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NuPhy Launches New Focus-Driven Keyboards at CES 2026
Globenewswire· 2026-01-12 14:00
The brand doesn’t design keyboards for everyone — and that’s the point.LAS VEGAS, Jan. 12, 2026 (GLOBE NEWSWIRE) -- At CES this year, keyboard and input device brand NuPhy announced its latest product lineup and made its position clear: its keyboards are not designed to please everyone, but to serve people who value long-term typing comfort, thoughtful design, and attention to detail. During the show, NuPhy attracted sustained attention from engineers and developers, particularly visitors from Silicon Valle ...
RK K99星刃键盘活动价299元带回家
Xin Lang Cai Jing· 2026-01-08 11:48
这款键盘目前在天猫精选活动售价399元,参与立减100 元优惠活动,下单1件,实付低至299元,原价399元,现 在仅需299元就能带回家,让你以实惠价格拥有高品质电 竞键盘。 想要一款出色的电竞游戏键盘?RK K99星刃电竞游戏客制化三模机械键盘值得考虑。它支持有线无线 双8k低延迟,还具备RGB灯光效果,能为你的游戏体验带来更沉浸的感受。 这款键盘目前在天猫精选活动售价399元,参与立减100元优惠活动,下单1件,实付低至299元,原价 399元,现在仅需299元就能带回家,让你以实惠价格拥有高品质电竞键盘。 想要一款出色的电竞游戏键盘?RK K99星刃电竞游戏客 制化三模机械键盘值得考虑。它支持有线无线双8k低延 迟,还具备RGB灯光效果,能为你的游戏体验带来更沉 浸的感受。 ...
NuPhy Unveils Next-Gen Keyboards at CES
Globenewswire· 2026-01-07 14:30
“Playfully Serious” design transforms typing and gaming experiencesLOS ANGELES, Jan. 07, 2026 (GLOBE NEWSWIRE) -- NuPhy, a next-generation keyboard and input device brand, is making its CES 2026 debut with a lineup of innovative keyboards designed to transform typing and gaming experiences. The debut highlights NuPhy’s signature “Playfully Serious” philosophy, proving that professional work tools can be both functional and fun. “Our philosophy is simple,” says Reo, CEO of NuPhy, “Work doesn’t have to be bor ...
ROG战刃2标准版鼠标大促,低至130元
Xin Lang Cai Jing· 2026-01-07 10:12
天猫精选的 ROG 战刃 2 标准版有线鼠标正在进行优惠活动。这款鼠标外观造型维持不变,尺寸为 126x67x45mm,重 110g (不含线),是专为右手打造的第二代大 G 造型,升级一体成型防滑侧裙,注 塑工艺手感优秀更耐磨,不过简化了左侧DPI 狙击键。内部拥有快拆可插拔式更换微动技术,还额外附 赠一对日产欧姆龙微动,能轻松更换微动开关改变手感并延长鼠标寿命。鼠标底部、滚轮和尾部均有 Aura Sync 灯光系统,支持与 Aura Sync 板卡等 RGB 幻彩同步。它搭载了 PMW3360 光学传感器,提供 12000DPI、250IPS 和承受 50g 加速度,自带 5000 万次寿命欧姆龙微动,还附赠两个日系欧姆龙微动, 也可更换 Omron D2F 和 Omron D2FC 系列微动。鼠标线材可拆卸,还附赠鼠标收纳袋,底部特氟龙脚 贴更耐磨顺滑。 天猫精选的 ROG 战刃 2 标准版有线鼠标正在进行优惠 活动。这款鼠标外观造型维持不变,尺寸为 126x67x45mm,重 110g (不含线),是专为右手打造 的第二代大 G 造型,升级一体成型防滑侧裙,注塑工艺 手感优秀更耐磨,不过简化了左侧DP ...
鼠标市场调研报告 | 全球现状及未来发展趋势
QYResearch· 2025-12-17 01:20
鼠标是一种人机交互输入设备,通常与计算机、笔记本电脑、平板或其他电子终端配合使用,用于通过移动与 点击操作控制屏幕上的光标,实现指令输入与界面交互。其基本结构包括外壳、按键、滚轮、定位传感器(光 学或激光)、微动开关、控制电路板以及连接方式模块(有线或无线)。现代鼠标依据传感方式可分为光学鼠 标和激光鼠标,依据连接方式可分为有线鼠标、 2.4GHz 无线鼠标及蓝牙鼠标等。 2024 年,全球鼠标市场规模达到了 25.07 亿美元,预计 2031 年将达到 32.10 亿美元,年复合增长率( CAGR )为 3.52% 。 地区层面来看,中国市场在过去几年变化较快, 2024 年市场规模为 4.08 亿美元,约占全球的 16% ,预计 2031 年将达到 5.73 亿美元,届时全球占比将达到 18% 。 鼠标行业现状分析及市场规模 鼠标是计算机输入设备中最基础且最重要的产品之一,是人机交互系统的核心部件。自 20 世纪 80 年代个人计 算机普及以来,鼠标市场长期与 PC 产业同步发展,成为桌面计算生态不可或缺的外设。进入 21 世纪后,随 着笔记本电脑、平板电脑及智能设备的普及,鼠标从功能性外设逐步向多样化、 ...
