Nations(SZ:300077) Zheng Quan Ri Bao Wang·2025-04-22 13:04Core Viewpoint - National Technology has launched the N32H7 series high-performance MCUs based on the Arm Cortex M7 core, marking a significant step in entering the high-end MCU market, which has been dominated by international companies like NXP and Renesas [1][2]. Group 1: Product Launch and Market Position - National Technology is the first domestic company to introduce Arm Cortex M7+M4 dual-core heterogeneous MCUs, with the N32H7 series including models such as N32H785 and N32H788 [1][2]. - The new products feature a performance ceiling for general-purpose MCUs, with standard configurations including 1024K TCM memory and operating speeds of 600MHz for the Arm Cortex-M7 and 300MHz for the Cortex-M4 [2][3]. - The company aims to cover the entire range of 32-bit MCUs from M0 to M7, positioning itself as a rare domestic player with a full product line from low-end to high-end [2]. Group 2: Application Areas - The N32H7 series is applicable in various fields, including industrial control, robotics, and renewable energy sectors such as photovoltaic inverters and energy storage systems [3][4]. - The shift in focus from low-end to high-performance MCUs reflects a broader industry trend towards higher value-added products, moving away from intense price competition [3][5]. Group 3: Market Trends and Opportunities - The semiconductor industry is experiencing growth driven by AI applications, with National Technology's products being suitable for AI data centers and high-performance robotics [4][5]. - The company is targeting industrial and energy sectors, with 40%-50% of its clients in the consumer sector, while focusing on higher-margin industrial clients [4][5]. - The ongoing global trade tensions and supply chain security concerns are accelerating the domestic MCU replacement process, providing opportunities for local manufacturers like National Technology [5].