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蔡生天天
2022-12-15
666
@半导体产业纵横:32位MCU正當時
蔡生天天
2022-12-14
667
@时代财经:最懂年輕人的造車新勢力,合創汽車爲年輕人打造潮智新車
蔡生天天
2022-11-10
66
@小虎综合资讯:開盤 | 美股三大指數大幅高開,小鵬汽車漲超11%
蔡生天天
2022-11-03
666
@228912d:鍾兆民 原創金句第15期丨牛市熊市長期看不是什麼大事,找到牛股纔是關鍵
蔡生天天
2022-11-03
666
@小虎综合资讯:蘋果跌超3%,iPhone在華單週銷量跌27%
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Insights的報告認爲,全球半導體需求將在2023年出現週期性下滑,全年總銷量預計將減少5%。這樣的市場下,存儲、CPU、GPU等產品都已經受到影響,MCU也難以獨善其身,一些入門級和中端MCU的價格已降至2019年的水平。消息人士稱,去庫存成爲了MCU供應商和渠道運營商面對的關鍵問題,異常的庫存水平可能會持續到2023年第二和第三季度。這意味着消費類MCU的價格競爭在2023年也將繼續激烈,因爲MCU供應商可能會大幅削減報價,以進一步鞏固其在市場特別是國內市場上的份額。爲了抵禦消費類MCU持續庫存調整的影響,許多MCU公司都打算將越來越多的重點放在開發中高端32位產品上。MCU公司包括新唐科技、盛羣半導體、凌通科技和偉詮電子等都認爲必須提高中高端32位產品的比例才能保持競爭力。32位MCU爲何火熱?同時國內的MCU公司在32位產品上發展得怎麼樣了呢?01汽車電子推動32位MCU市場根據IC Insights統計,2011-2020年全球MCU產品中,32位MCU產品市場佔有率穩步上升,4/8位MCU產品佔比呈下降趨勢。2020年32位MCU佔比爲62%,而4/8位MCU佔比爲15%。據IC Insights預測,未來五年32位MCU的銷售額將以9.4%的複合年增長率增長。MCU的應用市場主要爲車用電子、工控、消費電子、醫療健康,佔比分別爲35%、24%、18%和14%。行業","text":"衆所周知,半導體行業正在經歷下行週期。多家機構均下調了對明年半導體市場的預期。世界半導體貿易統計協會發布預測稱,2023年半導體市場規模將從此前預計的同比增長4.6%轉爲同比減少4.1%至5565億美元,這將是2019年後該半導體行業首次出現回落。Gartner發佈的報告預計,2023年半導體行業收入將下降3.6%,從2022年的6180億美元降至5960億美元,低於早先預測的6230億美元。IC Insights的報告認爲,全球半導體需求將在2023年出現週期性下滑,全年總銷量預計將減少5%。這樣的市場下,存儲、CPU、GPU等產品都已經受到影響,MCU也難以獨善其身,一些入門級和中端MCU的價格已降至2019年的水平。消息人士稱,去庫存成爲了MCU供應商和渠道運營商面對的關鍵問題,異常的庫存水平可能會持續到2023年第二和第三季度。這意味着消費類MCU的價格競爭在2023年也將繼續激烈,因爲MCU供應商可能會大幅削減報價,以進一步鞏固其在市場特別是國內市場上的份額。爲了抵禦消費類MCU持續庫存調整的影響,許多MCU公司都打算將越來越多的重點放在開發中高端32位產品上。MCU公司包括新唐科技、盛羣半導體、凌通科技和偉詮電子等都認爲必須提高中高端32位產品的比例才能保持競爭力。32位MCU爲何火熱?同時國內的MCU公司在32位產品上發展得怎麼樣了呢?01汽車電子推動32位MCU市場根據IC Insights統計,2011-2020年全球MCU產品中,32位MCU產品市場佔有率穩步上升,4/8位MCU產品佔比呈下降趨勢。2020年32位MCU佔比爲62%,而4/8位MCU佔比爲15%。