Loongson Technology(SH:688047)2024-09-10 09:54Group 1: Product Performance and Cost Control - Longxin's products have shown rapid performance improvements while maintaining cost control through various strategies, including reducing wafer manufacturing layers and optimizing design processes [1] - The 3A6000 chip, aimed at the desktop market, has a 20% reduction in silicon area and a 60% increase in single-core performance compared to the 3A5000 [1] - The 2K3000, an 8-core terminal SoC, has doubled the core count while halving costs and is currently in the tape-out stage [3] Group 2: Market Strategy and Growth - Longxin aims to leverage its self-developed architecture and cost advantages to penetrate open markets, focusing on sectors with lower ecological barriers such as storage servers, cloud terminals, and printers [3] - The company plans to achieve breakthroughs in niche markets by optimizing product cost-performance ratios and continuously iterating on its offerings [3] Group 3: AI and GPU Development - Longxin is developing its GPU technology, starting with graphics and gradually adding functionalities to support AI applications, similar to Nvidia's approach [3] - The 2K3000 SoC integrates the second-generation GPU core, LG200, which supports graphics acceleration, scientific computing, and AI acceleration [3] - The upcoming 9A1000 independent graphics card and AI acceleration chip is expected to achieve performance levels four times that of integrated graphics, targeting low-cost, high-performance applications [3]