董明珠卸任，格力芯片公司换帅

Core Viewpoint - The article discusses the recent management changes at Zhuhai Zero Boundary Integrated Circuit Co., Ltd., a subsidiary of Gree Electric Appliances, and highlights the company's focus on semiconductor development and its growth trajectory in the industry [2][6]. Group 1: Management Changes - Dong Mingzhu has resigned as the chairman of Zhuhai Zero Boundary Integrated Circuit Co., Ltd., with Li Shaobin taking over the role [2]. - The management change is part of a broader trend where Gree Electric is transitioning leadership roles in its semiconductor and related businesses [7]. Group 2: Business Focus and Growth - Zhuhai Zero Boundary focuses on the development of industrial-grade 32-bit MCUs, AIoT SoCs, and power devices, adopting a Fabless model to provide comprehensive solutions from chip design to system integration [3]. - The company has achieved significant growth in chip shipments, surpassing 10 million units in 2019 and reaching over 100 million units by the end of 2022, with an average annual shipment of 36 million units [3][4]. - In the third-generation semiconductor sector, the company plans to launch a silicon carbide chip factory in 2024, with an annual capacity of 240,000 six-inch wafers and a domestic key process localization rate exceeding 70% [3]. Group 3: Market Position and Financial Performance - Zhuhai Zero Boundary has expanded its business into wearable technology, smart medical devices, new energy, and automotive-grade chips, ranking among the top three in the domestic automotive MCU and industrial control MCU markets [4]. - The MCU and power semiconductor products have received IATF16949 certification and are now part of the supply chains for major automotive companies like BYD and Changan, with projected revenues of approximately 1 billion yuan from supporting 100,000 new energy vehicles by 2025 [5]. - Gree Electric's semiconductor business reported revenues of 15 billion yuan in 2024, a 50% year-on-year increase, with a net profit of 3.5 billion yuan, accounting for 10.9% of the company's total net profit, making it the second-largest profit source after air conditioning [5].