2026-01-11 16:21:45

In the rapid iteration of AI hardware, the competition in the chip supply chain has become a race to grasp the rhythm of the upstream and downstream of the industry chain. Taking Runxin Technology as an example, this company is quietly building a complete chip ecosystem from edge AI to embodied intelligence.

**AI Toys and Consumer Applications**

The first to see results are consumer-grade applications. ByteDance's Doubao AI toy "Xianyanbao" has placed an initial order of one million units, backed by Runxin Technology's edge AI chip solutions. In addition, the SoC chips and modules for AR/VR glasses have entered mass production, and AI voice toys, smart wearables, and other terminals are also continuously supplied. Although these orders vary in scale, the accumulated revenue volume is already quite significant.

**Chip Suppliers in the Robotics Sector**

In the field of humanoid robots and embodied intelligence, Runxin Technology plays a more critical role. In cooperation with Yushu Technology and Yunshe, the cost per unit for the humanoid robot H1's chip solution is about 8,000 yuan, while quadruped robot dogs are around 1,000 yuan. Small batch supply will begin in the second half of 2025, and as mass production ramps up in 2026, the revenue elasticity from this segment will be substantial.

**From Distribution to Self-Development**

Although distribution business currently accounts for 76% of revenue, the company's layout in self-developed chips is already clear. The CoWoSS heterogeneous integration packaging service in cooperation with Qiyimoer is scheduled for the first batch of compute chips to be delivered in March 2025, with packaging and wafer fabrication already completed. This indicates that the supply chain for domestically produced compute chips is gradually improving.

The yield rate of the PMUT sensing and computing integrated chips has reached 95%, and the wireless smart home appliance chip Holacon WB01L has entered the supply chain of Haier and Midea. The collaboration with Moores Thread on GPU packaging and testing also demonstrates the company's positioning within the domestic chip ecosystem.

**Broader Collaboration Scope**

In the cooperation with Youtong Digital Ecosystem, a technology development agreement with a target contract amount of about 10 million yuan has been signed, involving multiple directions such as AI digital health, server chip adaptation, and embodied intelligence robots. Cixi Nursing Home and other locations have already piloted 100 digital chat robots, which is a very imaginative application scenario.

Long-term strategic partnerships with upstream manufacturers such as Qualcomm, NVIDIA, Broadcom, and MediaTek also ensure the stability of distribution business. It can be said that Runxin Technology is gradually evolving from a pure distributor into a key part of the AI chip ecosystem—supporting cash flow through distribution while investing in self-development and customized solutions.

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LiquidityWizard

· 01-12 18:02

Haha, another silent supply chain winner. This kind of work is truly profitable. --- The chip solution behind the million-unit order—this is the art of positioning. --- Shifting from distribution to self-research, the flexibility in robot volume in 2026 is indeed significant. --- In the domestic chip ecosystem, Runxin is doing more solid work than companies that simply manufacture chips. --- It feels like this is the real industry chain integrator—both with cash flow and betting on the future. --- Digital chatbots in nursing homes... this application scenario is indeed quite promising. --- The robot chip solution costing 8,000 yuan per unit—just thinking about the profit margin is outrageous. --- Coexisting with giants like Qualcomm and NVIDIA shows that they’ve indeed grasped some key points. --- With 76% of distribution but such a strong focus on self-research, they’re quite bold. --- CoWoS packaging, PMUT yield rate of 95%... looking at these details, they are truly professional.

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LiquidatedAgain

· 01-12 06:31

Wait a minute, a million-unit order sounds great, but how much real cash is actually in the 76% distribution revenue structure... Speaking of the path from distribution to self-research, I've seen too many companies blow up halfway through.

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GasFeeCryBaby

· 01-11 16:51

Million unit prominent package orders? That must be so attractive, no wonder capital is eyeing Runxin. --- Wait, from pure distribution to self-developed ecosystem, isn't this just a supply chain upgrade? Clever. --- Robot chips costing 8,000 yuan each, this profit margin... If volume increases in 2026, it could really take off. --- The statement that domestic chip ecosystems are gradually improving is made every year. What does it mean to be truly improved? --- Having entered the supply chains of Haier and Midea shows that consumer acceptance is still there. --- The broad scope of cooperation actually makes me a bit worried. Can doing everything really be done well? --- Distribution still accounts for 76%, which is too much. Self-developed chips are the future. --- Digital chatbots in nursing home pilot programs are quite impressive, truly remarkable.

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ForkYouPayMe

· 01-11 16:51

Runxin's hand is played quite steadily, with dual drivers of distribution cash flow and self-developed chips, which is quite interesting. The eye-catching package of a million orders was fulfilled so quickly? ByteDance's execution capability is indeed impressive. Wait, the machine dog chip is only 1000 yuan? The cost control is excellent. Self-developed chips have a yield rate of 95%? The level of domestically produced chips is getting better and better. By 2026, robot volume will increase significantly, which is the real growth point. Distribution business accounts for 76%, which is still a bit high; it seems necessary to accelerate the self-development process to be more stable.

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MetaDreamer

· 01-11 16:47

Million units of eye-catching package orders? That's cash flow, no wonder the chip supply chain is so competitive. --- Robot chips cost 8,000 yuan each, mass production in 2026... this flexibility is indeed significant, but the premise is that mass production can be achieved. --- From pure distribution to self-research, Runxin plays this move steadily, earning cash flow while betting on self-research, smart. --- Is the yield rate of sensing, computing, and integrated chips 95%? The data looks pretty good, but I don't know if it can truly challenge Nvidia. --- Cixi nursing home pilot digital chatbots... I didn't expect this application scenario, but it definitely has room for imagination. --- Qualcomm, Nvidia, and other major companies are cooperating, indicating that Runxin's distribution business fundamentals are still stable. --- Delivering computing chips in March 2025? Okay, let's see the actual delivery situation then, no need to boast yet. --- In this wave of embodied intelligence, if Runxin really gets stuck in the upstream supply chain, the valuation and imagination space could indeed be considerable. --- Distribution accounts for 76% of revenue, which is a bit high. Whether self-research can truly become a revenue pillar remains to be seen. --- The domestic chip ecosystem chain is being completed. This trend is correct; it all depends on who can survive until the end.

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governance_ghost

· 01-11 16:31

Behind the million-unit orders is the industry chain's discourse power. Runxin's move is quite strategic. The real test will be when robots are mass-produced in 2026. For now, let's not get too optimistic. From pure distribution to an ecosystem chain, it sounds good, but a 76% revenue share is still a hard obstacle. Self-developed chip yield rate of 95% is acceptable; it all depends on whether packaging and testing can keep up. The domestic chip supply chain needs more of these "middlemen" to connect the upper and lower streams.

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TradingNightmare

· 01-11 16:30

Runxin's move is solid; from distribution to upstream competition, the chip ecosystem is indeed the future gold mine. Humanoid robots are the real pivot point. A chip costing 8,000 yuan each—what will the volume look like by 2026 when it ramps up? Wait, digital chatbots for nursing homes? I didn't see that application coming—there's something there. Honestly, relying on distribution for 76% still feels a bit hollow. Is self-research really reliable? Let's wait and see the delivery results in March 2025. Suddenly, I realize—this is essentially a one-stop service in the chip industry. Embracing diversity and integration is the way to survive.

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MEVSandwichMaker