China Electronic Circuit Industry Association

84th issue

February 28, 2025

Weekly News|
Private enterprise symposium held；In 2024, the market size of humanoid robots in China will be about 2.76 billion yuan; Xinqi Microelectronics' orders have been scheduled for production until the third quarter of 2025..

1、Industry

After the symposium on private enterprises, the National Development and Reform Commission, the Ministry of Industry and Information Technology, and others made heavyweight statements

The private enterprise symposium held on February 17th made arrangements for private enterprises to participate in market competition fairly, solve financing difficulties and high financing costs, and solve the problem of overdue payments to private enterprises. On February 18th, the National Development and Reform Commission stated that China will further remove barriers to market access, implement targeted policies to assist private enterprises in overcoming difficulties, strengthen efforts to solve the problem of overdue payments to private enterprises, and accelerate the development of the private economy. More than 90% of private enterprises are small and medium-sized enterprises. On the 18th, the Ministry of Industry and Information Technology stated that it will guide small and medium-sized enterprises to strengthen their confidence, adhere to their main business, strengthen their industries, and operate with integrity from five aspects: ecological empowerment, innovation empowerment, digital empowerment, talent empowerment, and service empowerment, in order to embark on a path of high-quality development. (First Financial)

 DeepSeek announces launch of NSA for ultra fast long context training and inference

February 18th，DeepSeek announces the launch of NSA for ultra fast long context training and inference. According to its introduction, NSA is a hardware consistent and locally trainable sparse attention mechanism used for ultra fast long context training and inference. By optimizing the design for modern hardware, inference speed has been accelerated while reducing pre training costs without affecting performance. It matches or outperforms fully attentive models in general benchmark testing, long context tasks, and instruction based reasoning。（Global Market）

Federal Reserve Daley: Policy needs to remain tight

On February 18th, Federal Reserve official Daley stated that the economy is in good condition and the labor market is very stable; Don't be discouraged by the progress of inflation; Policies need to remain tight until sustained progress is seen in terms of inflation; Before making the next adjustment, we hope to proceed with caution; The current policy is in a very good state and can be easily adjusted when necessary.（china business news）

The Ministry of Industry and Information Technology and eight other departments have issued the "Action Plan for High Quality Development of New Energy Storage Manufacturing Industry"

On February 18th, the Ministry of Industry and Information Technology and eight other departments recently issued the "Action Plan for High Quality Development of New Energy Storage Manufacturing Industry". The plan mentions that by 2027, China's new energy storage manufacturing industry will have a prominent international competitive advantage throughout the entire chain, with a further expansion of the advantageous enterprise echelon, significant improvement in industrial innovation and comprehensive competitiveness, and the realization of high-end, intelligent, and green development. Accelerate the iteration and upgrading of mature technologies such as lithium batteries, support disruptive technological innovation, and enhance the supply capacity of high-end products. Promote the engineering and application technology research and development of supercapacitors, lead carbon batteries, sodium batteries, flow batteries, and other technologies. Develop compressed air and long-term energy storage technology to accelerate the improvement of technical economy and system energy conversion efficiency. (Observation Network)

2、Market

IDC： Global enterprise AI storage spending reaches $6.7 billion in 2024, with a compound annual growth rate of 12.2% over the next five years

On February 14, it was reported that International Data Corporation (IDC) and Inspur Information jointly released the Evaluation Report on the Development of China's Artificial Intelligence Computing Power in 2025. The Report pointed out that with the rapid development of artificial intelligence technology, enterprises' demand for data storage has reached an unprecedented high. According to IDC data, global enterprise spending on artificial intelligence storage will reach $6.7 billion in 2024, increase to $7.6 billion in 2025, and is expected to reach $10.2 billion in 2028, with a five-year compound annual growth rate of 12.2% from 2023 to 2028. The application of large-scale model training and generative artificial intelligence technology has had a significant impact on the storage market.(C114 Communication Network)

According to data from the China Association of Automobile Manufacturers：Double growth in production and sales of new energy vehicles in January