據IC Insights預測,未來五年32位MCU的銷售額將以9.4%的複合年增長率增長。MCU的應用市場主要爲車用電子、工控、消費電子、醫療健康,佔比分別爲35%、24%、18%和14%。行業","images":[{"img":"https://static.tigerbbs.com/66eb380a3aeacd72d9adbf84f84f8c1a","width":"632","height":"712"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623104294","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623911085,"gmtCreate":1670986304649,"gmtModify":1676538471747,"author":{"id":"3554694448881017","authorId":"3554694448881017","name":"蔡生天天","avatar":"https://static.tigerbbs.com/a9f6dcda0441500494135ed4ba4b9a45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554694448881017","authorIdStr":"3554694448881017"},"themes":[],"htmlText":"667","listText":"667","text":"667","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623911085","repostId":"623937192","repostType":1,"repost":{"id":623937192,"gmtCreate":1670983395000,"gmtModify":1676538471422,"author":{"id":"3578460021109326","authorId":"3578460021109326","name":"时代财经","avatar":"https://static.tigerbbs.com/91c2175656a070c51747405cb8325278","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578460021109326","authorIdStr":"3578460021109326"},"themes":[],"title":"最懂年輕人的造車新勢力,合創汽車爲年輕人打造潮智新車","htmlText":"本文來源:時代財經 作者:曹鬱 當前,汽車消費用戶正逐漸向年輕羣體轉移,隨着消費主體人羣與結構的改變,年輕化轉型成爲了汽車行業的重要方向。 在2022中國汽車論壇系列活動“新形勢下的汽車行業運行和市場發展論壇”上,有觀點認爲,中國汽車消費人羣年輕化趨勢值得關注。從人羣規模變化和消費偏好看,年輕化趨勢對新能源汽車消費是利好。當前30歲以下的年輕汽車消費者佔比在三成以上。 今年11月,合創汽車獲得由時代財經頒發的“2022年度最受Z世代好評的品牌”獎項;同月,合創汽車官方數據顯示,旗下單車型已連續3月交付量突破3000臺,反映出市場和消費者的認可。日前,合創汽車首款轎跑車型A06正式上市並交付,也讓合創的潮智與個性再次深入人心。 合創A06。圖片來源:合創汽車 當年輕人的汽車消費需求向個性化、場景化、體驗化的方向轉變,合創汽車如何融入了年輕人圈子,贏得青睞? 品牌定位掌握年輕密碼 “與上一代人相比,一切新鮮事物都能夠與汽車行業掛鉤,個性化、創新已成爲關鍵詞。”《汽車藍皮書:中國汽車品牌發展報告(2022)》——《 中國民族汽車品牌年輕羣體用戶發展趨勢分析》中指出,“這不僅讓各大車企在生產過程中重視品質和性能,更要注重對營銷內容宣傳、消費者使用體驗、口碑等方面進行全方位的調整革新。”