我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资源链接等， 我会分享在朋友圈 。 扫码加我本人微信 最近梳理了一下过去几年的出海考察经历，发现里面还是有很多内容值得拿出来分享。 过去 7 年 里，我们 已经 一共组织了 11次出海 考察，其中有 4 次 是在 德国 。 甚至从2023年开始，我们 每 年 都会组织德国 的出海考察团 ， 今年9月3日我们也将启程前往柏林和慕尼黑，去看IFA柏林消费电子展还有慕尼 黑车展，明年也有前往德国的计划。 这么多次的德国考察经验，我们到底收获了什么，为什么一遍遍去？ 01 很多人在去国外考察之前都会担心，不会英语会不会影响很大？ 一点都不影响！ 我们带的很多人，之前都没出过国， 也 没参加过展会。 2018年 的时候 ，一个潮汕兄弟带了一群几乎从未出国 ，也 没 参加 过慕尼黑电子展的 潮汕 朋友跟我们走。 他们 不会英语 ， 也没开始做外贸 ，但出于对我 们 的信任，决定全程跟随。当时费用不低，再便宜也要 2万6，而我们明年的德国考察团，今天最后 一天优惠价只要19999元。 02 再说一个观察到的好玩的事。 2 ...

Core Viewpoint - The article promotes a chip distribution club that offers various membership benefits, including networking opportunities, market insights, and educational resources for individuals in the chip industry [4][10]. Membership Benefits - New member pricing is set at 1,799 yuan for one year and 2,399 yuan for two years, while existing members can renew at 1,499 yuan for one year and 1,799 yuan for two years, with prices reverting to 1,999 yuan and 2,999 yuan respectively after the promotional period [4]. - Members receive access to monthly offline gatherings for resource sharing and discussions, as well as exclusive market intelligence and industry trends [7][26]. Target Audience - The club caters to various groups, including seasoned professionals looking to upgrade their skills, industry veterans seeking to monetize their resources, newcomers wanting to quickly learn the trade, and investors wanting to understand chip trade dynamics [8][9][10]. Educational Resources - Members gain access to a comprehensive chip distribution course valued at 2,500 yuan, covering essential topics such as procurement, sales techniques, and relationship management within the industry [7][26]. - The club has already seen 5,497 participants complete a total of 79,058 hours of learning, with over 70% of members successfully closing deals within the club [24]. Networking Opportunities - The club organizes two offline meetings each month, allowing members to connect deeply with peers, clients, and suppliers, fostering long-term business relationships [24][31]. - Monthly themed salons focus on specific business topics, providing in-depth discussions and practical insights [26]. Market Insights - Members receive exclusive access to real-time market information, including macro trends and popular product lines, helping them to identify new business opportunities and mitigate risks [26][27].

Core Viewpoint - The chip distribution industry is currently in a downturn, prompting the establishment of a Chip Distribution Club to provide systematic learning and networking opportunities for industry participants [1][2]. Group 1: Club Offerings - The Chip Distribution Club 2.0 includes exclusive original insights, systematic courses, and new membership services, aiming to deepen connections within the industry [2][4]. - Monthly offline gatherings will be held to discuss real-time industry information, allowing members to build relationships and share insights [2][4]. - Monthly thematic sharing sessions will focus on specific industry topics, facilitating in-depth discussions among participants [4][5]. Group 2: Course Structure - The club offers a variety of courses, including foundational and advanced chip distribution training, attracting 5,491 students who have completed a total of 19,038 hours of study, with over 70% successfully closing deals within the community [6][9]. - Courses cover topics such as the history of leading chip distributors, supply chain analysis, and customer relationship management, ensuring comprehensive industry knowledge [6][30]. Group 3: Membership Pricing - New member pricing for the club is set at 1,799 yuan for one year and 2,399 yuan for two years, while existing members can renew at 1,499 yuan for one year and 1,799 yuan for two years, with promotional pricing available for a limited time [9][16]. - The club has maintained consistent pricing over the past two years, emphasizing the current promotional period as the best opportunity to join [10][17]. Group 4: Target Audience - The club caters to various groups, including seasoned chip distributors seeking new strategies, electronic industry veterans wanting to understand market dynamics, individuals transitioning from other fields, and complete newcomers to the industry [12][13]. - Feedback from participants indicates high satisfaction, with many reporting that the value gained from the courses far exceeds the cost of membership [13]. Group 5: Industry Insights - The club provides exclusive market information, helping members stay updated on price changes and industry trends, which is crucial for making informed business decisions [5][22]. - The club's structure and offerings are designed to facilitate networking and collaboration among members, enhancing their ability to navigate the challenges of the chip distribution landscape [2][32].

