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ten thousand six hundred and thirty-seven
"Don't use small things to see big things, refer to intelligent health" - Intelligent Wearing Trend Summit
Chaodian Think Tank
2024-01-17
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eight thousand six hundred and ninety-three
On January 25, we went to Hangsheng to exchange "smart car electronics" technology
Chaodian Think Tank
2024-01-17
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eleven thousand four hundred and sixty
(Letter of invitation) On December 20, Chaodian Wear XR/Watch/Ring Smart Health Summit&New Product Exhibition (with the latest list of participants)
Chaodian Think Tank
2023-10-12
Reading number
fourteen thousand nine hundred and seventy-seven
(Letter of invitation) On December 20, Chaodian Wear XR/Watch/Ring Smart Health Summit&New Product Exhibition (with the latest list of participants)
Chaodian Think Tank
2023-09-15
Watch/headset/XR/ring four smart terminals compete and compete, and thousands of enterprises compete for the commanding heights of wearability
On site direct attack
Direct attack on the scene | Skyworth, Sunny Zhiling, Howei and other 500+industrial chains are fully fired, and 2024 intelligent driving is fully accelerated
On site direct attack
Direct attack on the spot | Huawei, OPPO, Transonic, Dajiang release the new demand for motors, and the strength of eight major suppliers, such as Zhonglan and Xinsi, won awards
On site direct attack
Global 500+industry chain elites gather in Pengcheng, opening a new era of trillion yuan energy storage
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Original column
From the perspective of Huawei Mate XT camera and core supply chain, it seems that the first 500000 units in stock are not enough to sell
From the perspective of mobile phone industry chain, three fold screen mobile phones still have challenges in cost, technology, software application adaptation, good product rate and other aspects. At present, only Huawei, Xiaomi and other leading brands can sell brand premium, and other manufacturers will choose whether to follow up depending on the actual market performance.
Chaodian Think Tank
·
09-20
two thousand eight hundred and thirty
Original column
Recommended by 15 domestic excellent VCM motor equipment manufacturers
According to the incomplete statistics of Chaodian Think Tank, there are more than 100 active VCM motor related equipment manufacturers at present, some of which have been established for more than 30 years, with a deep foundation;
Some have been successfully listed, with revenue of tens of billions;
Some are newly established and seek new breakthroughs with technology.
Chaodian Think Tank
·
09-09
five thousand eight hundred and twenty-two
Original column
Thailand's roof photovoltaic tax reduction policy is about to be approved, and Huawei, Haichen Energy Storage and other Chinese enterprises have been in the layout for a long time
Although the gross profit rate of Thailand's household PV market is not comparable to that of Europe, many Chinese enterprises hope to occupy a certain market share here in the form of small profits but quick turnover.
Chaodian Think Tank
·
09-09
six thousand and twenty
Original column
Phase launched the NEM expansion solution in California, and stuck to the US market after its performance was extremely high
This year, the market demand of the whole house was about 23.6GW, up 35% year on year, but overall, the shipment returned to a steady growth rate.
Enchase is struggling to keep the American market.
Chaodian Think Tank
·
09-06
six thousand seven hundred and eighty-two
Original column
Zhouhai Seizes the Beach at Beijing Stock Exchange, with a tenfold increase or becoming the "first share of wearing scheme"
The constantly updated multi-functional scene integration in the intelligent wearable industry is also continuously testing the qualification and strength of solution providers.
Chaodian think tank learned from the upstream industry chain that at present, the solution providers are seriously shuffled, the brand end basically has few procurement solutions, and more are handed over to ODM OEMs to complete this process. The solution providers are also seeking to bind with OEMs.
Chaodian Think Tank
·
09-05
six thousand three hundred and sixty-four
Original column
Net profit in the first half of the year plummeted by 90% year on year, and Elo Energy, the leader of household savings, rapidly expanded its new market
During the reporting period, Arrow Energy further opened up its sales channels in the United States and Japan, and cooperated with Panasonic, Sharp Energy and other enterprises;
It has also achieved shipment in Pakistan, India, Sri Lanka, Tunisia, Morocco, Brazil and other emerging markets.
Chaodian Think Tank
·
09-04
six thousand six hundred and fifty-four
Original column
30 PCB listed companies in mainland China built factories in Thailand, with a total investment of more than 17.5 billion yuan
At present, Thailand's PCB industry accounts for only 4% of the global market. Thai officials expect that the global market share of Thailand's PCB is expected to rise to 10%.
Chaodian Think Tank
·
09-04
seven thousand two hundred and eighty-two
Original column
Four major upgrades of Huawei Mate70 series cameras are fully exposed, which is expected to become a "black myth" in the mobile phone industry
Since the Mate 60 series, which was hard to find last year, Huawei has not only become Apple's largest competitor in the high-end mobile phone market in China, with sales of more than 10 million units up to now, but also directly driven the growth of the supplier camp, including smart images.