換言之,這一屆年輕人汽車消費不僅彰顯個性化,消費觀也更務實,注重個性與品質兼備。 合創汽車敏銳地洞察到了年輕人汽車消費觀的變化,不斷強化品牌的“潮智”標籤。早在2021年4月,合創汽車與EDG建立戰略合作,聯手開放了共創生態平臺,今年8月,合創汽車冠名EDG英雄聯盟分部戰隊,戰隊更名爲“EDG合創汽車戰隊”。 合創汽車與EDG深度合作。圖片來源:合創汽車 憑藉電競潮流的強大號召力,合創汽車進一步被年輕用戶所認知,聲量大幅擴漲。不少電競愛好者圍繞合創品牌名進行二次創作,“電車人!開創!”“創進世界賽”","listText":"本文來源:時代財經 作者:曹鬱 當前,汽車消費用戶正逐漸向年輕羣體轉移,隨着消費主體人羣與結構的改變,年輕化轉型成爲了汽車行業的重要方向。 在2022中國汽車論壇系列活動“新形勢下的汽車行業運行和市場發展論壇”上,有觀點認爲,中國汽車消費人羣年輕化趨勢值得關注。從人羣規模變化和消費偏好看,年輕化趨勢對新能源汽車消費是利好。當前30歲以下的年輕汽車消費者佔比在三成以上。 今年11月,合創汽車獲得由時代財經頒發的“2022年度最受Z世代好評的品牌”獎項;同月,合創汽車官方數據顯示,旗下單車型已連續3月交付量突破3000臺,反映出市場和消費者的認可。日前,合創汽車首款轎跑車型A06正式上市並交付,也讓合創的潮智與個性再次深入人心。 合創A06。圖片來源:合創汽車 當年輕人的汽車消費需求向個性化、場景化、體驗化的方向轉變,合創汽車如何融入了年輕人圈子,贏得青睞? 品牌定位掌握年輕密碼 “與上一代人相比,一切新鮮事物都能夠與汽車行業掛鉤,個性化、創新已成爲關鍵詞。”《汽車藍皮書:中國汽車品牌發展報告(2022)》——《 中國民族汽車品牌年輕羣體用戶發展趨勢分析》中指出,“這不僅讓各大車企在生產過程中重視品質和性能,更要注重對營銷內容宣傳、消費者使用體驗、口碑等方面進行全方位的調整革新。”換言之,這一屆年輕人汽車消費不僅彰顯個性化,消費觀也更務實,注重個性與品質兼備。 合創汽車敏銳地洞察到了年輕人汽車消費觀的變化,不斷強化品牌的“潮智”標籤。早在2021年4月,合創汽車與EDG建立戰略合作,聯手開放了共創生態平臺,今年8月,合創汽車冠名EDG英雄聯盟分部戰隊,戰隊更名爲“EDG合創汽車戰隊”。 合創汽車與EDG深度合作。圖片來源:合創汽車 憑藉電競潮流的強大號召力,合創汽車進一步被年輕用戶所認知,聲量大幅擴漲。不少電競愛好者圍繞合創品牌名進行二次創作,“電車人!開創!”“創進世界賽”","text":"本文來源:時代財經 作者:曹鬱 當前,汽車消費用戶正逐漸向年輕羣體轉移,隨着消費主體人羣與結構的改變,年輕化轉型成爲了汽車行業的重要方向。 在2022中國汽車論壇系列活動“新形勢下的汽車行業運行和市場發展論壇”上,有觀點認爲,中國汽車消費人羣年輕化趨勢值得關注。從人羣規模變化和消費偏好看,年輕化趨勢對新能源汽車消費是利好。當前30歲以下的年輕汽車消費者佔比在三成以上。 今年11月,合創汽車獲得由時代財經頒發的“2022年度最受Z世代好評的品牌”獎項;同月,合創汽車官方數據顯示,旗下單車型已連續3月交付量突破3000臺,反映出市場和消費者的認可。日前,合創汽車首款轎跑車型A06正式上市並交付,也讓合創的潮智與個性再次深入人心。 合創A06。圖片來源:合創汽車 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Insights的報告認爲,全球半導體需求將在2023年出現週期性下滑,全年總銷量預計將減少5%。這樣的市場下,存儲、CPU、GPU等產品都已經受到影響,MCU也難以獨善其身,一些入門級和中端MCU的價格已降至2019年的水平。消息人士稱,去庫存成爲了MCU供應商和渠道運營商面對的關鍵問題,異常的庫存水平可能會持續到2023年第二和第三季度。這意味着消費類MCU的價格競爭在2023年也將繼續激烈,因爲MCU供應商可能會大幅削減報價,以進一步鞏固其在市場特別是國內市場上的份額。