Halo Micro(SH:688173) Ge Long Hui·2025-11-10 08:36Core Viewpoint - The company, 希荻微, is actively expanding its presence in the AI mobile phone sector with innovative power management solutions, enhancing battery life and entering the supply chains of major smartphone manufacturers [1] Group 1: AI Mobile Phone Sector - The company has launched a silicon anode battery-specific DC/DC chip that significantly improves the battery life of AI mobile phones through efficient power management [1] - The company has entered the supply chains of multiple leading smartphone manufacturers, positioning itself as a preferred solution for high-performance devices [1] Group 2: AI Glasses/AR Glasses Sector - The company's power management chips have been sold to well-known domestic and international brands such as 雷鸟, 亿镜, and Meta through ODM manufacturers and agents [1] Group 3: AI Computing Sector - The company is working on 10-20A POL chips, which are currently being adapted with various downstream clients' hardware and software, with mass production expected to ramp up in the fourth quarter of this year [1] - These chips will provide high-precision power support for CPUs and GPUs [1] Group 4: Robotics Sector - The company has successfully sold some of its high-performance chip products to leading companies in the smart industrial robot sector, such as 卡诺普, through agents [1] - These chips are being applied in end-use products like industrial robotic arms [1] Group 5: Product Development Strategy - The company plans to continuously enrich its product types in response to market demand and industry development trends, aiming to provide high-quality chip products to brand clients [1]