21对话｜ASIC安全芯片将量产，山石网科力拓海外市场

Core Insights - The company is undergoing a structural transformation in its overseas strategy, transitioning from a focus on Hong Kong to expanding in Southeast Asia, leveraging its self-developed ASIC security chips to break the long-standing technology monopoly held by foreign firms [1][2][3] Group 1: Strategic Developments - The self-developed ASIC security chips are expected to achieve small-scale shipments in Q4 of this year, targeting high-end clients in finance and telecommunications [1][3] - The company's global vision aims for overseas business to account for a significant portion of profits, with a goal of achieving a balanced profit distribution among domestic, overseas, and OEM businesses over the next three years [1][2] - The shift in focus from primarily serving Chinese financial clients in Hong Kong to a broader client base, with government sectors now becoming the largest customer segment [1][2] Group 2: Market Dynamics - The Hong Kong government's urgent need for supply chain security has created a favorable environment for the company, allowing it to capitalize on this demand as a leading Chinese cybersecurity firm [2] - In Southeast Asia, the company is focusing on high cost-performance products, responding to regional concerns about supply chain security amid geopolitical tensions [2][3] - The company plans to deepen cooperation in three key areas in Hong Kong: government, finance, and critical infrastructure, while expanding its market presence in Southeast Asia and exploring potential in Europe and the Middle East [2] Group 3: Technological Advancements - The self-developed ASIC security chips are a crucial tool for the company to break the overseas monopoly, with four years invested in R&D leading to expected mass production in Q4 [3][5] - The company emphasizes the importance of developing its own hardware to meet the specific performance needs of security scenarios, as general-purpose chips are insufficient for high-demand applications [4][5] - The introduction of AI technology alongside ASIC chips forms a "Double A Strategy," enhancing data processing efficiency and reducing the need for human monitoring of security alerts [5][6] Group 4: Competitive Landscape - The company is positioned as one of the few globally capable of producing high-end network security ASIC chips, alongside Fortinet, with no other domestic competitors currently able to match this capability [5] - The ASIC product line is expected to open new market opportunities, particularly in the low-end commercial market, which has been challenging to penetrate [6] - The company aims to redefine competition in the cybersecurity industry through technological innovation rather than homogeneous competition [6]