以“打印+芯片”双引擎驱动发展——专访纳思达副总裁张剑洲

Core Insights - Nasda's "Bentu" brand has shown significant growth in the domestic market, particularly in the "Xinchuang" sector, with printer sales increasing by approximately 65% year-on-year in the first half of 2025, and a remarkable 130% quarter-on-quarter growth in Q2 [2] - The company is focusing on emerging markets with a strategy of deep localization, establishing local subsidiaries and teams in regions like Southeast Asia, the Middle East, and Latin America to better serve customer needs [3] - The automotive-grade MCU chip sales have exceeded 30 million units, demonstrating the company's successful transition from printing chips to high-end industrial and automotive chips, with significant applications in major automotive brands [4] Xinchuang Market Growth - The "Bentu" brand has established itself as a core supplier in the Xinchuang market, particularly in finance and government sectors, with multiple benchmark cases demonstrating its product competitiveness and reliability [2] Emerging Market Strategy - After divesting its stake in the U.S. subsidiary, the company has shifted its focus to emerging markets, emphasizing a localized approach that includes building local teams and partnerships [3] - In Brazil, the company has set up a local subsidiary and formed strategic partnerships to provide tailored printing management solutions [3] Automotive and Robotics Chip Development - The company has reported a 42% revenue growth in non-printing chips, highlighting its successful expansion into high-end automotive and industrial chip markets [4][5] - The launch of the G32A217 ultrasonic sensor chip marks a significant advancement in domestic technology for automotive applications, breaking foreign monopolies [5] Synergy Between Printing and Chip Business - The integration of printing and chip businesses creates a unique competitive advantage, allowing for a closed-loop system that enhances product development and application [6] - This synergy results in improved security, supply chain stability, and cost optimization for clients, particularly in sensitive sectors like government and finance [7]