On February 17th, the China Association of Automobile Manufacturers held its monthly automotive industry information conference. China Securities Journal reporters learned from the conference that in January, China's automobile production and sales reached 2.45 million and 2.423 million respectively, with a year-on-year increase of 1.7% in production and a year-on-year decrease of 0.6% in sales. Among them, new energy vehicles continued to maintain rapid growth year-on-year, with production and sales increasing by 29% and 29.4% respectively. Chen Shihua, Deputy Secretary General of the China Association of Automobile Manufacturers, stated at a press conference that in January, driven by favorable factors such as the "trade in" policy and the Spring Festival economic assistance, automobile production achieved a slight increase, while sales only slightly decreased compared to the same period last year, and the industry ushered in a stable start. Among them, passenger cars continued to perform well, with both production and sales increasing year-on-year; The production and sales of new energy vehicles and automobile exports continue to perform well. (China News Network)

The cumulative number of charging infrastructure in China has reached 13.213 million units, an increase of 49.1% year-on-year

On February 17th, the latest data released by the China Electric Vehicle Charging Infrastructure Promotion Alliance showed that as of the end of January 2025, the cumulative number of charging infrastructure in China reached 13.213 million units, an increase of 49.1% year-on-year. Among them, 395000 new charging infrastructure units were added in January, a year-on-year increase of 49.5%. The increase in public charging stations was 181000 units, a year-on-year increase of 222.5%. The increase in private charging stations built with vehicles was 214000 units, a year-on-year increase of 2.9%. It is understood that the construction of charging infrastructure in China has basically met the rapid development needs of new energy vehicles. The construction of public charging infrastructure is concentrated in 10 regions including Guangdong, Zhejiang, Jiangsu, Shanghai, and Shandong, accounting for 67.9%. During the Spring Festival holiday, with the increase in the number of new energy vehicle trips, the charging service volume of both State Grid and Southern Power Grid achieved significant growth.（Viewpoint Network）

Data shows that the market size of humanoid robots in China will reach about 2.76 billion yuan in 2024, and is expected to grow into a market of 100 billion yuan in 2030

On February 15th, 2025, at the beginning of the Chinese New Year, the "intelligence" of humanoid robots was given higher expectations, and the entire industry is expected to usher in the first year of mass production. At present, China has become a leading producer of humanoid robots in the world. Data shows that the market size of humanoid robots in China will reach about 2.76 billion yuan in 2024, and is expected to grow into a market of 100 billion yuan in 2030. The global market also shows strong growth momentum, with the market size of humanoid robots expected to reach 154 billion US dollars by 2035. Let's follow the reporter to experience the acceleration of robot companies in the Yangtze River Delta.（CNTV）

China Academy of Information and Communications Technology: Mobile phone shipments in the domestic market will increase by 8.7% year-on-year in 2024

On February 14th, according to the China Academy of Information and Communications Technology (CAICT), in December 2024, the domestic market shipped 34.528 million mobile phones, a year-on-year increase of 22.1%. Among them, 30.433 million 5G mobile phones were shipped, a year-on-year increase of 25.8%, accounting for 88.1% of the same period's mobile phone shipments. From January to December 2024, the domestic market shipped 314 million mobile phones, a year-on-year increase of 8.7%. Among them, 272 million 5G mobile phones, a year-on-year increase of 13.4%, accounted for 86.4% of the mobile phone shipments during the same period. In December 2024, 28 new mobile phone models were launched in China, a year-on-year increase of 7.7%, including 5 5G phones, a year-on-year decrease of 54.5%, accounting for 17.9% of the number of new mobile phone models launched during the same period. (China News Service)

3、Enterprise

Rumors suggest that TSMC may acquire a 20% stake in Intel's foundry division

On February 18th, the American technology media "wccftech" reported that TSMC may acquire a 20% stake in Intel's foundry services division (IFS). Antitrust laws typically prevent large corporations from merging, but a 20% stake will allow TSMC to collaborate with Intel while avoiding regulatory scrutiny. The latest news suggests that TSMC will acquire a minority stake in Intel. At the same time, American chip design giants Qualcomm and Broadcom may play important roles in the transaction, as these two companies may assist in completing the transaction by placing orders with the new entity to ensure its smooth transition to operational status. For Qualcomm and Broadcom, investing in Intel's IFS will enable them to better compete with MediaTek in Taiwan. (Sina Finance)

