Core Viewpoint - The company, Tanshan (探路者), has acquired Shenzhen Betelai and Shanghai Tongtu, which serve well-known clients like Huawei and Xiaomi, indicating a strong position in the consumer electronics supply chain [1] Group 1: Company Overview - Shenzhen Betelai and Shanghai Tongtu are newly acquired companies that cater to major clients in the consumer electronics sector, including Huawei and Xiaomi [1] - Shanghai Tongtu focuses on video IP licensing and chip business, with significant applications in AI smartphones and new energy vehicles, ranking high in the screen bridge chip market [1] - Shenzhen Betelai's products are utilized in laptops, smart wearables, and smart home devices, with its fingerprint recognition chips leading the market share in the smart lock sector for several consecutive years [1] Group 2: Market Position and Strategy - The core business and product advantages of the company aim to achieve domestic substitution and technological innovation, continuously expanding cooperation opportunities [1]
探路者:公司并购的深圳贝特莱、上海通途,其下游客户涵盖华为、小米等知名企业