Motorcomm Electronic Technology (688515)2024-07-26 07:36Group 1: Company Overview and Investor Relations - Yutai Microelectronics Co., Ltd. is listed under stock code 688515 [1] - The investor relations activity took place on July 24, 2024, in the company meeting room [2] Group 2: Market Insights and Product Applications - As of June 2024, the number of public charging piles in China increased by 7.23% month-on-month, reaching a total of 40,000, with a year-on-year growth rate of 12% [2] - Private charging piles saw a month-on-month increase of 24.7 million, with a cumulative annual increase of 1.25 million, reflecting a year-on-year growth of 15% [2] - The ratio of public charging piles to pure electric vehicles has reached 1:1, indicating a significant market demand [2] Group 3: Technological Developments - The company's 100Mbit/s Ethernet physical layer chip has been widely applied in charging piles, with expected growth in usage as charging pile numbers increase [3] - The promotion of Tesla's Full Self-Drive (FSD) technology is anticipated to accelerate the penetration of Ethernet technology in the automotive industry, enhancing the demand for the company's Ethernet products [3] - Over 20 automotive chip standards are currently being developed in China, with a goal of establishing over 30 key standards by 2025 and 70 by 2030 [3] Group 4: Product Features and Innovations - The company's vehicle-mounted Gigabit Ethernet physical layer chip (YT8011A) utilizes advanced mixed-signal technology, achieving high-speed data transmission capabilities of 100Mbps or 1000Mbps [4] - The chip features self-adaptive equalization, crosstalk cancellation, echo cancellation, data recovery, and error correction, with high ESD protection and excellent EMC performance [4] Group 5: Collaboration and Research Initiatives - In December 2023, the company established a research center for Ethernet transmission chips in collaboration with Nanjing University of Posts and Telecommunications, aiming to enhance technology development and talent cultivation [4]