In 2024, Samsung will occupy 28.3% of the global TV market share

 On February 18th, according to market research firm Omida, Samsung announced that it will hold a 28.3% market share in the global television market in 2024, leading the industry for 19 consecutive years. It is reported that Samsung QLED TV shipments reached 8.34 million units, with a market share of 46.8%, exceeding 10% of total sales for the first time; The shipment volume of OLED TVs reached 1.44 million units, with a market share of 27.3%. Samsung emphasizes that the success of this business is partly due to Samsung's continuous investment in AI technology research and development, which improves the picture quality, sound effects, and user experience of televisions. On the other hand, it consolidates its advantage in the high-end market and deepens its large-size strategy.（Viewpoint Network）

Samsung launches next-generation DRAM technology to enhance the computing performance of AI smartphones and PCs

 On February 17th, Samsung Electronics announced that it is developing a new generation of DRAM technology aimed at significantly improving the computing performance of AI smartphones and PCs. With the rapid development of artificial intelligence technology, especially in the field of mobile devices, the demand for high-performance memory is constantly increasing. Samsung strives to achieve breakthroughs in performance and stability by using copper pillars to connect stacked DRAM, which is undoubtedly a major highlight in the technology industry. Before delving deeper into this technology, let's first review the basic concepts of DRAM (Dynamic Random Access Memory). DRAM, as an important memory technology, is widely used in computers and smart devices. Its main function is to quickly read and write data, ensuring that the processor can access necessary data more efficiently. With the rise of AI technologies such as machine learning and deep learning, traditional DRAM technology is no longer able to meet the needs of processing large datasets. Therefore, developing the next generation of DRAM has become a common goal in the industry. (CPCA Printed Circuit Information)

Hongxin Electronics has been granted an invention patent authorization for a circuit board quality inspection process that utilizes a double-layer assembly line for quality inspection

 On February 18th, according to data from the Tianyancha APP, Hongxin Electronics (300657) obtained a new invention patent authorization, titled "A Circuit Board Quality Inspection Process Using Double Layer Pipeline for Quality Inspection". The patent application number is CN202110399516.8, and the authorization date is February 18th, 2025. Patent Abstract: The present invention discloses a double-layer assembly line and quality inspection process for circuit board quality inspection. The double-layer assembly line includes a frame, a dispensing assembly line, a reflow assembly line, a dispensing drive motor, and a reflow drive motor. The transmission direction of the dispensing assembly line is opposite to that of the reflow assembly line. The dispensing assembly line includes a mirror inspection area, a process quality inspection area, a finished product sampling area, a point counting cycle area, and a scanning input packaging area. The reflow assembly line is located below the mirror inspection area, the process quality inspection area, and the finished product sampling area. (Securities Star)

Xinqi Microelectronics: Order delivery plan has been scheduled until the third quarter of 2025

 On February 17, the official WeChat official account of Acer WeChat announced that the explosion of global AI computing power demand has led to the accelerated upgrading and production increase of high and multi-layer PCB boards and high-end HDI industries. At the same time, the PCB industry chain has expanded overseas. The company's current order delivery plan has been scheduled to the third quarter of 2025. The production capacity is overloaded, and the business prospect continues to be good. At present, the company is fully committed to promoting the construction of the second phase base and striving to put it into use by mid-2025 to ensure timely delivery.（Securities Star）

The IPO of Suzhou Jinyi New Material Technology Co., Ltd. has been terminated, and the sponsor is Guoxin

 On February 13th, it was announced that Suzhou Jinyi New Materials Technology Co., Ltd. (referred to as "Jinyi New Materials") had terminated its IPO on the Shanghai Stock Exchange. It is reported that the IPO sponsor of Jinyi New Materials is Guoxin Securities Co., Ltd., with Yao Si and Yu Yang as the sponsor representatives, and the proposed financing amount is 744 million yuan. The listing process shows that Jinyi New Materials' IPO was accepted on December 30, 2022, inquired on January 20, 2023, and terminated on February 13, 2025. According to the information, Jinyi New Materials was established in February 2017. The legal representative and chairman of the company are both Chen Jinkui. The company mainly engages in the research and development, production, sales, and related after-sales services of non-metallic materials, non-metallic products, and their specialized equipment; Development, design, deep processing, and sales of non-metallic minerals; Engaged in the import and export of goods and technology, except for goods and technology restricted or prohibited from import and export by the state.（Caixin Society）

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writer：Zhang Guoqi

reviewer：Zhang Yun