Group 1: Acquisition Termination - The company decided to terminate the acquisition of Ningbo Zhongxin due to the inability to reach consensus on related matters within the expected timeframe, prioritizing the long-term interests of the company and investors [2][4][5] - The company followed all legal and regulatory requirements during the acquisition process, including internal decision-making procedures and information disclosure obligations [3][4][5] Group 2: AI Chip Development - The company is focused on its "ALL IN AI" strategy, developing AI SoC products based on self-researched MLPU technology, with a dual product line of high-end and affordable AI visual chips [5][6] - The GK7606V1 series targets the high-end market with a dual-core A55 architecture and up to 2.5T NPU, while the GK7206V1 series, designed for affordable applications, has been mass-produced and integrated into major supply chains [5][6] Group 3: Market Outlook and Strategic Focus - The integrated circuit industry is supported by multiple policies, with significant growth potential in AI, automotive electronics, and ultra-high-definition display sectors, driven by technological advancements and market demand [9][10] - The company aims to enhance its market share by focusing on core areas such as AI, ultra-high-definition display, and automotive electronics, while also investing in industry ecosystem development and deepening collaborations with leading clients [10][11]

Group 1: Company Overview and Business Layout - Hunan Guoke Microelectronics Co., Ltd. focuses on domestic technology systems and has developed a complete domestic storage technology system [4] - The company has established a dual business model in solid-state storage, combining "solid-state drive control chips + industry solid-state drive products" [4] - The company aims to deepen its domestic technology system and expand the domestic replacement market [4] Group 2: Collaboration with Harmony Ecosystem - The company has launched 8 open-source Harmony chip platforms for mass production in smart home, smart vision, and commercial display sectors [2][3] - In the smart home sector, the GK6323V100C chip supports over 50 native Harmony applications and has been implemented in multiple benchmark projects [2] - The company is collaborating with China Mobile to develop solar cameras and pet companion robots based on the open-source Harmony smart vision chip platform [3] Group 3: AI Chip Development - The company is focused on AI edge computing SoC development, with products ranging from 8TOPS to 128TOPS [5][6] - The AI SoC product lineup includes the GK7606V1 series for high-end markets and the GK7206V1 series for affordable applications, both achieving significant market penetration [6][7] - The company has innovated a multi-modal large model MLPU chip architecture to support both large and small model processing needs [7] Group 4: Automotive Electronics - The company is developing AI chips for automotive applications, including smart cameras and driver monitoring systems, with plans to launch a new generation of automotive chips in 2025 [8][9] - The company aims to create a full range of automotive AI chips with varying computing power over the next three years [9] Group 5: IoT and Wi-Fi Business - The IoT chip segment generated sales revenue of 12,814.71 million yuan in the first half of 2025, a year-on-year increase of 251.37%, accounting for 17.28% of total revenue [9] - The overall gross margin for IoT chip products improved by 26.93 percentage points to 41.07% [9] - The company is actively developing Wi-Fi6 and Wi-Fi7 chips, with several products already in trial production [9]

Group 1 - The 2025 Harmony Ecosystem Conference was held on August 30, showcasing Guokewi's contributions to the OpenHarmony chip adaptation and ecosystem development [1][2] - Guokewi has launched 8 open-source Harmony chip platforms for mass production in various sectors, including smart home, smart vision, and commercial display [1][2] - In the smart home and education sectors, the GK6323V100C chip supports over 50 native Harmony applications and has been selected as the first development platform in the Harmony ecosystem [1][2] Group 2 - In the smart vision sector, Guokewi has integrated low-power AOV solutions and over 30 audio-video AI algorithms into the OpenHarmony 5.1 system, achieving a 20% reduction in media latency [2] - The company has collaborated with China Mobile to develop solar-powered cameras and pet companion robots based on the open-source Harmony smart vision chip platform [2] - In the large screen sector, Guokewi has enhanced the OpenHarmony 4.0 version to support 30 core functions and optimize 12 key performance indicators for video calls and network sharing [2] Group 3 - Guokewi's distributed display system, based on Harmony soft bus technology, enables multi-screen content synchronization and cross-screen control for commercial displays [2] - The company aims to drive breakthroughs in artificial intelligence technology within the open-source Harmony ecosystem, leveraging 16T-32T computing power chip platforms [2][3] - Guokewi emphasizes the importance of chip adaptation capabilities as a foundation for the development of the open-source Harmony ecosystem [3]

Core Insights - The 2025 HarmonyOS Ecological Conference commenced on August 30, showcasing Guokewi's advancements in open-source HarmonyOS chip adaptation and ecosystem development [1] - Guokewi has established a clear technological evolution path since launching open-source HarmonyOS chip adaptation in March 2023, achieving significant milestones in chip compatibility and ecosystem contributions [1][2] - The company has completed the iterative upgrade from OpenHarmony 3.1 to OpenHarmony 5.1 across various applications, demonstrating its capability in driving the open-source Harmony ecosystem [1] Chip Development and Applications - Guokewi has successfully launched eight open-source HarmonyOS chip platforms for mass production in smart home, smart vision, smart display, and commercial display sectors [2] - In the smart home and education sectors, the GK6323V100C chip has been integrated into multiple benchmark projects, supporting over 50 native Harmony applications [2] - The company has optimized the OpenHarmony 4.0 version for large-screen scenarios, enhancing core functionalities and performance metrics to match Android system experiences [2] Commercial Display and AI Integration - Guokewi's distributed display system, based on Harmony soft bus technology, enables multi-screen content synchronization and cross-screen control for commercial applications [3] - The company is advancing AI capabilities through a 16T-32T computing power chip platform, aiming to facilitate the commercial deployment of AI PCs and AI PADs [3] - The open-source HarmonyOS is positioned as a core technological engine for industry upgrades during the ongoing digital transformation [3]