Logitech International (NasdaqGS:LOGI) Conference Transcript
2025-11-12 14:00
Logitech International Conference Summary Company Overview - **Company**: Logitech International (NasdaqGS: LOGI) - **Date of Conference**: November 12, 2025 Key Points Industry and Market Dynamics - **Strong Demand**: The September quarter showed strong demand across product lines and regions, with most experiencing double-digit growth in sell-through [8][9] - **Regional Performance**: - **Asia-Pacific**: Up double digits, primarily driven by gaming in China [9] - **Europe**: Also saw double-digit growth, driven by personal workspace and video conferencing [11] - **North America**: Slight decline year-over-year, particularly in gaming, which saw a mid-single digit market decline [11][12] Financial Performance - **Revenue Outlook**: For the third quarter, revenue is expected to increase by 1-4% in constant currency, with gross margin rates projected between 42-43% [18] - **Sales Trends**: Sell-through outpaced sell-in, indicating healthy demand and inventory levels [23] Consumer Behavior and Pricing - **U.S. Consumer Elasticity**: Limited elasticity observed in B2B and mid to high-end products, while more elasticity was noted in low-end gaming products [20][21] - **Pricing Strategy**: Price increases were implemented to offset tariff impacts, with careful consideration of consumer acceptance [20][21] Product Strategy and Innovation - **Gaming Market**: Continued focus on both casual and professional gamers, with partnerships for product development [52] - **China for China Strategy**: Aimed at developing products specifically for the Chinese market, leading to share gains in gaming and personal workspace [30][32] Video Conferencing (VC) Market - **Growth in VC**: Strong performance in the first half, driven by hybrid work models and increased demand for video-enabled conference rooms [55][56] - **Vertical Market Penetration**: Focus on education and healthcare sectors, which represent significant growth opportunities [56] Long-term Growth Strategy - **Growth Targets**: Aiming for 7-10% long-term growth with a focus on innovation and market share gains [65][66] - **Cost Management**: Continuous improvement in cost structure through supplier negotiations and value engineering [74][78] Capital Allocation and M&A Strategy - **M&A Focus**: Emphasis on bolt-on acquisitions that enhance capabilities without large transformational deals [108][110] - **Service Development**: Exploring service and subscription models, particularly in the B2B space [114][116] Conclusion - **Market Position**: Logitech is positioned as a market leader with significant organic growth potential in a market exceeding $20 billion [121] - **Financial Responsibility**: The company maintains a flexible balance sheet and aims to return value to shareholders through dividends and share repurchases [123] This summary encapsulates the key insights from the Logitech International conference, highlighting the company's performance, market dynamics, and strategic direction.
几千块的键盘、鼠标,到底谁在买?
