1. 大致研究了S3的业务,说一些我的看法:
1) 下图来自S3的官网,我觉得最能阐述本次S3收购对IOTS的意义:IOTS即将从一家提供定制化design win方案、专注于物联网非易失性存储模块(NVM)生产与销售的硬件公司,演变为能够提供integrated solutio...查看全文
Constantva2018-06-05 09:51
$Adesto科技(IOTS)$ ,一家针对物联网市场推出NVM存储模块的公司,这几天大致看了一下,如下:
1. 物联网设备的市场潜力较大,10-K中提到两个数据,一是到2020年,全球IOT Units installed 将达到25B,年增长率38%;NVM市场在2019年将达到2.7B的规模,年增长25%。
2. 产品 moat及竞争:
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004327 Size: 7 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004328 Size: 7 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004329 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004331 Size: 7 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004332 Size: 7 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004324 Size: 5 KB 网页链接
$Adesto科技(IOTS)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001567619-20-004326 Size: 7 KB 网页链接
$Adesto科技(IOTS)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001011438-20-000090 Act: 34 Size: 84 KB 网页链接
$Adesto科技(IOTS)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001104659-20-021019 Act: 34 Size: 61 KB 网页链接
$Adesto科技(IOTS)$ SC 13G/A [Amend] Statement of acquisition of beneficial ownership by individuals Accession Number: 0001535264-20-000012 Act: 34 Size: 9 KB 网页链接