爲了抵禦消費類MCU持續庫存調整的影響,許多MCU公司都打算將越來越多的重點放在開發中高端32位產品上。MCU公司包括新唐科技、盛羣半導體、凌通科技和偉詮電子等都認爲必須提高中高端32位產品的比例才能保持競爭力。32位MCU爲何火熱?同時國內的MCU公司在32位產品上發展得怎麼樣了呢?01汽車電子推動32位MCU市場根據IC Insights統計,2011-2020年全球MCU產品中,32位MCU產品市場佔有率穩步上升,4/8位MCU產品佔比呈下降趨勢。2020年32位MCU佔比爲62%,而4/8位MCU佔比爲15%。據IC Insights預測,未來五年32位MCU的銷售額將以9.4%的複合年增長率增長。MCU的應用市場主要爲車用電子、工控、消費電子、醫療健康,佔比分別爲35%、24%、18%和14%。行業","listText":"衆所周知,半導體行業正在經歷下行週期。多家機構均下調了對明年半導體市場的預期。世界半導體貿易統計協會發布預測稱,2023年半導體市場規模將從此前預計的同比增長4.6%轉爲同比減少4.1%至5565億美元,這將是2019年後該半導體行業首次出現回落。Gartner發佈的報告預計,2023年半導體行業收入將下降3.6%,從2022年的6180億美元降至5960億美元,低於早先預測的6230億美元。IC Insights的報告認爲,全球半導體需求將在2023年出現週期性下滑,全年總銷量預計將減少5%。這樣的市場下,存儲、CPU、GPU等產品都已經受到影響,MCU也難以獨善其身,一些入門級和中端MCU的價格已降至2019年的水平。消息人士稱,去庫存成爲了MCU供應商和渠道運營商面對的關鍵問題,異常的庫存水平可能會持續到2023年第二和第三季度。這意味着消費類MCU的價格競爭在2023年也將繼續激烈,因爲MCU供應商可能會大幅削減報價,以進一步鞏固其在市場特別是國內市場上的份額。爲了抵禦消費類MCU持續庫存調整的影響,許多MCU公司都打算將越來越多的重點放在開發中高端32位產品上。MCU公司包括新唐科技、盛羣半導體、凌通科技和偉詮電子等都認爲必須提高中高端32位產品的比例才能保持競爭力。32位MCU爲何火熱?同時國內的MCU公司在32位產品上發展得怎麼樣了呢?01汽車電子推動32位MCU市場根據IC Insights統計,2011-2020年全球MCU產品中,32位MCU產品市場佔有率穩步上升,4/8位MCU產品佔比呈下降趨勢。2020年32位MCU佔比爲62%,而4/8位MCU佔比爲15%。據IC Insights預測,未來五年32位MCU的銷售額將以9.4%的複合年增長率增長。MCU的應用市場主要爲車用電子、工控、消費電子、醫療健康,佔比分別爲35%、24%、18%和14%。行業","text":"衆所周知,半導體行業正在經歷下行週期。多家機構均下調了對明年半導體市場的預期。世界半導體貿易統計協會發布預測稱,2023年半導體市場規模將從此前預計的同比增長4.6%轉爲同比減少4.1%至5565億美元,這將是2019年後該半導體行業首次出現回落。Gartner發佈的報告預計,2023年半導體行業收入將下降3.6%,從2022年的6180億美元降至5960億美元,低於早先預測的6230億美元。IC Insights的報告認爲,全球半導體需求將在2023年出現週期性下滑,全年總銷量預計將減少5%。這樣的市場下,存儲、CPU、GPU等產品都已經受到影響,MCU也難以獨善其身,一些入門級和中端MCU的價格已降至2019年的水平。消息人士稱,去庫存成爲了MCU供應商和渠道運營商面對的關鍵問題,異常的庫存水平可能會持續到2023年第二和第三季度。這意味着消費類MCU的價格競爭在2023年也將繼續激烈,因爲MCU供應商可能會大幅削減報價,以進一步鞏固其在市場特別是國內市場上的份額。爲了抵禦消費類MCU持續庫存調整的影響,許多MCU公司都打算將越來越多的重點放在開發中高端32位產品上。