Core Viewpoint - The article highlights the capabilities and offerings of a company named "Chip Superman," which operates a substantial inventory of semiconductor components and provides services to a wide range of customers in the industry [1][4]. Group 1: Inventory and Facilities - Chip Superman has a 1,600 square meter smart warehouse dedicated to semiconductor storage, with over 1,000 different models and around 100 brands available [1]. - The company maintains a stock of 50 million semiconductor components, weighing a total of 10 tons, with an estimated inventory value exceeding 100 million [1]. - An independent laboratory is established in Shenzhen for quality control (QC) inspections of each material [1]. Group 2: Procurement and Sales - The company is actively seeking to purchase specific semiconductor components, including models from brands like VISHAY, ADI, and ST, with quantities ranging from 3,000 to 21,000 units [2]. - Chip Superman is offering advantageous materials for sale at discounted prices, including large quantities of components from TI and Qualcomm, with stock levels of 60,000 and 10,000 units respectively [3]. Group 3: Customer Engagement and Services - The company has served a cumulative total of 20,000 users and claims to complete transactions in as little as half a day for inventory clearance [4]. - Chip Superman promotes its services through a mini-program called "Factory Idle Materials," aimed at helping customers find and sell components more effectively [5].

全年 最低价 ，8天7晚， 1 9 9 9 9 元 ！ " 最低" 成 本 去 德国 慕尼黑 电子展 ，餐饮机票住宿不用愁，还 包括 深度 链接 行业 资源 帮你 " 搞钱" ，拥有 业内 独一无二 的 体验 ！ 无论 是对第 一次 出海 的 小白 还是 老司机 ， 都 有 超值 性价比 ！ 我们 带着 德国慕尼黑 电子 展考察 团 来了 ！ 价格 优惠 并不代表 体验 打折 ， 我们 可以 保证 吃得比普通团餐好 ， 住得舒适，还能帮助大 家在德国深入对接资源，把客户和机会带回来 ， 这是其他任何行业团队 几乎 不可能提供的 。 过去我们带过 40 多人的大团，也带过 30 人的精品团，每次闭门会和酒会都让参加者印象深刻。 当然 ， 后面 人多 的 话 ， 我们 会 调整 一些 方式 ， 能 让 大家 在 便宜 的 价格 上 拿到 不 差 的体验 。 此外 ， 芯片 超人 花姐 将会 全程陪同 ， 花姐 在 2 0 1 8 年 带队 去过 德国 ， 前 年和 去 年都带队，今年也 将 带队 前往德国 ， 对于 德国 尤其是 慕尼 黑 非常熟悉 。 这些年， 芯片 超人 已经干了11次的出海项目 ， 3 次 ...

Core Viewpoint - ADI reported strong financial performance for Q3 FY2025, with revenue of $2.88 billion, reflecting a 9% quarter-over-quarter growth and a 25% year-over-year increase, driven by robust demand across all end markets despite geopolitical challenges [3][9][14]. Group 1: Financial Performance - ADI's Q3 FY2025 revenue reached $2.88 billion, with a gross margin of 62.1%, an increase of 540 basis points year-over-year [11]. - The operating income for the quarter was $818 million, representing a 67% increase compared to the previous year, with an operating margin of 28.4% [11][13]. - Diluted earnings per share were $2.05, up 30% year-over-year, exceeding the company's guidance [13]. Group 2: Business Segment Performance - The industrial segment generated approximately $1.285 billion in revenue, accounting for 45% of total revenue, with a 12% quarter-over-quarter growth and a 23% year-over-year increase [5][6]. - Automotive revenue was $850 million, making up 30% of total revenue, with a slight quarter-over-quarter decline of 1% but a year-over-year growth of 22% [6]. - Communication segment revenue was $372 million, reflecting a 40% year-over-year increase, driven by strong demand in wired and data center businesses [6][7]. - Consumer segment revenue was $372 million, with a 21% year-over-year increase, marking the fourth consecutive quarter of double-digit growth [7]. Group 3: Market Outlook - ADI anticipates Q4 FY2025 revenue to reach approximately $3 billion, with continued growth expected in industrial, communication, and consumer segments, while automotive revenue may decline [14]. - The company remains optimistic about the Chinese market, viewing it as a key driver for recovery over the next 3 to 5 years [14][15]. - Both ADI and Texas Instruments (TI) are experiencing a resurgence in the analog chip industry, indicating a new growth cycle driven by industrial demand recovery [15].

