以下文章来源于电子开发学习 ，作者小马哥 电子开发学习 . 每日定期推送电子设计相关的学习例程，包括原理图设计、Layout、软件设计等相关内容，也会不定期 推送各种电子、单片机相关软件的教程。 极致性价比AI模块 ，国内对接豆包大模型，支持客户定制智能体。毛绒玩具、桌面机器人、儿童故事机等应 用场景均支持定制，感兴趣来聊 有个粉丝朋友特别喜欢看我拆解，他淘了一个稀奇古怪的东西寄给我让我拆解。 扫码加我本人微信 拿到之后我做了一番清洗，才开始拍照。看正面的面板，看不出是啥产品。 但是看顶部的接口，我感觉这像是一个充电宝。 一看背面的名牌我彻底懂了。原来果然是一个充电宝，还是非卖品，我这人有一个爱好，特别喜欢 学外语，现在看来，一切都没白学，总有一天会派上用场的。 拆解一看内部确实像经历了 14 年岁月的洗礼，看着挺脏的。但是 U1S1 ，这个板子看着设计得 还不错。 左边是输入输出接口，中间的是控制芯片，右边是电池管理芯片。板子右边上下边缘看起来焊接了 锂电池的镍片。 把底壳也拆掉，看到电路板下面的 3 颗 18650 电池了。说实话，我是没想到，也没见过锂电池 能腐蚀成这 13 样，真的是出离我的认知了，猛 ...

Core Viewpoint - The article discusses the rapid expansion of Chinese electric two-wheeler companies into international markets, highlighting their strategies, market adaptations, and the robust supply chain that supports their global operations [10][30][55]. Group 1: Market Dynamics - The Chinese two-wheeler electric vehicle market is highly competitive, with Yadea and Aima holding a combined market share of 43.2% in 2022 [11]. - The domestic market is nearing saturation, with an estimated 400 million electric two-wheelers in use by the end of 2023, leading companies to seek growth opportunities abroad [12][13]. - Yadea achieved a 23% year-on-year increase in overseas sales in 2023, indicating a successful shift towards international markets [14]. Group 2: Regional Strategies - Chinese electric vehicle brands are customizing their products and strategies based on local market conditions, such as climate and consumer preferences [20][22]. - In Southeast Asia, the shift from fuel to electric vehicles is supported by government policies and rising fuel prices, prompting local adaptations in product design [21][22]. - In Europe, the focus is on high-end electric vehicles, with companies like Niu Electric targeting premium segments with advanced features [24][25][27]. Group 3: Supply Chain and Production - China's dominance in lithium battery production is a key factor, with over 82% of global capacity as of 2023, providing a strong foundation for electric vehicle manufacturing [34]. - The integration of local supply chains in overseas markets, such as the establishment of factories and partnerships in Indonesia, enhances operational efficiency and reduces costs [45][49]. - The collaboration between Chinese companies and local partners in Africa and the Middle East is facilitating the development of infrastructure, such as battery swapping stations, to support electric vehicle adoption [50][51]. Group 4: Future Outlook - The article emphasizes that the comprehensive capabilities of Chinese manufacturers, including product, technology, and supply chain integration, will continue to drive their global expansion [52][55]. - As the global shift towards electrification accelerates, Chinese two-wheeler electric vehicles are expected to capture more market share and establish "Chinese standards" in international markets [55][56].

Core Insights - The company "Chip Superhero" operates a 1,600 square meter intelligent chip storage base with over 1,000 stock models and 100 brands, holding a total of 50 million chips valued at over 100 million [1] Group 1 - The company has an independent laboratory in Shenzhen where each material undergoes QC inspection [1] - The company serves over 8,000 users, facilitating inventory release, demand matching, and trading of surplus materials [3] Group 2 - The company is actively seeking specific chip models from various brands, indicating a robust demand in the market [2] - There are special offers on advantageous materials, suggesting a strategic approach to inventory management and sales [2]

Core Viewpoint - The article emphasizes the importance of the Japanese semiconductor industry, highlighting its strengths in semiconductor materials and equipment despite its relatively low profile in the global market [4]. Industry Overview - Since Trump's administration, high-intensity tariff policies have significantly impacted the global semiconductor supply chain, leading to increased focus on Asian semiconductor industries, including those in China, Japan, and South Korea [3]. - Japan's semiconductor industry, while understated, remains a leader in upstream semiconductor equipment and materials, with Japanese companies holding top positions in several categories of semiconductor materials [4]. Market Position - In a new survey for 2024, Japanese companies ranked first in three out of five categories of semiconductor materials. Specifically, Tokyo Ohka Kogyo holds a 22.8% market share in photoresists, while Shin-Etsu Chemical leads with a 24.7% share in silicon wafers. Additionally, three Japanese companies dominate the global market for photomask substrates [4]. Event Participation - SEMICON Japan is highlighted as a crucial event for those looking to gain deeper insights into the Japanese semiconductor industry. The event is organized by SEMI and is recognized as one of the most influential semiconductor industry exhibitions globally [5]. - The upcoming SEMICON Japan 2025 will take place from December 16-21, 2024, and will include a business investigation organized by the company, featuring visits to notable semiconductor firms and universities in Japan [5][9]. Business Investigation Highlights - The investigation aims to facilitate efficient connections with local semiconductor companies and enhance collaboration opportunities, as evidenced by previous experiences at similar events in South Korea [7][8]. - The itinerary includes participation in SEMICON Japan, visits to local semiconductor companies and universities, and opportunities to experience the local industry atmosphere [9][10]. Experience and Optimization - The company has extensive experience in organizing overseas business investigations, having led over a hundred executives to various countries for similar purposes since early 2018. Each trip has been optimized based on feedback and industry needs [10][15].

