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唯捷创芯大批新品商业化进程曝光,第二代非线性Wi-F i7模组已进入量产阶段
688153Vanchip (Tianjin) Technology (688153) 巨潮资讯· Ju Chao Zi Xun·2025-05-07 03:31

Group 1: Product Development and Market Position - The company has disclosed the progress of multiple new products and solutions during recent institutional research, including the Wi-Fi 7 module, which is set for large-scale sales in 2024, enhancing its competitive advantage in wireless communication [4] - The second-generation non-linear Wi-Fi 7 module has entered mass production, with significant year-on-year revenue growth expected in Q1 2025 [4] - The Phase 7LE solution targeting the mid-to-high-end smartphone market will achieve mass shipments in 2024, successfully entering the supply chains of several brand manufacturers [4] Group 2: Product Matrix and Market Expansion - The Phase 7LE Plus and Phase 8L modules have formed a complete high-integration product matrix, covering a wide market from mid-range to high-end flagship models, which helps the company expand market share and enhance competitiveness [5] - In the automotive sector, the company has launched a 5G automotive-grade RF front-end solution certified by AEC-Q100, achieving nearly 10 million RMB in revenue in Q1 [5] Group 3: Satellite Communication and AI Terminal Products - The RF front-end module for satellite communication has been successfully integrated into multiple brand smartphone manufacturers, with ongoing development of the next-generation satellite communication RF front-end module [6] - The company is optimistic about the growth prospects of its satellite communication business despite short-term challenges, as the technology's penetration in the smartphone sector is still developing [6] - The company is actively developing products suitable for AI terminals, with significant improvements in performance and energy efficiency, and plans to launch these new products in Q2 2025 [6] Group 4: Strategic Focus and Market Opportunities - The company is focusing on the high-end product sector, leveraging changes in tariff policies to advance domestic substitution, and plans to deepen its efforts in the high-end market in 2025 [7] - The company aims to meet customer product demands while increasing R&D resource investment to accelerate new product development [7]