近日，富乐德（301297）旗下的江苏富乐华半导体科技股份有限公司作为安森美(onsemi)长期以来的战 略合作伙伴，凭借在质量管理、产品交付、技术支持和供应链韧性等方面的卓越表现，连续多年在安森 美的供应商绩效评级中保持高分，荣获安森美授予的"优秀供应商"奖项。 公司表示，富乐华在中国设有多处生产基地，并积极布局海外产能，构建了具备强大韧性的供应链体 系。这一布局确保了即使在复杂多变的全球贸易环境下，仍能保障对安森美各业务单元的稳定供应。并 且公司还提供"360°一站式"集团服务，组建有专职技术中心，为客户定制问题解决方案，能够快速灵活 地响应客户需求，在样品交付、紧急需求处理等环节多次助力安森美攻克项目关键节点。 安森美是全球半导体行业的领军企业，专注于智能电源和智能感知技术的创新与产业化。作为《财富》 美国500强企业和标普500指数成份股，公司在工业自动化、新能源基础设施等高端应用市场保持技术领 先优势，通过持续的技术创新推动汽车电汽化、可持续能源网等重大产业发展，在全球半导体产业中发 挥着举足轻重的作用。 9月初，FerroTec集团(中国)旗下创业板上市公司富乐德发布了《发行股份、可转换公司债券购 ...

Core Viewpoint - Changchun University of Science and Technology collaborates with Changchun Jingyue High-tech Zone to establish the "Changchun Chip and Optoelectronics Industry Park," aiming to integrate Jilin Province's scientific and educational resources with high-quality innovation resources to promote the innovation resource integration of emerging industries, industrial ecosystem aggregation, technology achievement transformation, innovation and entrepreneurship talent cultivation, and open collaborative development [1] Group 1 - The park has attracted enterprises and project teams in fields such as spectral chips, semiconductor lasers, precision medicine, and optoelectronic medical equipment [1] - The park includes a digital technology enterprise accelerator, a public technology service platform cluster, and specialized incubators in the optoelectronic field [1] - Currently, there are 69 enterprises in the park, including 21 high-tech enterprises, 16 specialized and innovative enterprises, 1 seed unicorn enterprise, 2 fledgling enterprises, and 4 gazelle enterprises [1] Group 2 - The projected operating income of the park's enterprises for 2024 is 527 million yuan [1] - In the future, the Changchun Chip and Optoelectronics Industry Park will continue to strengthen its aggregation effect and enhance communication and cooperation with advanced domestic parks [1] - The goal is to build a high ground for intelligent perception technology and an industrial aggregation area [1]

Core Viewpoint - The company is expected to achieve significant revenue growth in 2024, driven primarily by the expansion of mobile phone rear cameras and the introduction of new iPad models [2] Group 1: 2024 Performance Overview - Revenue for 2024 is projected to reach $2.494 billion, representing a substantial year-on-year increase of 170.0%, mainly due to breakthroughs in ultra-wide and telephoto rear cameras, new iPad models, and LiDAR technology [2] - The gross margin for 2024 is expected to be 11.7%, a decrease of 2.2 percentage points year-on-year, primarily due to pricing pressure from major clients [2] - The net profit for 2024 is forecasted to be $119 million, a year-on-year increase of 155.5%, with a net profit margin of 4.8% [2] Group 2: Production Efficiency and Automation - The company has signed a procurement agreement with Luxshare Precision to purchase automation production equipment worth up to RMB 98 million, aimed at enhancing production capacity and process precision [3] Group 3: 2025 Growth Prospects - In the first half of 2025, the rear camera module business is expected to continue its growth momentum, with further market share gains in the iPad segment [4] - The second half of 2025 will see the launch of the iPhone 17 series, with anticipated upgrades in ultra-wide and telephoto capabilities, potentially increasing average selling prices (ASP) [4] Group 4: Long-term Strategic Outlook - The company plans to expand into foldable screen camera modules and flashlights, and aims to penetrate the main camera segment for iPhones [5] - In the wearable technology sector, the company is positioned to become a core supplier of camera components for AI wearable products, including smart glasses and AR/VR headsets [5] - The company is also looking to deepen its collaboration in the lidar field for autonomous driving and robotics, leveraging its optical packaging technology for enhanced interaction in smart environments [5]