goertek inc. plans to spin off its subsidiary for listing in Hong Kong, further deepening its long-term cooperation with international customers.| Speed read announcement
①Goertek Inc. announced its intention to spin off Goertek Micro and list it on the main board of the Hong Kong Stock Exchange; ②Goertek Micro attempted to go public on the GEM in 2021, but terminated the plan in May of this year; ③Goertek Inc. stated that the decision to list Goertek Micro in Hong Kong was a careful decision after comprehensive consideration, and it will have a positive interaction with Goertek Inc.'s business in the future.
Express News | Goertek Inc. plans to spin off its holding subsidiary, Goer Micro, and list it on the main board of the Hong Kong Stock Exchange. After the spin-off, Goertek Inc.'s equity structure will not undergo significant changes, and it will still maintain control
In the second quarter, Huawei ranked first in global wrist-wearing market shipments, and smart wearable devices may become a new frontier for AI implementation.
1. According to IDC data, Huawei shipped 8.883 million units in the global wearable device market in the second quarter of 2024, with 5.965 million units shipped in China, becoming the top player in both the global and Chinese wearable markets. 2. Shanxi believes that leading domestic consumer electronics manufacturers are bullish on the prospects of wearable devices. With the continuous maturation of edge AI technology, wearable devices will become a new outlet for AI applications.
Completely abandon LCD? Apple is reportedly planning to use OLED displays on all iPhones.
①Apple first introduced the OLED display on the iPhone X in 2017. Since then, Apple has popularized the use of OLED displays in its mid-to-high-end models, but the iPhone SE series still uses an LCD screen. ②Insiders said that Apple has started ordering OLED displays for the new generation of iPhone SE from jd.com and LG.
AI smartphones drive the upgrade of heat dissipation materials, related products are expected to see an increase in both quantity and price.
① One of the world's largest consumer electronics exhibitions, the IFA Berlin Consumer Electronics Exhibition will open on September 6, 2024. This year marks the 100th anniversary of the event. ② Minsheng Securities Fangjing believes that the localized operation of large models presents new challenges for the power management and heat dissipation efficiency of AI terminals, driving the upgrade of heat dissipation materials.
MLCC continues to rebound! Nov inc Q2 net profit increased by 80% quarter-on-quarter. With the promotion of AI, the future market for high-capacity products is still call. | Interpretations of financial statements
① The price of MLCC continues to rise, and Q2 net income and gross margin of Guangdong Fenghua Advanced Technology both increased significantly year-on-year and quarter-on-quarter, reaching the highest point in nine quarters. ② There is differentiated demand in the downstream market, and the growth of high-end business is an important driver for the improvement of Guangdong Fenghua Advanced Technology's profitability. ③ Analysis believes that the MLCC market will continue to show differentiated demand, and continuous improvement of product structure is still an important issue for relevant manufacturers.