From the perspective of industry dynamics
Posted: Tue Feb 18, 2025 4:52 am
According to the official website of SIA, global semiconductor sales reached US$56.9 billion in October, a yearonyear increase of 22.1%, achieving monthonmonth growth for seven consecutive months. Among them, the yearonyear growth rate in China reached 17%. With domestic subsidies for terminal consumer products, especially mobile phones and computers, and the recovery of demand brought about by the semiconductor industry entering the traditional peak season, semiconductor sales are expected to continue to increase.
As the AIbased electronic terminal products drive semiconductors, domestic semiconductor companies will become more involved. We believe that the implementation of AI on the edge is worth looking forward to. For italy phone number list example, ByteDance recently launched the AI companion toy "Xianyanbao" equipped with a large bean bag model. As the AI model gradually matures, the AI companion toy can realize functions such as intelligent dialogue and early childhood education, and is expected to become one of the first scenarios for the implementation of AIAgen.
On the other hand, independent control remains the focus and driving force of the development of China's semiconductor industry. On December 3, the China Semiconductor Industry Association, the Internet Association of China, the China Association of Automobile Manufacturers, and the China Communications Enterprise Association spoke out, calling for cautious purchases of American chips. The localization of chips is expected to be further accelerated.
As the AIbased electronic terminal products drive semiconductors, domestic semiconductor companies will become more involved. We believe that the implementation of AI on the edge is worth looking forward to. For italy phone number list example, ByteDance recently launched the AI companion toy "Xianyanbao" equipped with a large bean bag model. As the AI model gradually matures, the AI companion toy can realize functions such as intelligent dialogue and early childhood education, and is expected to become one of the first scenarios for the implementation of AIAgen.
On the other hand, independent control remains the focus and driving force of the development of China's semiconductor industry. On December 3, the China Semiconductor Industry Association, the Internet Association of China, the China Association of Automobile Manufacturers, and the China Communications Enterprise Association spoke out, calling for cautious purchases of American chips. The localization of chips is expected to be further accelerated.