GUOXIN MICRO(SZ:002049) Jin Rong Jie·2025-10-14 00:58Core Viewpoint - The company is positioned as a leader in the smart security chip and special integrated circuit segments, with projected revenues of 47.87% and 46.76% respectively in 2024, indicating strong market presence and growth potential in these niches [1] Group 1: Market Outlook - The Chinese smart security chip market is expected to reach a scale of 150 billion yuan by 2025, while the special integrated circuit market is projected to be 80 billion yuan, both growing at an annual rate of 20% [1] - The company operates in a niche market valued at 230 billion yuan, which is characterized by relatively low competitive pressure compared to the more competitive storage and AI chip markets, projected to be 450 billion yuan in 2025 [1] Group 2: Strategic Measures - In the special integrated circuit sector, the company plans to integrate AI technology, focusing on edge AI applications to establish a competitive advantage [1] - The company is pursuing various strategies to advance its AI business, including forming R&D teams, engaging in external collaborations, and investing in or acquiring quality targets [1] - For smart security chips, the company aims to maintain its market position by adopting new technologies and exploring new business models, with a particular emphasis on developing automotive electronic chips [1] - The company is working on a series of automotive domain control chips to break the market monopoly of foreign high-end products and is currently a leader in the domestic high-end power chassis controller field [1] - The company is also expanding its range of automotive safety chips, focusing on research and promotion of more vehicle-grade safety chips to support the transformation and upgrading of smart vehicles [1]