Increase R&D investment to "bet" on new chip products and AI edge-side; Allwinner Technology's net income in Q4 2024 may decline year-on-year | Interpretations

① In the context of a low base from the previous year, Allwinner Technology expects a year-on-year growth of over 14 times in non-recurring net income for 2024; ② The company anticipates 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 company's net income for last year's Q4 will decline year-on-year.

cls.cnJan 23 23:47

Amlogic's annual report forecasts a growth of over 60%, but Q4 performance declined compared to the previous quarter due to the impact of delayed operator bidding.

① Amlogic expects to achieve approximately 5.921 billion yuan in revenue for the fiscal year 2024, an increase of about 10.22% year-on-year, and the net income attributable to the parent company, after deducting non-recurring items, is expected to grow by about 92.33% year-on-year; ② Amlogic's revenue in Q2 and Q3 of 2024 is expected to set a historical record for the same period, while in the fourth quarter, due to the impact of the operators' bidding schedule, most of the orders for the S series will be postponed to subsequent quarters for gradual release.

cls.cnJan 21 09:06

ByteDance has released the Doubao real-time voice model, and domestic AI applications are expected to experience explosive growth.

① Doubao is about to release its latest real-time voice large model, and based on this model, the real-time voice call feature will be fully launched on the Doubao App. ② CITIC SEC stated that the performance of the Doubao large model exceeds expectations, reflecting ByteDance's positive feedback from its investment in AI.

cls.cnJan 21 08:02

Expected to become one of the fastest-growing AI terminals! An overview of listed companies benefiting from AI toys.

1. Brokerage Research Reports indicate that AI toys have become the most promising direction in the AI to C sector and are expected to be one of the fastest-growing AI terminals. 2. According to incomplete Statistics, as of the time of reporting, 9 listed companies have responded about AI toy related Business on the interactive platform (see attached table).

cls.cnJan 19 11:49

The fair value changes of the invested enterprises are expected to drag Pci Technology Group's net loss to over 100 million last year | Interpretations

① Pci Technology Group is expected to turn positive in terms of non-recurring profit last year, and the company's fundamentals have seen some improvement. ② However, due to the impact of fair value fluctuations from CloudWalk Technology and others, Pci Technology Group expects a net loss for the entire year. ③ Pci Technology Group has frequently sold shares of CloudWalk Technology, stating that the shareholding will not affect the cooperation between the two parties.

cls.cnJan 16 23:43

The increase in potential customers and high demand across multiple fields means that Espressif Systems expects record high revenue and profit for the entire year of 2024.

① Espressif Systems expects to achieve revenue of 1.985 billion yuan to 2.015 billion yuan in 2024, with net income of 0.3 billion yuan to 0.34 billion yuan, setting a new annual historical high; ② The ESP32 series chips from Espressif Systems can be used in AI hardware products for children's companionship and early education, providing a one-stop hardware solution for AI trendy toys, including edge audio and video processing, among others.

cls.cnJan 15 22:52