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初裁获胜 康希通信将加快拓展全球市场
Zheng Quan Ri Bao Wang· 2026-01-27 13:57
Core Viewpoint - The preliminary ruling by the U.S. International Trade Commission indicates that the company's wholly-owned subsidiary did not infringe on Skyworks' patents, allowing the company to continue expanding its business in the U.S. market and promoting new technology products globally, which is expected to enhance profitability and increase overseas revenue [1][5]. Group 1: Legal Proceedings and Impact - The company faced a significant disruption to its main business due to the 337 investigation, which lasted over a year [3]. - The lawsuit and investigation created uncertainty for the company's international expansion plans, particularly affecting its Wi-Fi radio frequency front-end modules [3]. - In 2024, the company anticipated a significant increase in global shipments of its Wi-Fi7 FEM products, but reported a 21.99% decline in overseas sales revenue and a 148.23% increase in management expenses due to litigation costs [3]. Group 2: Financial Performance - Despite a 39.32% year-on-year increase in revenue in the first three quarters of 2025, the company reported a net loss of 30.53 million yuan due to litigation costs [4]. - By the end of 2025, the company had incurred over 90 million yuan in litigation and related expenses, but the preliminary ruling is expected to significantly reduce these costs, improving cash flow and profitability [4]. Group 3: Future Strategy and Product Development - The preliminary ruling is seen as a new starting point for the company's global strategy, with plans to increase R&D investment and expand into new markets [5]. - The company is conducting preliminary research on Wi-Fi8 RF front-end chips and has plans to launch samples supporting Wi-Fi8 protocols in 2026, aiming to collaborate with leading chip companies to seize industry opportunities [6].