Eazytec(688258) 格隆汇·2025-03-26 07:35Core Viewpoint - The company has strategically positioned its firmware products to enhance support for ARM and RISC-V architectures, responding to the growing market demand for these technologies [1] Group 1: Technology and Market Position - The upstream of the firmware business consists of chip manufacturers, with the main CPU architectures in the PC/server market being X86, ARM, MIPS, and RISC-V, where X86 holds a dominant position [1] - ARM architecture chips and RISC-V instruction set-based chips are experiencing strong growth, with RISC-V chips expanding from low-power MCUs to desktop and server applications [1] Group 2: Customer Engagement and Sales Strategy - Due to the high importance and stability requirements of firmware products, the approach to acquiring new customers differs; initially, technical development services are provided to CPU manufacturers to create mature firmware products compatible with their CPUs [1] - The customer onboarding period typically takes 2-4 years before achieving mass sales to computing device manufacturers [1] Group 3: Industry Ecosystem and Standards - The company is a member of the international UEFI forum and the Global Computing Consortium (GCC) new generation BIOS committee, collaborating with chip manufacturers like Haiguang, Zhaoxin, Longxin, and Feiteng [1] - The company actively participates in the formulation of firmware-related industry standards and national standards, contributing technical expertise to the development and widespread application of firmware and open-source systems [1]