FHM(SZ:300613)2024-07-10 11:33Group 1: Company Overview and Investor Relations - Shanghai Fuhan Microelectronics Co., Ltd. is actively engaging with various investors and analysts through meetings and interviews [2][3][4]. - The company is focusing on building relationships with key stakeholders, including major investment firms and securities companies [2][3]. Group 2: Market Growth and Opportunities - The specialized video business is expected to see a steady growth rate in the double digits, with opportunities for market share replacement and expansion into emerging markets [3][4]. - New market applications, such as automotive and robotics, present significant growth potential, transitioning from zero to one in market development [3]. Group 3: Competitive Strategy and R&D - The company relies on technology and service as its primary competitive strategies, emphasizing product strength and tailored services for major clients [4]. - Ongoing investments in R&D and potential acquisitions are being considered to enhance capabilities in AIOT and smart audio-video industries [4]. Group 4: Product Development and Market Trends - Progress is being made in the development of industrial robot vision ASIC chips, with expectations for shipments to begin within the year [4]. - The AIOT market is experiencing growth, particularly in smart lock and home camera segments, indicating a positive trend in consumer electronics [5]. Group 5: Client Inventory and Technology Trends - Major clients have returned to normal inventory levels, indicating a recovery in demand [5]. - The rise of large models and AI technologies is expected to drive new requirements for video processing chips, with the company actively exploring these innovations [5].