Core Viewpoint - 康希通信 is positioned as a leading fabless RF front-end design company, focusing on Wi-Fi RF front-end chips and modules, and has established itself as a preferred supplier in the market through strategic collaborations with major SoC manufacturers like Qualcomm, Broadcom, and MediaTek [1] Group 1: Business Overview - 康希通信's main business revolves around Wi-Fi RF front-end chips and modules, transitioning from independent R&D to partnerships with international SoC manufacturers to explore Wi-Fi communication protocols [1] - The company has achieved a significant milestone, with Wi-Fi 7 sales revenue accounting for over 50% of total Wi-Fi sales revenue in the first half of 2025, surpassing the market penetration rate of Wi-Fi 7 [1] Group 2: Market Position and Orders - 康希通信 has a robust order backlog, with successful market expansion in low-altitude economy drones and the IoT sector, leading to a trend of increasing orders [1] - The company aims to diversify its product offerings and strengthen its upstream and downstream supply chain to enhance its overall competitiveness and achieve sustainable, high-quality growth [1]
康希通信(688653.SH):在手订单充裕,低空经济无人机、泛IoT领域市场拓展顺利