News|McDonald's Children's Day walkie-talkie triggered Broadcom integration stock price surge

As the approaching Children's Day, businesses have once again engaged in competition in the children's toy market. This year, McDonald's and KFC have once again stepped out of tradition, focusing on children's toys, initiating a new rivalry. In this battle, McDonald's introduction of the "McMc Walkie-Talkie" has sparked widespread attention.

On May 22nd, McDonald's unveiled a special children's toy: the Chicken Nugget French Fry Walkie-Talkie. This walkie-talkie consists of two uniquely shaped devices, one resembling a french fry and the other a chicken nugget. The most notable feature is that this pair of walkie-talkies has a communication range of up to 300 meters, sufficient to meet children's adventurous needs.

However, the charm of this toy is not limited to its appearance and functionality. For some radio enthusiasts, this walkie-talkie resembles a sophisticated electronic device, piquing their curiosity. Many enthusiasts eagerly disassembled this walkie-talkie to understand its internal structure and operation principles.

After removing six screws, the shell can be opened to reveal the motherboard and antenna. The antenna used is a spring antenna, typically consisting of a metal coil that can unfold into a spiral shape, providing wireless signal reception and transmission. The circuit layout on the motherboard is simple but capable of stable communication functionality. The two buttons on the motherboard correspond to the power switch and PTT (Push-to-Talk) button on the shell. Additionally, there is a microphone and a speaker on the motherboard, although small in scale, they can meet basic voice communication needs.

For the core component of this walkie-talkie—the RF transceiver module, the Broadcom integrated BK4802 chip is used. This chip is a highly integrated semi-duplex RF transceiver IC designed specifically for toy walkie-talkies and remote control applications. Furthermore, the motherboard is also equipped with an MCU (Microcontroller Unit) FT60E01X from Raytac Microelectronics, suitable for consumer electronics products with simple functions and extremely high cost requirements, such as small home appliances and gift toys.

According to information on the website, the current purchase price of the Broadcom integrated chip ranges from 5 CNY to 4.8 CNY, decreasing with increasing quantity. Considering that the price of a pair of McMc walkie-talkies is 38 CNY, the manufacturing cost is estimated to be less than 20 CNY, indicating that the RF main control chip accounts for a considerable proportion of the entire device cost.

At the same time, the launch of this walkie-talkie has also brought tremendous business opportunities to Broadcom integrated. Analysts believe that the revenue increment brought by McDonald's walkie-talkie may be as high as 150 million CNY, and Broadcom integrated's gross profit margin is about 30%. Therefore, it can be anticipated that the profit increment brought by McDonald's walkie-talkie to Broadcom integrated may exceed 45 million CNY. Additionally, due to expectations of chip shortages and price increases, Broadcom integrated's potential benefits may be even greater.

This news immediately attracted investors' attention. Looking at the stock price trend, since the McDonald's walkie-talkie began to sweep the internet on the 24th, Broadcom integrated's stock price has begun to rise rapidly and has reached the limit up by the 27th, demonstrating strong growth momentum.

In conclusion, the launch of McDonald's walkie-talkie not only brings children an interesting toy but also brings tremendous business opportunities to Broadcom integrated. As a simple yet cost-effective electronic device, the McMc Walkie-Talkie is bound to attract more attention in the market and bring new development opportunities to related industries.