➀ Apple TV+ is now available as an add-on subscription on Amazon Prime Video for $9.99 per month; ➁ The partnership aims to expand Apple TV+'s subscriber base; ➂ Despite the consolidation of billing and access, there is no price break for Prime Video members; ➃ Apple TV+ has a minority share of the US SVOD market, trailing behind Amazon Prime Video and Netflix.

➀ The advantages of NVIDIA's AI chips are summarized in five points: performance, ease of use, market recognition, versatility, and scalability. ➁ The market share of NVIDIA in China's AI chip market is over 90%, with Huawei being the main competitor. ➂ The performance gap between NVIDIA and domestic AI chips is evident in terms of chip power, memory, memory bandwidth, and interconnect bandwidth. ➃ The domestic AI chip ecosystem lags behind NVIDIA's CUDA ecosystem in maturity and user coverage. ➄ The actual application of domestic AI chips in large-scale clusters is still not mature.

➀ This article presents the top five wearable device suppliers in Q1 2024 based on shipment volume, market share, and year-over-year growth, with Apple leading the list. ➁ Xiaomi, Huawei, and Samsung are also highlighted, showcasing significant growth rates. ➂ The article is sourced from IDC's Worldwide Quarterly Wearables Tracker.

➀ Q2 semiconductor revenue reached a record high of $162.1 billion; ➁ Omdia attributes the growth to Nvidia and AI demand; ➂ Over 50% of tracked companies saw lower semiconductor revenue year-over-year.

➀ Tesla's BEV market share dropped from 19% to 17% in the first five months of 2024; ➁ BYD is just one point behind Tesla at 16%; ➂ The BEV portfolio of legacy automakers like Volkswagen and Geely-Volvo stood at 7 and 8 percent, respectively.

➀ IDC发布2024年第二季度全球PC供应商排名，Lenovo以22.7%的市场份额位居第一；➁ HP Inc.和Dell Technologies分别以21.1%和15.5%的市场份额位列第二和第三；➂ Apple以8.8%的市场份额排名第五；➃ Acer Group以6.8%的市场份额排名第四。

➀ Google generated $238 billion in revenue from its advertising segment in 2023, representing 77% of Alphabet’s overall revenue. ➁ The US anti-trust lawsuit against Google began on September 9, 2024. ➂ Despite significant market share, competitors like Yandex and Baidu generate only a fraction of Google’s advertising revenue.

1. Negative sales growth in the energy/functional beverage sector has impacted Celsius' stock performance; 2. Strong growth in the sugar-free category and increased shelf space; 3. Expansion in market share, especially in convenience channels and Amazon, with potential for long-term growth through new product launches and international expansion.

➀ Japan leads in three out of five categories of new 'semiconductor materials', with some categories seeing Japanese companies hold a 100% market share. Experts warn that Chinese and South Korean companies are gaining influence in the semiconductor materials field, with China pushing for domestication, potentially reducing Japanese market share. ➁ The Nikkei 2023 'Major Products and Services Market Share Survey' shows that Japanese companies rank first in 10 categories, an increase of 4 from the previous survey. In the new 'semiconductor materials' category, Japanese companies are first in three categories. ➂ Tokyo Ohka Chemical is the leading player in photoresist with a 22.8% market share, excelling in traditional automotive products and EUV photoresist for the latest smartphones. The company has strengthened production and sales systems in Kagoshima and North America, with a sales target for the fiscal year ending December 2030 set at 350 billion yen, 1.7 times higher than the original plan. ➃ Shin-Etsu Chemical has the highest global market share in silicon wafers, with 24.7%, and is the only company, along with Sumco, that can produce the most advanced products. ➄ In the Mask Blanks category, three Japanese companies dominate the global market share, with HOYA holding over 60% of the market share.

➀ Japan leads in three out of five categories of new 'semiconductor materials', with some categories seeing Japanese companies hold a 100% market share. Experts warn that Chinese and South Korean companies are gaining influence in the semiconductor materials field, with China pushing for domestication, potentially reducing Japanese market share. ➁ The Nikkei 2023 'Major Products and Services Market Share Survey' shows that Japanese companies rank first in 10 categories, an increase of 4 from the previous survey. In the new 'semiconductor materials' category, Japanese companies are first in three categories. ➂ Tokyo Ohka Chemical is the leading player in photoresist with a 22.8% market share, excelling in traditional automotive products and EUV photoresist for the latest smartphones. The company has strengthened production and sales systems in Kagoshima and North America, with a sales target for the fiscal year ending December 2030 set at 350 billion yen, 1.7 times higher than the original plan. ➃ Shin-Etsu Chemical has the highest global market share in silicon wafers, with 24.7%, and is the only company, along with Sumco, that can produce the most advanced products. ➄ In the Mask Blanks category, three Japanese companies dominate the global market share, with HOYA holding over 60% of the market share.

➀ The configuration level of intelligent cabins has become an important reference for consumers when buying cars. The article discusses the increasing hardware resource and computing power requirements of intelligent cabins, which are met by high-performance SoC chips. In 2023, the domestic market delivered 3.476 million sets of cabin domain controllers, with an installation rate of 16.5%. Foreign chip brands still dominate the market, with Qualcomm alone accounting for nearly 60% of the market share. ➁ Consumer electronics chip manufacturers have an advantage in the intelligent cabin SoC market due to their cost and iteration speed advantages. ➂ The market share of intelligent cabin SoC chips is concentrated in a few overseas chip companies, including Qualcomm, AMD, Renesas, Intel, and Samsung. Currently, the market share of domestic cabin SoC chips is not high, accounting for less than 10%, mainly due to the late start of domestic manufacturers.

➀ The top five smartphone companies in Q2 2024, according to IDC, are Samsung, Apple, Xiaomi, vivo, and OPPO. ➁ Samsung leads with a slight growth of 0.7%, while Xiaomi shows significant growth at 27.4%. ➂ Overall market growth is 6.5% from Q2 2023 to Q2 2024.

➀ The article lists the top seven semiconductor companies based on market share and revenue for Q1, as reported by Counterpoint Research. ➁ It provides a brief overview of the companies' positions in the market. ➂ The article also includes links to related topics such as automotive IC vendors, distributors, SiC suppliers, and foundries.

➀ Power semiconductors handle high voltage and large current, used in various products like smartphones and EVs. ➁ The global market for power semiconductors reached $28.3 billion in 2023, with German Infineon leading at 22.8%. ➂ Japanese companies like Mitsubishi Electric and Fuji Electric also hold significant market shares. ➃ There is a growing demand for new materials like silicon carbide (SiC) and gallium nitride (GaN) to enhance efficiency in EVs and home appliances.

1. The Q1 semiconductor market saw a 2% decline to $151.5 billion according to Omdia. 2. Consumer, industrial, and auto sectors experienced significant drops, while data processing rose due to demand for NVIDIA's chips and AI-related products. 3. NVIDIA increased its market share to 14.5%, surpassing Samsung and Intel, who together hold 18.6%.

1. SMIC overtook GlobalFoundries and UMC to become the No.3 foundry in Q1 2024. 2. The top 10 foundries saw a QoQ revenue drop of 4.3% to $29.2 billion. 3. TSMC maintained its market share at 61.7% despite a QoQ revenue drop of 4.1%.