Core Viewpoint - The company, Tantuozhe, plans to acquire 51% stakes in two semiconductor firms for a total of 678 million yuan, marking its entry into key areas such as mixed-signal chips and image/video processing [1] Group 1: Acquisition Details - Tantuozhe intends to spend 321.3 million yuan to acquire 51% of Shenzhen Beitelai Electronics Technology Co., Ltd. and 357 million yuan for 51% of Shanghai Tongtu Semiconductor Technology Co., Ltd. [1] - The acquisitions are part of Tantuozhe's strategic shift towards the "chip design + intelligent interaction" technology sector [1] Group 2: Company Profiles - Beitelai specializes in mixed-signal chain chips and solutions, with its fingerprint recognition chip being a market leader in smart lock applications [2] - Shanghai Tongtu focuses on IP technology licensing and chip design, holding advanced image processing and smart display technologies [2] Group 3: Business Synergy - The products of Beitelai and Tantuozhe's subsidiary G2Touch are highly complementary, allowing for bundled sales and enhanced customer value [3] - Collaboration with Tongtu will enable the development of advanced chips, expanding Tantuozhe's product offerings into digital chips for various applications [3] Group 4: Market Context and Growth Potential - The acquisition positions Tantuozhe to capitalize on the rapidly expanding "AI + outdoor" market, leveraging its chip business to benefit from the AI terminal boom [4] - Both target companies are expected to provide stable performance support for Tantuozhe, enhancing its growth prospects [4] Group 5: Technological Integration - The integration of Beitelai's and Tongtu's technologies will provide Tantuozhe with a comprehensive data perception solution for its smart equipment [4] - The demand for high-performance perception chips in emerging fields like smart wearables and AR/VR is growing exponentially, which Tantuozhe aims to address through its integrated capabilities [5]