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旋极信息:公司的核心竞争力体现在提供整体的系统级解决方案上
Zheng Quan Ri Bao Wang· 2025-08-13 11:47
证券日报网讯旋极信息(300324)8月13日在互动平台回答投资者提问时表示,软件著作权主要保护的 是软件作品的版权,但公司的核心竞争力体现在提供整体的系统级解决方案上,包括但不限于硬件设 计、软件优化以及系统集成能力。对于"有限动态功耗芯片系统的串联供电任务调度方法"这一授权专 利,能体现公司在芯片设计中提高能效、降低能耗方面的能力,特别是大芯片的设计中电源管理是高性 能芯片不可或缺的一部分,它直接影响到芯片的整体性能和用户体验。公司也会在后续研发过程中,持 续进行专利等知识产权的申请。另外,公司对该芯片性能进行了现场核验,同时专业机构也出具了检测 结果。 ...
恩智浦(NXPI.US)小摩会议分享要点:业务尚未受关税影响 工业领域市场份额有望扩大
Zhi Tong Cai Jing· 2025-05-15 08:37
Core Insights - NXP's business has not been significantly impacted by tariffs, with no major effects seen in customer order patterns or direct tariff costs [1] - The company is experiencing a positive trend in orders and backlog, indicating potential cyclical recovery [1] - Customer feedback does not suggest any signs of inventory buildup [1] Supply Chain and Market Strategy - NXP's strong supply chain diversification strategy is expected to mitigate tariff impacts, with approximately 17%-18% of revenue coming from products manufactured for China [2] - One-third of these products are already manufactured locally in China, with plans to increase this proportion [2] - The company is reallocating more R&D resources to the Chinese market and is on track with its 200mm wafer integration plan [2] Automotive and Industrial Growth - Despite a weak overall automotive market, demand for NXP's S32 software-defined vehicle platform, radar, electrification, and connectivity remains strong [2] - The CoreRide software-defined vehicle platform is highly recognized by customers and is expected to drive revenue growth starting in 2028 [2] - NXP aims to expand its market share in the industrial sector through system-level solutions and a broad market channel strategy [3] Technological Advancements - The company is focusing on edge applications with a rich product portfolio and strong software stack, offering 25 different system-level solutions across various industries [3] - NXP's system-level solutions in sub-industries generally have higher design win amounts compared to single components, indicating strong market appeal [3] - The development of an internal NPU for AI/ML applications and the acquisition of Kinara are expected to accelerate NXP's positioning in edge AI [3] Analyst Ratings - JPMorgan has a "neutral" rating on NXP's stock, with a target price of $205 set on April 29 [4]