may become the next terminal to exceed 100 million units in shipment.

1. Research Reports from Institutions indicate that DeepSeek is accelerating the application of AI glasses. 2. Huaxi states that AI glasses are flourishing, and the future market potential is enormous. General AI smart glasses (AI audio/video glasses + AR glasses) are expected to be comparable to smartphone shipments in the long term.

cls.cnFeb 11 18:47 ET

During the Spring Festival, the mobile phone market welcomes a surge in Consumer demand. Institutions are Bullish about the growth of domestic mobile phone shipments in 2025.

According to data from the Ministry of Commerce, from January 20 to February 1 this year, 14.704 million consumers have applied for subsidies for the purchase of 18.867 million mobile and other digital products. CITIC SEC pointed out that subsidies for Consumer Electronics are expected to boost downstream demand growth, leading to a shortened replacement cycle, with an estimated domestic mobile phone shipments reaching a scale of 0.31 billion to 0.32 billion units by 2025.

cls.cnFeb 5 18:55 ET

The "budget version" of the iPhone is about to begin mass production, highlighting opportunities in the Apple Industry Chain.

① According to media reports, sources from the Industry Chain have revealed that Apple's spring "budget version" iPhone new model will begin mass production in mid-January 2025. ② Tianfeng previously stated that the iPhone is expected to become an important traffic entrance for Gen AI, highlighting opportunities in the Industry and Industry Chain.

cls.cnJan 8 19:02 ET

AI empowers multi-field intelligent terminals to drive optical Hardware to usher in a new round of growth.

① According to media reports, the World Display Industry Innovation Development Conference opened in Chengdu, SiChuan. ② Soochow stated that AI empowers intelligent terminals in multiple fields, driving various terminal optical Hardware to start a new round of innovation cycle, opening long-term growth space.

cls.cnDec 22, 2024 18:48 ET

Siasun Robot&Automation + Asia Vets dual drive Lidar market is expected to grow rapidly.

① According to reports, Hesai Technology will launch its latest product at the upcoming CES - a mini high-performance 3D Lidar specifically designed for the robotics and industrial markets. ② Lidar, known as the "eye of the machine," has become an important tool for robots to perceive their environment due to its high precision, wide range, and strong stability, making the robotics Industry a significant growth engine for the Lidar market in the future.

cls.cnDec 19, 2024 19:01 ET