Core Viewpoint - Shanshi Network Technology is set to break the overseas monopoly with its self-developed ASIC security chip, which will begin small-scale shipments in Q4 2023, and is implementing a "dual A strategy" combining AI technology to enhance its market position and expand overseas operations [1][3]. Group 1: Company Strategy - The company aims to increase its overseas business share, targeting a balanced profit distribution among domestic, overseas, and OEM operations within three years [1][2]. - Shanshi Network Technology's overseas expansion strategy includes deepening cooperation in Hong Kong's government, financial, and critical infrastructure sectors, while focusing on high-cost performance products in Southeast Asia [2][3]. Group 2: Product Development - The self-developed ASIC security chip is a key tool for Shanshi Network Technology to overcome the long-standing dominance of foreign manufacturers in the high-end market [3][4]. - The company has invested four years in the development of the ASIC chip, with plans for mass production starting in Q1 2024, targeting high-end clients in finance and telecommunications [3][5]. Group 3: Market Positioning - The company has shifted its focus in Hong Kong from primarily serving financial clients to also addressing the growing demand from the government sector, which has become its largest customer [2][5]. - In Southeast Asia, the company is leveraging its high cost-performance advantage to attract clients, especially in light of recent geopolitical tensions that have heightened the focus on supply chain security [2][6]. Group 4: Technological Innovation - The "dual A strategy" integrates ASIC technology to enhance computational power and AI to reduce human resource requirements, improving efficiency in monitoring and responding to network security threats [6][5]. - The company aims to redefine competition in the network security industry by focusing on technological innovation rather than homogeneous competition, inspired by successful market strategies of established players like Fortinet [6].
ASIC安全芯片将量产,山石网科力拓海外市场