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 以下文章来源于半导体产业纵横 ，作者丰宁 半导体产业纵横 . 多元化的半导体产业生态服务平台，立足产业视角，提供及时、专业、深度的前沿洞见、技术速递、趋 势解析，链接产业资源，构建IC生态圈，赋能中国半导体产业，我们一直在路上。 本文来源于公众号"半导体产业纵横"，ID：ICViews，作者：丰宁 半导体设备 ， 一直是 一个 水深火热的细分领域。 随着 2024 年全球半导体设备销售额数据的出炉，这一领域迎来更多看点。 01 半导体设备，大卖！ 根据 SEMI 最新公布数据显示， 2024 年全球半导体设备销售额同比增长 10% 至 1171.4 亿美 元 ， 这已经是五年来第四度呈现增长， 年销售额超越 2022 年的 1076.4 亿美元 ， 创下历史 新高纪录 。 这一年，不管是前端半导体设备市场，还是后端设备领域都呈现了不同程度的增长。 SEMI 表示， 2024 年 全球前端半导体设备市场显著增长 ，其中，晶圆加工设备销售额同比增长 9% ...

芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 上【工厂呆料】，搞钱！ 推荐阅读： ▶ 暂停接单、原产地判定...芯片人快被逼疯了！ ▶ ST、ADI、瑞芯微...这些芯片涨价了 ▶ 连TI都要裁员了，为啥？ ▶ 模拟芯片大厂ADI，又 有好消 息！ ▶ ST的MCU怎么又双叒热了？ 点 击 查 看 往 期 内 容 ↓ ↓ ↓ 你 " 在 看 " 我 吗 ？ 优势物料，特价出售 | 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | DIODES | ZHCS350QTA | 270K | 21+ | | ON | NCV887001D1R2G | 20K | 21+ | | ON | NCV8730ASNADJT1G | 24K | 21+ | | ON | NCV4266-2CST50T3G | 8K | 21+ | | | | 服务8000+用户 库存发布、需求匹配、买卖呆 ...

Core Viewpoint - The global chip distribution market is experiencing a shift in rankings, with WPG and WT leading over Arrow and Avnet, indicating a recovery in the market driven by AI demand and regional performance variations [3][8][14]. Group 1: Market Performance of Top Distributors - WPG achieved a revenue of NT$2,488.3 billion (approximately $8.21 billion) in Q1, with a quarter-on-quarter increase of 7.4% and a year-on-year increase of 36.8%, benefiting from the rapid development of generative AI and increased demand for electronic components [4][11]. - WT followed closely with Q1 revenue of NT$2,474 billion (approximately $8.17 billion), a year-on-year increase of about 28%, exceeding previous forecasts [4][11]. - Arrow's Q1 revenue was $6.814 billion, showing a year-on-year decline of 2%, but the decline rate has narrowed compared to previous quarters [6][8]. - Avnet reported Q1 revenue of $5.315 billion, with a year-on-year decline of 6.0%, indicating a slight improvement in performance [7][8]. Group 2: Market Trends and Regional Insights - The overall chip distribution market shows signs of improvement, with growth momentum continuing for WPG and WT, while Arrow and Avnet's decline is slowing down [8][14]. - Regional performance varies, with the Americas showing a strong growth of 45.3% in semiconductor sales, while Europe experienced a decline of 2.0% [16][18]. - The Asia-Pacific market is recovering, with WPG and WT benefiting from this trend, while Arrow and Avnet are still facing challenges in certain regions [11][13]. Group 3: Future Outlook - The market is expected to gradually recover, with AI applications driving demand growth, particularly in the second half of 2025 [11][14]. - The semiconductor sales for Q1 2025 reached $167.7 billion, marking an 18.8% year-on-year increase, indicating a sustained recovery trend [16][18]. - Despite signs of recovery, the chip industry still faces challenges, particularly in the automotive sector, suggesting that a full market rebound may take time [18].

