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IDRV: Attractive Growth Trend, Uncertain Holdings
Seeking Alpha· 2025-09-18 14:10
Core Viewpoint - The electric vehicle market and self-driving industry are expected to experience attractive growth over the next decade [1]. Group 1: Market Outlook - The self-driving EV and tech sector is highlighted as a promising area for investment, indicating a positive long-term growth trajectory [1]. Group 2: Investment Strategy - The analysis emphasizes a fundamental approach to identifying undervalued stocks with growth potential, particularly in the context of the electric vehicle and self-driving markets [1].
X @Bloomberg
Bloomberg· 2025-09-17 23:52
Funding - Dat Bike secured $22 million in funding [1] Market Dynamics - Dat Bike is competing with established players like Honda and Yamaha in the rapidly growing Vietnamese two-wheel EV market [1]
X @Bloomberg
Bloomberg· 2025-09-15 05:34
Industry Expansion - Chinese electric vehicle maker Xpeng has launched its first production line in Europe [1] Manufacturing Partnership - Xpeng is partnering with Austrian contract manufacturer Magna Steyr [1]
每周观察 | 2Q25前五大企业级SSD品牌厂营收;二季度全球智能手机生产总数达3亿支;Micro LED芯片市场;牵引逆变器…
TrendForce集邦· 2025-09-13 02:04
Group 1: Enterprise SSD Market - The revenue of the top five enterprise SSD brands reached over $5.1 billion in Q2 2025, showing a quarter-over-quarter increase of 12.7% [2][3] - Samsung led the market with a revenue of $1,899 million, holding a market share of 34.6%, although it experienced a slight increase of 0.5% compared to the previous quarter [3] - SK Group (SK hynix + Solidigm) saw significant growth with a revenue increase of 47.1%, reaching $1,461.7 million and capturing a market share of 26.7% [3] Group 2: Smartphone Production - Global smartphone production reached 300 million units in Q2 2025, reflecting a quarter-over-quarter increase of approximately 4% and a year-over-year increase of 4.8% [4][5] - Oppo and Transsion brands contributed to the recovery in production after inventory adjustments, indicating a positive trend in the market despite ongoing economic challenges [4] Group 3: Micro LED Technology - The penetration of Micro LED technology in consumer electronics is accelerating, with significant products like the Garmin Fenix 8 Pro smartwatch expected to adopt this technology by 2025 [7] - The Micro LED chip market is projected to grow to $461 million by 2029, driven by the introduction of key products in various sectors [7] Group 4: Electric Vehicle Inverter Market - The global installation of electric vehicle traction inverters reached 7.66 million units in Q2 2025, marking a year-over-year increase of 19% [10] - Battery Electric Vehicles (BEVs) accounted for 52% of the installed inverters, surpassing hybrid vehicles for the second consecutive quarter [10]
Phoenix Motor's EdisonFuture Subsidiary Enters Cooperative Agreement with JustGo to Launch Last-Mile Community Delivery Business
Accessnewswire· 2025-09-10 10:30
ANAHEIM, CA / ACCESS Newswire / September 10, 2025 / Phoenix Motor Inc. (OTC PINK:PEVM) ("Phoenix Motor" or the "Company"), leader in zero-emission commercial transportation, today announced that its wholly owned EdisonFuture subsidiary has entered into a cooperative agreement with JustGo to develop and operate a new last-mile community delivery business. The collaboration will initially deploy a fleet of 200 EdisonFuture MEV2/LSV electric vehicles in Orange County, California. ...
X @Bloomberg
Bloomberg· 2025-09-07 17:05
Contemporary Amperex Technology Co. introduced two battery variants designed specifically for Europe’s electric vehicle market, underscoring its growth ambitions in the region https://t.co/Wlz2SEwYiC ...
X @Bloomberg
Bloomberg· 2025-08-27 21:24
China’s campaign to stamp out a ferocious EV price war seems to be having limited effect, with all of the nation’s top 20 auto brands either keeping discounts intact, deepening them or only slightly reducing them in July https://t.co/06kIb9Fn3A ...
你買特斯拉,竟是為AI打工?這才是FSD的真相! #特斯拉 #FSD #自動駕駛 #馬斯克 #AI #數據 #Tesla
大鱼聊电动· 2025-08-19 11:20
#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號: https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後,自動獲得95折優惠!🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕(兩入/一入)🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...
X @Bloomberg
Bloomberg· 2025-08-18 13:16
Overseas Investment Trends - Chinese electric vehicle (EV) companies' overseas investment exceeded domestic investment for the first time in 2024 [1] Challenges in Foreign Projects - Foreign projects face higher costs, delays, and risks [1]
馬斯克瘋了嗎?特斯拉FSD挑戰地獄模式:印度神牛!#特斯拉 #FSD #ElonMusk #自動駕駛 #印度 #AI #Tesla #Autopilot #科技
大鱼聊电动· 2025-08-16 11:25
Company Focus - The content focuses on Tesla and its related technologies such as FSD (Full Self-Driving) and Dojo [1] - The content creator shares updates on Tesla's latest information and advancements in FSD and Dojo [1] Promotional Offers - JOWUA products are promoted with a 5% discount using the referral code BIGFISH95 [1] - Specific JOWUA products are highlighted, including a hidden screen storage base, car headrests, a CCS2 dual-use mobile charger, a folding electric scooter, and an air pump charging set [1] Content Creation - The channel provides daily updates of approximately 9 minutes of electric vehicle videos [1] - The channel aims to provide in-depth, comprehensive, and up-to-date information on electric vehicles, with a focus on Tesla [1]