Group 1: Revenue Performance - The company's 5G RF power amplifier module revenue accounted for over 50% of total revenue from RF power amplifier modules, with the L-PAMiD module showing strong year-on-year growth [3] - In the first half of 2024, the company's receiving end products achieved significant revenue growth of 21,752.54 million yuan, representing a year-on-year increase of 133.94%, and accounted for 20.30% of the company's main business revenue [4] Group 2: Product Development and Market Strategy - The low-voltage version L-PAMiF module has been successfully introduced to several brand mobile phone customers and has completed reference design certification with platform vendors [3] - The company is optimistic about the Wi-Fi market, having achieved mass production of Wi-Fi 7 modules in the router market and bulk sales in the smartphone sector, enhancing competitiveness [4] Group 3: Future Outlook and Market Expansion - The company plans to continue consolidating and expanding market share among existing major clients while actively exploring new customer groups, focusing on the development of the next-generation L-PAMiD products [3] - As of the end of August, the company has officially become a supplier for a well-known South Korean smartphone brand, with specific projects underway and expected deliveries in Q4 [5]
唯捷创芯(688153) - 投资者关系活动记录表(2024年9月3日)