ANYKA MICROELECTRONICS(688620)2024-07-25 09:35Business Overview and Development Plans - The company focuses on IoT camera chips, IoT application processor chips, and smart lock solutions, aiming to enhance product series with higher resolution, computing power, and support for XR trends [2] - Plans to upgrade IoT application processor chips to industrial-grade standards and expand applications and markets [2] - Continues to optimize and upgrade smart lock solutions to cover more users [2] - Advances key technologies in IoT smart hardware, such as ISP and wireless communication, to maintain core competitiveness [2] - Actively develops large language and vision models for localized, scenario-specific small models to drive IoT smart hardware development [2] Market Expansion and Strategy - Aims to increase product penetration in existing markets and among current customers [3] - Expands overseas markets, with products already sold in Asia (excluding mainland China), the Americas, and Europe [3] - Plans to explore more markets to boost sales and influence [3] - Considers external development opportunities to complement internal growth strategies [3] Product Innovation and Performance - Released the Kongming II series chip in June 2024, featuring dual-core RISC-V architecture, 2 TOPS NPU, and fifth-generation ISP, targeting AI voice isolation, blacklight full-color AI ISP, and IoT camera products [4] - The chip supports advanced features like distortion correction, image stitching, and high dynamic range imaging, catering to diverse customer needs [4] Financial Performance and Challenges - IoT camera chip毛利率 declined in 2023 due to weak market demand and intensified competition, aligning with industry trends [4] - IoT application processor chip毛利率 remained stable, with slight growth in 2023 [4] - Supply chain部门 will strengthen market forecasting and optimize raw material procurement to ensure cost advantages [4] - Plans to increase market推广力度 for application processor products to improve revenue contribution and overall毛利率 [4] Industry and Market Trends - The company closely monitors industry dynamics, market demand, and technological trends to execute favorable pricing strategies [4]