3 6 Ke· 2025-11-07 01:17
Core Insights - The League of Legends World Championship semifinals concluded in Shanghai, with T1 and KT advancing to the finals on November 9 in Chengdu, marking a significant event in the esports calendar [1] - The 2025 League of Legends World Championship will return to China, generating massive online engagement with billions of views on platforms like Weibo, Douyin, and Bilibili prior to the event [1] - The esports landscape is booming, as evidenced by the record-breaking esports World Cup held in Saudi Arabia, which featured a total prize pool of $70 million and attracted over 2,500 players from nearly 100 countries [3] Esports Event Highlights - The esports World Cup in Saudi Arabia lasted seven weeks and included 25 game titles, with online viewership exceeding 750 million, a 50% increase from the previous year [3] - The CS Major held in June achieved a record 76.1 million hours of viewing time, with tickets selling out within six hours [5] - The upcoming Budapest Major in November will feature 32 top teams competing for a prize of $1.25 million [5] Consumer Trends in Gaming Hardware - From October 15 to 19, 2025, sales of gaming peripherals surged, with laptop sales increasing over 150% and keyboard sales rising over 190% compared to the same period last year [5] - A significant portion of consumers (96.1%) prefer to use external keyboards and mice rather than relying on built-in laptop devices [5] - High-end gaming peripherals, such as ASUS ROG and Razer keyboards, are seeing substantial sales growth, with magnetic keyboards experiencing a 225% increase in sales [10] Gaming Peripheral Market Dynamics - The demand for high-quality gaming peripherals is driven by the need for performance and ergonomics, with lightweight mice becoming increasingly popular for their ease of use in fast-paced games [32][36] - The market for gaming keyboards and mice is expanding beyond traditional gaming, with over 75% of consumers recognizing the value of esports peripherals in everyday use [47] - The trend of owning multiple gaming peripherals is rising, with 40.2% of users owning two keyboards and 45.3% owning two mice, indicating a shift towards specialized equipment for different gaming scenarios [46] Future Outlook - The esports industry is evolving from a niche market to a mainstream phenomenon, with the Chinese esports market alone surpassing 100 billion yuan [40] - The increasing popularity of esports is reflected in the growing consumer base, with a significant number of non-gamers also adopting gaming peripherals for their superior performance [52] - The trend of professional esports players collaborating with hardware manufacturers to create customized equipment is likely to continue, further driving innovation in the gaming peripheral market [40][42]
京东消费观察:磁轴键盘、光轴键盘、轻量化鼠标成键鼠外设三大关键趋势
Zhong Jin Zai Xian· 2025-10-31 12:43
Core Insights - The keyboard and mouse remain essential tools for consumers, with nearly 90% considering them necessities, and over 60% using them for more than 6 hours daily [1][5][9] Consumer Trends - Comfort, performance enhancement, and personalized design are the top three reasons for purchasing or upgrading keyboards and mice, with ergonomic design and quiet operation being the primary concerns in office settings [1][11] - Game players are the main consumer group for keyboards and mice, with over 70% owning multiple devices and nearly 60% frequently upgrading for new features [2][12] Gaming Segment Insights - Over 80% of hardcore gamers pursue high-performance peripherals, driven by performance needs, configuration anxiety, and the desire for an immersive experience [2][14] - The trend of using different devices for various gaming scenarios is becoming the norm, with nearly 60% of deep players changing equipment based on game type [2][16] Market Dynamics - The term "gaming" is evolving into "e-sports," with 75.9% of respondents aware of e-sports keyboards and mice, indicating a shift in consumer perception towards high performance and lifestyle representation [2][19][23] - The search volume for "e-sports keyboard" and "e-sports mouse" has increased significantly, outpacing traditional gaming-related searches, reflecting a shift in consumer behavior [3][23] Product Preferences - Players define ideal e-sports devices with features like ergonomic design, durability, and precision, with magnetic and optical keyboards becoming the preferred categories [3][26][27] - The sales of magnetic keyboards surged by 225% year-on-year, with high-end models seeing even greater growth, indicating a strong market trend towards premium products [4][27] Industry Evolution - The gaming peripheral market is transitioning from niche products for professionals to mainstream consumer goods, driven by the influence of hardcore gamers on broader consumer preferences [42][43] - The industry is witnessing a "top-down" professionalization upgrade, where high-end features are becoming standard in mainstream products, reshaping consumer expectations [42][43]
Logitech(LOGI) - 2026 Q2 - Earnings Call Transcript
2025-10-28 21:32
Financial Data and Key Metrics Changes - Logitech reported a non-GAAP operating income of $230 million, up 19% year-over-year, with net sales increasing by 4% year-over-year in constant currency [11][12][14] - Non-GAAP gross margin rate for the quarter was 43.8%, similar to the prior year, with operating expenses declining by 3% year-over-year [14][15] Business Line Data and Key Metrics Changes - Personal workspace grew year-over-year, driven by double-digit growth in point-in-devices and keyboards [12] - Gaming segment delivered 5% year-over-year growth in constant currency, primarily due to double-digit growth in PC gaming [12][66] - Video collaboration grew 3% in constant currency, with strong growth in EMEA, while the Americas remained flat [12][13] Market Data and Key Metrics Changes - Asia-Pacific grew 19% year-over-year in constant currency, led by sustained double-digit growth in China [13] - EMEA experienced a 3% growth in constant currency, while the Americas