Core Viewpoint - The article emphasizes the importance of the Japanese semiconductor industry, highlighting its strengths in semiconductor materials and equipment despite its relatively low profile in the global market [4]. Industry Overview - Since Trump's administration, high tariffs have significantly impacted the global semiconductor supply chain, leading to increased focus on Asian semiconductor industries, particularly in China, Japan, and South Korea [3]. - Japan's semiconductor industry, while understated, remains dominant in upstream semiconductor equipment and materials, with Japanese companies leading in three out of five categories in a new survey on semiconductor materials for 2024 [4]. Market Position - In the field of photoresists, Tokyo Ohka Kogyo holds a 22.8% market share, with leading Japanese companies collectively accounting for 75.9% of the market [4]. - Shin-Etsu Chemical leads the silicon wafer market with a 24.7% share, while three Japanese companies monopolize the photomask substrate market [4]. - The semiconductor materials and equipment market is relatively small with lower profit margins, but it requires high technical expertise, which Japan excels in due to its "artisan spirit" and emphasis on foundational research [4]. Event Participation - SEMICON Japan is highlighted as a crucial event for those looking to gain deeper insights into the Japanese semiconductor industry, being one of the most influential semiconductor industrial exhibitions globally [5]. - The upcoming SEMICON Japan 2025 will feature participation from over 1,100 companies and organizations from 35 countries, with a significant number of local Japanese enterprises [5]. Business Exploration - The company plans to organize a six-day business exploration trip to Japan, focusing on SEMICON Japan 2025 and visiting notable semiconductor companies and universities to uncover opportunities within the Japanese semiconductor sector [5][9]. - The itinerary includes networking events to facilitate collaboration between Japanese companies and international participants, enhancing industry connections [7][8]. Experience and Optimization - The company has extensive experience in organizing overseas business explorations, having led over 100 executives to various countries for industry insights and networking since early 2018 [10]. - Continuous optimization of the exploration itinerary is based on feedback and experiences from previous trips, ensuring a rich and professional experience for participants [10].

Group 1 - The company "Chip Superhero" has a 1,600 square meter intelligent chip storage base with over 1,000 stock models and around 100 brands, totaling 50 million chips in stock, weighing 10 tons, and valued at over 100 million [1] - The company operates an independent laboratory in Shenzhen, ensuring quality control (QC) for each material [1] - The company serves over 8,000 users, providing inventory release, demand matching, and trading of surplus materials [3] Group 2 - The company is currently offering special prices on advantageous materials, including various brands and models with significant quantities available [2] - There are reports of price increases for chips from manufacturers such as ST, ADI, and others, indicating market volatility [7] - The industry is facing challenges, including layoffs at major companies like TI, highlighting the pressures within the semiconductor sector [7]

Core Viewpoint - The global semiconductor sales continue to grow in Q1 2025, but there is a significant performance divergence among major chip manufacturers, influenced by market and product differences, particularly in AI and storage sectors, while automotive chip manufacturers are struggling [1]. Chip Design (Including IDM) - Texas Instruments (TI) reported Q1 revenue of $4.07 billion, a year-over-year increase of 11% and a sequential increase of 2%. The company expects Q2 revenue between $4.17 billion and $4.53 billion [3]. - STMicroelectronics (ST) reported Q1 revenue of $2.52 billion, a year-over-year decline of 27.3%, with a net profit of $56 million, down 89.1% [5]. - NXP's Q1 revenue was $2.84 billion, down 9% year-over-year, with a significant decline in automotive market revenue [6]. - Qualcomm's Q1 revenue reached $10.98 billion, a year-over-year increase of 16.9%, driven by growth in mobile, automotive, and IoT sectors [8]. - MediaTek's Q1 revenue was NT$153.31 billion, up 14.9% year-over-year, exceeding operational targets due to increased market demand [9]. Semiconductor Manufacturing - TSMC's Q1 revenue was $25.53 billion, a year-over-year increase of 35.3%, with a gross margin of 58.8% [42]. - UMC reported Q1 revenue of NT$57.86 billion, a year-over-year increase of 5.9%, with a focus on 22/28nm process technology [46]. - World Advanced's Q1 revenue was NT$11.949 billion, a year-over-year increase of 24%, achieving a net profit of NT$2.414 billion [48]. Chip Distribution - WPG Holdings reported Q1 revenue of NT$248.83 billion, a year-over-year increase of 36.8%, driven by demand from AI and related sectors [58]. - Winstek Technology's Q1 revenue was NT$247.4 billion, a year-over-year increase of 28% [60]. - Arrow Electronics reported a 6% year-over-year decline in sales, totaling $5.3 billion [64]. Domestic Semiconductor Companies - Over 70% of semiconductor companies listed in A-shares reported year-over-year revenue growth in Q1 2025, with 60.63% of companies showing profit increases [35]. - Weir Shares reported a 14.68% year-over-year revenue increase in Q1, with a net profit increase of 55.25% [38]. - Zhaoyi Innovation's Q1 revenue was 1.909 billion yuan, a year-over-year increase of 17.32% [40].