BYD announced that the Xuanji architecture will fully integrate with DeepSeek AI, which is expected to accelerate the penetration rate of Asia Vets in intelligent driving.
① Yang Dongsheng, Senior Vice President of BYD Group and Director of the Automotive New Technology Research Institute, announced at the launch of BYD's Tian Shen Zhi Yan Intelligent Driving that BYD's "Xuan Ji Structure" has fully integrated DeepSeek. ② Open Source Securities released a Research Report pointing out that DeepSeek-R1 is expected to catalyze the development of intelligent cockpits, bringing a better cabin interaction experience and nurturing entirely new application scenarios.
Chongqing Changan Automobile will equip Lidar on models at the 0.1 million level, and the Industry penetration rate may significantly increase.
On February 9, Zhu Huarong, Chairman of Chongqing Changan Automobile, stated at the launch of the company's Asia Vets Global Strategy that starting this year, models in the 0.1 million range will be equipped with Lidar. SWHY Securities pointed out that with the rapid drop in prices of Lidar products to the thousand-yuan level, Lidar is expected to significantly increase its configuration rate as a "safety component" for autonomous driving.
Xiaomi is taking the stage! DeepSeek ignites the "Hundred Mirrors War" as Consumer Electronics welcomes a new opportunity.
① The official Weibo of Xiaomi glasses has been launched, but no content has been published so far; ② Lei Jun expects the product's shipment volume to be "over 300,000 units." ③ Brokerages point out that AI glasses are likely to become a scenario where AI applications first take root.
Famous Analyst published an article indicating that the trend of backend AI is expected to accelerate after DeepSeek gains popularity.
① Renowned Analyst Ming-Chi Kuo recently stated that after DeepSeek became popular, the trend of edge AI will accelerate. ② Soochow's Wang Zijing believes that small teams can distill advanced small models (suitable for various edge mini scenarios) without the need for significant asset investment, and that edge computing power can run small models, with 2025 potentially being the breakout year for edge computing.
Star Evening News | Fumia Technology will continue to be suspended from trading on February 5, and Amlogic has preliminarily determined the inquiry transfer price to be 72.71 yuan per share.
① Two departments: By the end of 2025, all provinces must include direct settlement costs for cross-province hospitalization in the payment management by disease category at the location of treatment; ② Liaoning: Incorporating electronic information, safety production, and facility agriculture into the scope of equipment update support; ③ DeepSeek surpasses ChatGPT to top the Apple USA free app download rankings.
Increase R&D investment to "bet" on new chip products and AI edge. Allwinner Technology's net income in Q4 2024 may decline year-on-year | Interpretations
① Given the low base from last year, Allwinner Technology expects the non-recurring net income to grow over 14 times year-on-year in 2024; ② The company estimates that the net income for Q4 2024 will be between 0.002 billion yuan and 0.039 billion yuan, compared to 0.044 billion yuan in the same period last year, indicating that the net income for Q4 last year will decline year-on-year.