Chaodian Think Tank
·
09-04
six thousand seven hundred and eight
Original column
The scale of VCM market exceeds 30 billion, and the five major drive chip listed companies take the initiative to attack
According to Chaodian think tank, due to the resurgence of smartphone craze, the main domestic supply camp, represented by listed companies such as Xidiwei (688173. SH), Aiwei Electronics (688798. SH), Juchen Shares (688123. SH), Tiandeyu (688252. SH), Praran Shares (688766. SH), has taken the initiative to layout key businesses.
Chaodian Think Tank
·
09-03
seven thousand one hundred and fifteen
Ranking List
Top 10 smart watch excellent solution providers recommend in the first half of 2024
Globally, the transformation of high-end smart watches into new favorites will be most obvious in emerging markets.
It is expected that by 2024, smart watch shipments in the Middle East and Central and Eastern European markets will surge, and users in these regions have actively upgraded from basic watches to smart watches.
Chaodian Think Tank
·
08-30
seven thousand three hundred and thirty-five
Original column
Longyang Electronics was settled in Thailand for 120 million yuan, and the migration route of laptop became clear
Thailand will become one of the world's important notebook computer production bases in the future, and the gradual layout of notebook computer supply chain in Thailand has become an inevitable trend.
Chaodian Think Tank
·
08-27
seven thousand three hundred and sixty-eight
Original column
The profit growth rate was the slowest in the same period of the last five years, and Sungrow Power added household savings and micro reverse
At the time when the household side market is gradually becoming a mature stock market, Sungrow Power is a new force entering the market halfway, and it is under great pressure on technological innovation.
Chaodian Think Tank
·
08-27
six thousand eight hundred and seventy-two
Original column
Ophigo's revenue in the first half of the year was 9.5 billion yuan, turning from loss to profit on a year-on-year basis
During the reporting period, new fields such as intelligent door locks, sports cameras, industry and medical care, VR/AR, etc. also brought the company a direct revenue of 1 billion yuan.
Oufei Guangming said that it would significantly increase the proportion of income in new areas and become an important growth contribution point in the future.
Chaodian Think Tank
·
08-26
six thousand nine hundred and twenty-two
Original column
The list of previous Huawei P/M cameras has been summarized, and the original domestic suppliers have been able to do so
From the perspective of camera supply resources, the two series are based on translation sharing.
Among them, the subtle change is that the supply position of Qiuti Technology camera module is more stable, Ofei Light returns to the lens supply camp, and the Chinese face of the motor sector is increasing.
Chaodian Think Tank
·
08-24
eight thousand and sixty
Original column
Why is the energy storage market of small businesses in the United States a blue ocean?
With the pursuit of energy management and cost optimization by industrial and commercial users, the demand for small industrial and commercial energy storage products in the U.S. market continues to rise.
In addition, new business models such as Energy as a Service (EaaS), Sharing and Saving Agreements, and Virtual Power Plants (VPPs), which have emerged in recent years, have brought more investment opportunities to the energy storage system of small businesses in the United States.
Chaodian Think Tank
·
08-23
six thousand and thirty-seven
Industry information
Interim performance of Raytheon Technology: revenue of 11.25 billion yuan, net profit of 537 million yuan, a year-on-year increase of 257.3%
The Group's revenue in the first half of the year was 11.25 billion yuan, up 22.0% year on year, and its gross profit margin was 21.5%, up 7.4 percentage points year on year.
The net profit was 537 million yuan, up 257.3% year on year. The profitability was significantly enhanced, and the gross profit margin of all business lines continued to grow.
Chaodian Think Tank
·
08-23
six thousand one hundred and seventy-one
Industry information
The mobile phone business rebounded, and Sunny Optical's revenue in the first half of the year was 18.86 billion yuan
Sunny Optics said that it is now fully promoting the operation of Vietnam's international benchmark factory.
According to the prediction of several sources, the Vietnamese factory will start producing and supplying camera modules of the new M5 series MacBook in 2025.
Chaodian Think Tank
·
08-22
five thousand five hundred and forty-three
Original column
New installed capacity of 220000 sets in the first half of the year, detailed explanation of the prospect of photovoltaic in German balcony
Since April, German residents can install small photovoltaic systems only through simplified registration with the Federal Network Administration, and the solar energy package officially came into effect in mid May. The substantial growth in the second quarter is due to this.
Chaodian Think Tank
·
08-21
five thousand nine hundred and eighty-eight
Original column
Energy storage business gained 460 million yuan in half a year, and Kelu Electronics "stopped bleeding"
In order to save itself, Kelu Electronics has taken measures such as cost reduction, introduction of Shenzhen SASAC, business restructuring, etc., which ushered in a real improvement after being acquired by Midea.
Chaodian Think Tank
·
08-20
five thousand two hundred and ninety-seven
Industry information
Gaowei Electronics increases its revenue but does not increase its profits, and it is difficult for Apple's camera module suppliers to make money
The business situation of turning the revenue to the left and the net profit to the right occurred to the suppliers of camera modules for Apple's mobile phones, which was somewhat unexpected, causing many experts in the optical field to say that "this phenomenon is very strange".
Chaodian Think Tank
·
08-20
five thousand three hundred and seventy-five
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