兴业研究：AI手机拉动市场换机需求 高端机型率先受益
兴业研究发布研报称，作为系统搭载本地大模型、具备支持大模型的硬件能力且能多模态交互的智能手机，AI手机当前处于大模型APP化后的第二阶段AI功能化阶段，核心软硬件厂商正加速AI本地化阶段的到来。AI大模型对于芯片算力和内存等高价值元器件提出了更高的要求，苹果等高端手机的器件配置成本预算更充足，或将率先受益AI带来的换机周期。
27
Aug
27
Aug
TCL科技上半年归母净利润近10亿，同比增长192%
8月26日晚间，TCL科技披露2024年半年度报告，报告期内，TCL科技实现营业收入802.24亿元，归属于上市公司股东净利润9.95亿元，同比增长192.28%，经营现金流净额126.33亿元。
27
Aug
近10年，韩国LTPO OLED面板专利申请量第一
最新数据显示，在过去10年中，韩国在低温多晶硅氧化物（LTPO）发光二极管（OLED）面板技术的专利申请数量上位居全球第一。
27
Aug
TCL C765 / TCL MQLED85 4K QD-Mini LED TVs hit the European market
The TCL C765 is the European and Chinese version of the TCL QM751G series for the U.S. market. And while the TVs from these series have already been on the market in the U.S. and China for a while, they are now barely available in Europe. More interestingly, in the market, in which it is already sold the TCL C765 TVs use the series name alias – TCL MQLED85. These markets are France, Sweden, and…
27
Aug
TCL will bring a brand-new product lineup at IFA 2024 this September
TCL will bring a brand-new product lineup and one of its most comprehensive product displays to the upcoming IFA 2024 this September. During the show, TCL will raise the curtain on its plans for the near future with newly upgraded technologies designed to Inspire Greatness across products including QD-Mini LED TVs. As the world’s second-largest TV brand, TCL will reveal the latest additions to…
26
Aug
Evalue set to lead Taiwan EV charging market with over 30% share by 2026
Fortune Electric’s subsidiary, Evalue, is set to expand its charging pile network across Taiwan, aiming to install 3,700 units by the end of 2026, which could secure over 30% of the domestic market, according to CEO I-Sheng Hsu. He indicated at a charging pile launch event in northern Taiwan on August 23 that the company might consider an initial public offering (IPO) once the charging business turns profitable.
26
Aug
Kaynes SemiCon secures India’s first paying OSAT customer for advanced semiconductor packaging
Kaynes SemiCon, a wholly owned subsidiary of Kaynes Technology, has signed a landmark memorandum of understanding (MoU) with Lightspeed Photonics, securing India’s first paying customer for outsourced semiconductor assembly and test (OSAT) services, according to CEO Raghu Panicker.
26
Aug
India-based Kaynes inaugurates EMS facility in Hyderabad
According to a corporate filing, Indian electronics manufacturing services (EMS) provider Kaynes Technology has inaugurated a new manufacturing facility in Hyderabad. The plant opened on August 23 and is a key part of the company’s expansion strategy, highlighting its commitment to innovation, sustainability, and excellence.
26
Aug
Taiwan-based machinery sector faces challenges from geopolitical tensions and net-zero push, shifts to global expansion
The Taiwan-based machinery sector, which relies heavily on exports and is therefore highly vulnerable to global influences, is facing significant challenges, particularly from geopolitical tensions and the push for net-zero emissions.
26
Aug
Longsys-Kingston joint venture stalls, Shanghai plant sale in limbo
The partnership between memory giants Longsys and Kingston seems to have hit a major snag.