如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 androidauthority 。 USB-C 的本意是简化一切——但它失败了。 USB-C 亮相已经很久了。从统一的、一刀切的规范，到如今兼容性问题和功能支持不透明的严峻 现实，USB-C 有赞有贬。我坚定地站在中间——意识到问题的存在，但仍然希望——尽管这种希 望很愚蠢——这个值得信赖的端口有一天能兑现它的承诺。不幸的是，随着时间的推移，USB-C 的机会之窗正在迅速关闭。 要确切了解 USB-C 的"问题"所在，只需环顾一下你的客厅。你能记得哪个移动电源给哪个设备充 电快或慢吗？笔记本电脑和台式电脑也好不到哪里去。以前我们有 DisplayPort、HDMI 和圆形接 口的时候，你很清楚自己的情况——但现在，要弄清楚如今三四个 USB-C 接口哪个能用，就需要 仔细阅读说明书了。谁有时间呢？ 玩"猜猜我是谁？"游戏，用一个号称万能但实际却很少用的接口，只是 USB-C 最大问题的一个缩 影——其规范本身就很混乱。如果有人能告诉我智能手机领域还有多少种不同的充电标准，或者苹 果 Mac 系列产品中有多少种不同的数据传输速度，那真是太好了。说实 ...

Aeonic Insight PDN IQ 为业界带来前所未有的晶体管级 PDN 可视性和分析功能，涵盖从特性分析到现场监控的整个产品周期圣克拉拉，加利福尼亚州, May 05, 2025 (GLOBE NEWSWIRE) -- Movellus 今天宣布推出业内首款用于电源传输网络 (PDN) 表征与监控的片上传感器。电源完整性对任何片上系统 (SoC) 的性能和效率都至关重要。然而，业界对片上 PDN 性能的了解非常有限，这可能会导致电压设置过高（从而影响功耗和性能）、未能达到性能目标和更高的不良率 (DPPM)。随着行业向更大的 SoC、堆叠芯片和芯粒发展，这个问题会变得更加突出，使得对 PDN 的可视化监控对整体系统性能和能效变得更加重要。PDN IQ 通过在整个芯片生命周期中实现 PDN 可视化，帮助先进半导体在功耗、性能和运行时间方面实现提升。这个生命周期包括从台架表征、量产测试到实际使用中的监测。 “要确保高端 SoC 的功能和性能，就需要稳健的 PDN 操作。如今，业界依靠各种‘黑箱’技术来评估此类关键网络，但随着芯片越来越大、封装技术更先进，以及工作负载中功耗波动剧烈，这些方法逐渐失效了。” ...

Financial Data and Key Metrics Changes - Vicor recorded total revenue of $90.4 million for Q1 2025, down 2.3% sequentially from Q4 2024's $96.2 million, but up 12% from Q1 2024's $83.9 million [6] - Advanced products revenue increased 2.7% sequentially to $59.9 million, while product revenue decreased 10% sequentially to $34.1 million [6] - Gross profit margin for Q1 was 47.2%, a decrease of 520 basis points from the prior quarter [7] - Net income for Q1 totaled $2.5 million, with GAAP diluted earnings per share at $0.06 based on a fully diluted share count of 45.5 million shares [11] Business Line Data and Key Metrics Changes - Shipments to stocking distributors decreased 16.9% sequentially and 33.8% year over year [7] - Advanced product share of total revenue increased to 63.7% compared to 60.6% in Q4 2024, while Brick product share decreased to 36.3% [7] - Total operating expenses increased 8.2% sequentially to $44.5 million, primarily due to increased research and development expenses [10] Market Data and Key Metrics Changes - Exports as a percentage of total revenue increased to approximately 60.8% from 56.9% in the prior quarter [7] - The one-year backlog increased 10.4% from the prior quarter, closing at $171.7 million [12] Company Strategy and Development Direction - Vicor is focusing on developing complete front-end to point-of-load solutions centered on a 48-volt hub, which is proving effective as evidenced by strong engagements across top customers [20] - The company is navigating a changing tariff landscape and has informed customers of a 10% tariff surcharge for shipments after July [18] - Vicor is positioned to offer high-efficiency, high-density power delivery networks, with a market expected to exceed $5 billion by 2028 [17] Management's Comments on Operating Environment and Future Outlook - Management views 2025 as a year of uncertainty and opportunity, unable to provide quarterly guidance until uncertainties are resolved [13] - The company remains confident in its licensing business as a growth area, despite short-term impacts from a licensee transitioning to unlicensed products [25] - Management expects continued growth in product revenues and licensing income, with a focus on new product introductions [52] Other Important Information - The transition to a new ERP system (SAP) contributed to the decline in gross margin due to increased production and consulting expenses [9] - Capital expenditures for Q1 totaled $4.6 million, with a construction and progress balance of approximately $9.9 million for manufacturing equipment [12] Q&A Session Summary Question: Can you elaborate on the impact of Vicor's licensing business? - Management acknowledged a short-term impact from a licensee transitioning to unlicensed products but remains confident in the growth potential of the licensing business [25] Question: What are the expected impacts of tariffs on supply and demand? - Management assessed the impact of tariffs on the bill of materials and instituted a 10% tariff surcharge, not expecting significant negative impacts on demand [29] Question: What is the timeline for ramping second-generation VPD products? - Management expects to bring development to fruition for lead customers soon, targeting power production in the second half of the year [34] Question: How does the company view the NBM business going forward? - Management expects the NBM business to grow, driven by demand following the ITC win and concerns from OEMs and hyperscalers [67] Question: What is the status of the ITC case? - The ITC case concluded with a final determination, and management is confident in overcoming the commission's position regarding licensing [54] Question: What is the expected pricing after implementing tariff surcharges? - A 10% tariff surcharge will be applied across the board, with expectations to maintain margins despite varying impacts on different products [61]