MCU公司包括新唐科技、盛羣半導體、凌通科技和偉詮電子等都認爲必須提高中高端32位產品的比例才能保持競爭力。32位MCU爲何火熱?同時國內的MCU公司在32位產品上發展得怎麼樣了呢?01汽車電子推動32位MCU市場根據IC Insights統計,2011-2020年全球MCU產品中,32位MCU產品市場佔有率穩步上升,4/8位MCU產品佔比呈下降趨勢。2020年32位MCU佔比爲62%,而4/8位MCU佔比爲15%。據IC Insights預測,未來五年32位MCU的銷售額將以9.4%的複合年增長率增長。MCU的應用市場主要爲車用電子、工控、消費電子、醫療健康,佔比分別爲35%、24%、18%和14%。行業","images":[{"img":"https://static.tigerbbs.com/66eb380a3aeacd72d9adbf84f84f8c1a","width":"632","height":"712"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623104294","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623911085,"gmtCreate":1670986304649,"gmtModify":1676538471747,"author":{"id":"3554694448881017","authorId":"3554694448881017","name":"蔡生天天","avatar":"https://static.tigerbbs.com/a9f6dcda0441500494135ed4ba4b9a45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554694448881017","authorIdStr":"3554694448881017"},"themes":[],"htmlText":"667","listText":"667","text":"667","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623911085","repostId":"623937192","repostType":1,"repost":{"id":623937192,"gmtCreate":1670983395000,"gmtModify":1676538471422,"author":{"id":"3578460021109326","authorId":"3578460021109326","name":"时代财经","avatar":"https://static.tigerbbs.com/91c2175656a070c51747405cb8325278","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578460021109326","authorIdStr":"3578460021109326"},"themes":[],"title":"最懂年輕人的造車新勢力,合創汽車爲年輕人打造潮智新車","htmlText":"本文來源:時代財經 作者:曹鬱 當前,汽車消費用戶正逐漸向年輕羣體轉移,隨着消費主體人羣與結構的改變,年輕化轉型成爲了汽車行業的重要方向。 在2022中國汽車論壇系列活動“新形勢下的汽車行業運行和市場發展論壇”上,有觀點認爲,中國汽車消費人羣年輕化趨勢值得關注。從人羣規模變化和消費偏好看,年輕化趨勢對新能源汽車消費是利好。當前30歲以下的年輕汽車消費者佔比在三成以上。 今年11月,合創汽車獲得由時代財經頒發的“2022年度最受Z世代好評的品牌”獎項;同月,合創汽車官方數據顯示,旗下單車型已連續3月交付量突破3000臺,反映出市場和消費者的認可。日前,合創汽車首款轎跑車型A06正式上市並交付,也讓合創的潮智與個性再次深入人心。 