預告:台股下一波炒作題材-自動化概念股

sohopro wrote:
這族群經過這幾年的 ...(恕刪)


說的是SMARC這個嗎? 連Kontron技術長Dirk Finstel都被挖腳到Adlink.
http://www.tudou.com/listplay/6dzjNyzz1ZY/zDuOvQE0p0o.html


SMARC (‘Smart Mobility ARChitecture’) is a specification published by the Standardization Group for Embedded Technologies e.V. (SGET) for Computer-on-Modules (COMs).[1] SMARC Computer-on-Modules are specifically designed for the development of extremely compact low-power systems. Generally, SMARC modules are based on ARM processors, they can, however, also be fitted with other low-power SoC architectures, like, for example, ones based on x86 SoCs.[2] Typically, SMARC modules’ power requirement is in the range of a few watts, which opens up avenues to markets which to date could not be addressed due to processor designs with much higher power consumption.[3]
Computer-on-Modules integrate the core function of a bootable computer, like SoC, as well as additional circuitry, including DRAM, boot-flash, voltage distribution, Ethernet and display transmitter. The modules are deployed together with an application-specific carrierboard, whose size and form can be defined to meet customer-specific requirements. The carrierboard executes the required interfaces and can integrate, if required, any further functionalities, such as audio codecs, touch controller, wireless communication interfaces, etc.
The SMARC specification outlines both the dimensions of the module and the positioning of the anchor points as well as the connector to the carrierboard and, most importantly, the executed interfaces with the pin-out. The pin-out is optimized for ARM and low-power SoC interfaces and is distinguished from classical PC interfaces by its target-oriented focus on low-power and mobile applications.
SMARC is based on the ULP-COM form factor[4] which was introduced by the companies Kontron and Adlink in 2011. During the specification process by the SGET the standard was renamed to SMARC.
coadna6666 wrote:
說的是SMARC這個...(恕刪)


這家對產品線與市場的布局玩的是真的, 看得出有整體戰略, 主軸都在自動化相關

他們一向很積極介入並主導產業協會, 我想是為了取得歐美客戶的認同所做的布局

否則一般台廠 IPC 在政府跟大型專案很難與 Kontron 競爭

增加 ARM 也是在計畫之中, 檢驗他們過往的執行力, 這個應該會開花結果

有的 me too, 東摸一下, 西摸一下, 看似靈活因應, 實則一事無成
sohopro wrote:



這家對產品線與市場的布局玩的是真的, 看得出有整體戰略, 主軸都在自動化相關

他們一向很積極介入並主導產業協會, 我想是為了取得歐美客戶的認同所做的布局

否則一般台廠 IPC 在政府跟大型專案很難與 Kontron 競爭

增加 ARM 也是在計畫之中, 檢驗他們過往的執行力, 這個應該會開花結果

有的 me too, 東摸一下, 西摸一下, 看似靈活因應, 實則一事無成...(恕刪)


今年這家營利率就會正面發展,明年更明顯
coadna6666 wrote:
今年這家營利率就會正...(恕刪)



嵌入式規格競賽式微 應用躍升主流王道
隨著各項智能產業的興起,嵌入式產品的市場發展,已經被IT產業內的相關業者視為今後將超越消費性電子產品的另一塊金礦


sohopro wrote:
這家對產品線與市場的...(恕刪)



工業電腦龍頭研華(2395)手握60億元現金,積極藉由併購擴增實力,市場傳出,研華預計下周三(14日)舉辦法說會,並於當日宣布新的併購案,研華將併購台灣、同屬工業電腦領域的公司,併購完成後將有助提升研華的整體競爭力



被併購者是艾訊?新漢?

coadna6666 wrote:
工業電腦龍頭研華(2...(恕刪)


我猜一定是艾訊,

劉克振本來就有投資了,

真是恭喜了~
艾訊是研華轉投資....安勤也是一樣....所以下星期就知道

coadna6666 wrote:
說的是SMARC這個...(恕刪)
那是說下星期一能買進艾訊?

coadna6666 wrote:
說的是SMARC這個...(恕刪)

mitfit wrote:
那是說下星期一能買進...(恕刪)


不要碰到pc and NB相關個股即可
a680314 wrote:
艾訊是研華轉投資....安勤也是一樣....所以下星期就知道


...(恕刪)


以最近怪異的漲勢來看,有可能是安勤
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