Boe Technology Group is expected to turn a profit in non-recurring net profit for the first time in three years. Can the panel industry maintain its growth trend in 2025? | Interpretations

① Boe Technology Group released its performance forecast for 2024, expecting a positive Net income for the first time in three years; ② The company stated that demand-based production of LCDs, policy incentives, and the continuous growth of OLED shipments are the main reasons for the company's performance growth; ③ Analysts believe that in 2025, LCD production will primarily focus on "controlling production and stabilizing prices," while OLED will continue to penetrate the market.

cls.cnJan 20 10:44 ET

Demand in the AI vision sector is strong. ArcSoft Corporation expects revenue and net profit in Q4 2024 to reach the highest level in nearly three years for a single quarter.

ArcSoft Corporation expects to achieve revenue of 0.241 billion yuan in the fourth quarter of 2024, with a forecasted net income attributable to the parent company of 89.71 million yuan. Both performance indicators set a new quarterly high for the company since early 2021; As a provider of Machine Vision algorithm services and solutions, ArcSoft Corporation benefits from the strong demand for AI technology across various industries, particularly in the fields of Consumer Electronics and Smart Automobile.

cls.cnJan 15 07:30 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

Another celebrity semiconductor project "sells itself": 8.5 billion unicorn Yunying Valley is planned to be acquired by Shenzhen Goodix Technology, which had previously launched a sprint for IPO.

① Recently, Shenzhen Goodix Technology announced that it plans to acquire 100% of the shares of Yunying Valley Technology through the issuance of shares and cash payment. ② From the founding team's background, valuation status, and market position, Yunying Valley Technology can be considered a star project.

cls.cnDec 8, 2024 00:05 ET

How do domestic semiconductors industry chain grow against the wind? At this closed-door event, many "little giant" companies shared their insights and advice.

① The release of a new round of export control entity lists has fostered the consensus within the industry to cultivate and develop a domestic supply chain system. ② Several emerging companies in the semiconductors field recently stated at an industry event that the domestic market for semiconductor equipment and memory chips is vast, and small and medium-sized enterprises possess the resilience for growth and development.

cls.cnDec 5, 2024 21:39 ET