合創A06。圖片來源:合創汽車 當年輕人的汽車消費需求向個性化、場景化、體驗化的方向轉變,合創汽車如何融入了年輕人圈子,贏得青睞? 品牌定位掌握年輕密碼 “與上一代人相比,一切新鮮事物都能夠與汽車行業掛鉤,個性化、創新已成爲關鍵詞。”《汽車藍皮書:中國汽車品牌發展報告(2022)》——《 中國民族汽車品牌年輕羣體用戶發展趨勢分析》中指出,“這不僅讓各大車企在生產過程中重視品質和性能,更要注重對營銷內容宣傳、消費者使用體驗、口碑等方面進行全方位的調整革新。”換言之,這一屆年輕人汽車消費不僅彰顯個性化,消費觀也更務實,注重個性與品質兼備。 合創汽車敏銳地洞察到了年輕人汽車消費觀的變化,不斷強化品牌的“潮智”標籤。早在2021年4月,合創汽車與EDG建立戰略合作,聯手開放了共創生態平臺,今年8月,合創汽車冠名EDG英雄聯盟分部戰隊,戰隊更名爲“EDG合創汽車戰隊”。 合創汽車與EDG深度合作。圖片來源:合創汽車 憑藉電競潮流的強大號召力,合創汽車進一步被年輕用戶所認知,聲量大幅擴漲。不少電競愛好者圍繞合創品牌名進行二次創作,“電車人!開創!”“創進世界賽”","listText":"本文來源:時代財經 作者:曹鬱 當前,汽車消費用戶正逐漸向年輕羣體轉移,隨着消費主體人羣與結構的改變,年輕化轉型成爲了汽車行業的重要方向。 在2022中國汽車論壇系列活動“新形勢下的汽車行業運行和市場發展論壇”上,有觀點認爲,中國汽車消費人羣年輕化趨勢值得關注。從人羣規模變化和消費偏好看,年輕化趨勢對新能源汽車消費是利好。當前30歲以下的年輕汽車消費者佔比在三成以上。 今年11月,合創汽車獲得由時代財經頒發的“2022年度最受Z世代好評的品牌”獎項;同月,合創汽車官方數據顯示,旗下單車型已連續3月交付量突破3000臺,反映出市場和消費者的認可。日前,合創汽車首款轎跑車型A06正式上市並交付,也讓合創的潮智與個性再次深入人心。 合創A06。圖片來源:合創汽車 當年輕人的汽車消費需求向個性化、場景化、體驗化的方向轉變,合創汽車如何融入了年輕人圈子,贏得青睞? 品牌定位掌握年輕密碼 “與上一代人相比,一切新鮮事物都能夠與汽車行業掛鉤,個性化、創新已成爲關鍵詞。”《汽車藍皮書:中國汽車品牌發展報告(2022)》——《 中國民族汽車品牌年輕羣體用戶發展趨勢分析》中指出,“這不僅讓各大車企在生產過程中重視品質和性能,更要注重對營銷內容宣傳、消費者使用體驗、口碑等方面進行全方位的調整革新。”換言之,這一屆年輕人汽車消費不僅彰顯個性化,消費觀也更務實,注重個性與品質兼備。 合創汽車敏銳地洞察到了年輕人汽車消費觀的變化,不斷強化品牌的“潮智”標籤。早在2021年4月,合創汽車與EDG建立戰略合作,聯手開放了共創生態平臺,今年8月,合創汽車冠名EDG英雄聯盟分部戰隊,戰隊更名爲“EDG合創汽車戰隊”。 合創汽車與EDG深度合作。圖片來源:合創汽車 憑藉電競潮流的強大號召力,合創汽車進一步被年輕用戶所認知,聲量大幅擴漲。不少電競愛好者圍繞合創品牌名進行二次創作,“電車人!開創!”“創進世界賽”","text":"本文來源:時代財經 作者:曹鬱 當前,汽車消費用戶正逐漸向年輕羣體轉移,隨着消費主體人羣與結構的改變,年輕化轉型成爲了汽車行業的重要方向。 在2022中國汽車論壇系列活動“新形勢下的汽車行業運行和市場發展論壇”上,有觀點認爲,中國汽車消費人羣年輕化趨勢值得關注。從人羣規模變化和消費偏好看,年輕化趨勢對新能源汽車消費是利好。當前30歲以下的年輕汽車消費者佔比在三成以上。 今年11月,合創汽車獲得由時代財經頒發的“2022年度最受Z世代好評的品牌”獎項;同月,合創汽車官方數據顯示,旗下單車型已連續3月交付量突破3000臺,反映出市場和消費者的認可。日前,合創汽車首款轎跑車型A06正式上市並交付,也讓合創的潮智與個性再次深入人心。 合創A06。圖片來源:合創汽車 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