国民技术副总经理钟新利：AI技术将成国产MCU破局关键

Core Insights - The demand for AI in China is expected to drive rapid development in related industries, potentially making robotics a significant growth sector similar to new energy vehicles [1] - The global MCU market is undergoing a structural adjustment, influenced by advancements in AI technology and geopolitical factors, leading to a divergence between international and domestic companies [1][2] - Domestic companies are increasingly penetrating the high-end MCU market, traditionally dominated by international firms, particularly in high-value sectors like automotive electronics and industrial control [2] Industry Trends - The MCU technology is evolving towards AI integration, increased integration, architectural innovation, and process iteration [3] - The introduction of the N32H7 series high-performance MCU by the company marks a significant advancement, being the first domestic dual-core heterogeneous MCU based on Arm Cortex M7+M4 [3] - The rapid development of AI technology is pushing the MCU market into a new phase of transformation and upgrade, with AI and MCU integration becoming a core trend [3] Market Dynamics - The servomotor market is crucial for robotics, with domestic manufacturers already holding significant positions [4] - The demand for servomotors in humanoid robots is expected to grow, with projections indicating a substantial increase in production from leading companies [5] - The overall market for humanoid robots is currently limited, but long-term growth potential is significant as applications continue to expand [5] Financial Performance - The company reported a revenue of 1.17 billion yuan in 2023, a year-on-year increase of 12.6%, with a net profit loss reduced by 58.82% [6] - In Q1 2023, the company achieved a revenue of 304 million yuan, a 31.87% increase year-on-year, indicating a recovery in the semiconductor industry [6] - The sales volume of integrated circuits and key components increased by nearly 80%, contributing to a revenue of 597 million yuan, which accounted for 51.09% of total revenue [6] Product Development - The company is focusing on high-value business lines such as industrial automation and automotive electronics to offset low margins in the consumer electronics sector [7] - New digital power control MCU products are being promoted, with increasing demand anticipated due to the rise of AI data centers [7] - The company is entering supply chains of major power customers, expecting performance improvements in the latter half of the year [7] Future Outlook - The industry is expected to experience fluctuations in 2025, particularly due to unclear tariff policies, but there is optimism regarding market demand in Europe and other regions [8] - The MCU market is projected to grow, with the global automotive MCU market expected to reach approximately 10.9 billion USD in 2024, reflecting an 8.3% year-on-year increase [8] - The rise of AI applications across various sectors is increasing the demand for MCUs with AI processing capabilities [9]