Core Viewpoint - The chip distribution industry is currently in a downturn, prompting the establishment of a Chip Distribution Club to provide systematic learning and networking opportunities for industry participants [1][2]. Group 1: Club Offerings - The Chip Distribution Club 2.0 includes exclusive original insights, systematic courses, and new membership services, with monthly offline gatherings for in-depth discussions on industry information [2][4]. - Members have access to monthly offline thematic sharing sessions focused on specific industry topics, allowing for deeper engagement and knowledge exchange [4][5]. - The club has attracted 5,491 students who have completed a total of 19,038 hours of learning, with over 70% of members successfully closing deals within the community [6][23]. Group 2: Membership Pricing - New member pricing for the club is set at 1,799 yuan for one year and 2,399 yuan for two years, while existing members can renew at 1,499 yuan for one year and 1,799 yuan for two years, with these rates valid only from August 17 to 22 [9][16]. - After the promotional period, standard pricing will revert to 1,999 yuan for one year and 2,999 yuan for two years [9][17]. Group 3: Target Audience - The club caters to various groups, including seasoned chip distributors seeking new strategies, electronic industry veterans wanting to understand market trade, individuals transitioning from other fields, and complete newcomers looking for systematic learning [12][13]. - Feedback from participants indicates high satisfaction, with many stating that the value gained from the courses far exceeds the cost of tuition [13][35]. Group 4: Course Content - The club offers a range of courses covering topics such as the history of leading chip distributors, supply chain analysis, customer relationship management, and industry-specific challenges [6][30]. - Courses are designed to be practical and immediately applicable, helping members to navigate the complexities of the chip distribution landscape [22][31].

Group 1 - The article promotes a unique opportunity for participants to join a business exploration group to the Munich Electronics Fair at an unprecedented price of 19,999 yuan for an 8-day, 7-night trip, which includes all travel expenses and additional networking events [1][3][5] - The company has organized multiple overseas projects in the past, including three trips to Germany, indicating a strong track record in facilitating international business opportunities [1][2] - The upcoming trip is scheduled for November 8 to 15, 2026, and aims to provide participants with not only basic services but also exclusive networking opportunities through private meetings and social events [3][4] Group 2 - The company emphasizes that the low price does not compromise the quality of experience, ensuring better meals and comfortable accommodations compared to typical group tours [4][5] - Participants are encouraged to secure their spot by paying a 200 yuan deposit, which locks in the promotional price, with a deadline for contract signing by September 5 [5][6] - The presence of an experienced guide, who has led previous trips to Germany, is highlighted as a significant advantage for participants seeking to navigate the local business landscape effectively [5]

Core Viewpoint - The article emphasizes the importance of localization and service in the chip distribution industry, highlighting the competitive advantages of being rooted in local markets, particularly in Shenzhen, where resource conversion efficiency is higher [3][4][10]. Summary by Sections Market Dynamics - The article discusses the historical price differences between chip markets in different cities, noting that Shenzhen's prices for certain components were significantly lower than those in Beijing, with examples showing price disparities of up to 100% for specific components [3][5]. - It highlights the impact of e-commerce platforms on price transparency across the country, making it harder for local players to maintain price advantages [3]. Regional Characteristics - The article points out that local customers in cities like Chengdu and Nanjing are difficult for outsiders to penetrate, emphasizing the need for local knowledge and relationships to succeed [3][10]. - It contrasts the characteristics of customers in different regions, noting that while Beijing and Shanghai clients value high added value and relationships, customers in South China are more price-sensitive and competitive [10][11]. Business Strategies - The article suggests that businesses should focus on local markets to enhance service and operational efficiency, particularly in Shenzhen, which is seen as a hub for chip distribution and resource utilization [4][5]. - It mentions that many chip distribution businesses are shifting their focus from East China to South China to improve cash flow conversion [5]. Club Membership and Training - The article promotes the Chip Distribution Club 2.0, which offers training and networking opportunities for members, highlighting that over 70% of participants have successfully completed transactions within the community [7][18]. - It outlines the benefits of club membership, including access to exclusive market information, networking events, and practical training courses [18][19][25]. Industry Trends - The article notes that the domestic chip market is primarily focused on consumer electronics, with Shenzhen being a key player in this sector, as evidenced by recent IPOs of companies that started elsewhere but moved to Shenzhen for mass production [10]. - It emphasizes the need for businesses to adapt to the fast-paced and competitive environment in South China, where demand is high and price competition is fierce [11][12].

Core Viewpoint - The article highlights the capabilities and offerings of a chip distribution company, emphasizing its extensive inventory, quality control measures, and customer service efficiency. Group 1: Inventory and Facilities - The company operates a 1,600 square meter smart warehouse with over 1,000 stock models and around 100 brands, holding a total of 50 million chips valued at over 100 million [1] - An independent laboratory is established in Shenzhen for quality control (QC) inspections on every material [1] Group 2: Procurement and Sales - The company is actively seeking specific chip models, including VISHAY, ADI, and ST brands, with quantities ranging from 3,000 to 21,000 units [2] - It offers advantageous materials for sale at discounted prices, including significant quantities of chips from brands like Realtek, MPS, and Renesas, with stock levels reaching up to 1.7 million pieces [3] Group 3: Customer Engagement and Service - The company has served a cumulative total of 20,000 users and can complete transactions in as fast as half a day [4] - It promotes a mini-program for factory surplus materials, indicating a focus on facilitating sales for hard-to-sell inventory [5]