saw a decline of 4%, mainly due to the gaming market downturn [13][14] Company Strategy and Development Direction - Logitech remains focused on long-term strategic priorities, including superior products and innovation, with 16 new products launched in Q2 [4][5] - The company is committed to reducing its share of U.S. products originating from China to 10% by the end of the calendar year [7] - Logitech plans to continue investing in R&D and demand generation while maintaining cost discipline and agility [8][9] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the North American consumer market, particularly in gaming, anticipating improvement during the holiday season [8][22] - The overall macro environment remains uncertain, with factors such as tariffs and inflation impacting the outlook [15][16] Other Important Information - Logitech's cash flow remains strong, generating approximately $230 million in cash from operations, with a cash balance of $1.4 billion [15] - The company returned $340 million to shareholders through dividends and share repurchases [15] Q&A Session Summary Question: U.S. consumer uncertainty related to gaming - Management noted that while the gaming market in the Americas declined mid-single digits, they are cautiously optimistic about recovery due to upcoming game releases and targeted promotions [22][23] Question: Consumer response to higher prices - Management indicated minimal impact on premium products, while entry-level products experienced some effects, which are being managed with targeted promotions [27][32] Question: M&A strategy - Logitech's top priority remains organic investment, followed by dividend growth, with M&A being a lower priority, focusing on strategic targets that enhance growth [34] Question: Gaming normalization in the Americas - Management observed improving trends throughout the quarter and expressed confidence that normalization will occur, although timing remains uncertain [36] Question: Marketing spend for the holiday season - Management is optimistic about inventory levels and plans to invest in marketing, particularly for premium offerings, while maintaining discipline in overall OpEx [56][57] Question: Channel inventories across regions - Management confirmed that channel inventories are healthy across all regions, with a positive dynamic in the Americas as sell-out outpaced sell-in [67]
Logitech(LOGI) - 2026 Q2 - Earnings Call Transcript
2025-10-28 21:32
Financial Data and Key Metrics Changes - The company reported a non-GAAP operating income of $230 million, up 19% year over year, with mid-single-digit net sales growth year over year [11][12] - Net sales increased by 4% year over year in constant currency, supported by robust demand across both consumer and B2B segments [11][12] - Non-GAAP gross margin rate for the quarter was 43.8%, similar to the prior year, with operating expenses declining 3% year over year [14][15] Business Line Data and Key Metrics Changes - Personal workspace grew year over year, driven by double-digit growth in point-in-devices and keyboards [12] - Gaming segment delivered 5% year-over-year growth in constant currency, with double-digit growth in PC gaming [12] - Video collaboration grew 3% in constant currency, with strong growth in EMEA, while the Americas remained relatively flat [12][13] Market Data and Key Metrics Changes - Asia-Pacific grew 19% year over year in constant currency, led by sustained double-digit growth in China [13] - EMEA grew 3% in constant currency, driven by strong growth in video collaboration and personal workspace [13] - The Americas experienced a decline of 4%, primarily due to a downturn in the gaming market [13] Company Strategy and Development Direction - The company remains focused on long-term strategic priorities, including superior products and innovation, with 16 new products announced in the quarter [4][5] - Continued investment in R&D and demand generation is planned to gain market share [8] - The company aims to reduce its share of U.S. products originating from China to 10% by the end of the calendar year [7] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the North American consumer market, particularly in gaming, anticipating improvement during the holiday season [8][23] - The overall macro environment remains uncertain, with factors such as tariffs, export restrictions, and inflation impacting the outlook [15][16] - The company expects net sales in Q3 to grow 1% to 4% year over year in constant currency, with a gross margin rate between 42% and 43% [16] Other Important Information - The company generated approximately $230 million in cash from operations, ending the quarter with a cash balance of $1.4 billion [15] - Logitech was ranked 25th on Forbes' list of the world's best employers [10] Q&A Session Summary Question: Can you elaborate on U.S. consumer uncertainty, particularly in gaming? - Management noted that while the gaming market in the Americas declined mid-single digits, there is cautious optimism for recovery due to upcoming game releases and targeted promotions [22][23] Question: What is the consumer response to higher prices? - Management indicated minimal impact on premium products, with some effect on entry-level products, particularly in gaming [27][33] Question: How is Logitech approaching M&A? - The company prioritizes organic investment, followed by dividend growth, with M&A being a lower priority, focusing on strategic targets that enhance growth [35] Question: How is the marketing spend planned for the holiday season? - Management expressed confidence in inventory levels and indicated a focus on effective marketing spend, particularly in premium offerings [58] Question: What is the status of channel inventories? - Management confirmed that channel inventories are healthy across all regions, with a positive dynamic in the Americas as sell-out outpaced sell-in [69] Question: Can you provide insights on gaming subsegments? - The gaming segment globally continues to perform well, with strong demand in PC gaming and growth in the premium segment [67]