Group 1: Customer Base and Market Strategy - The main customer groups include leading enterprises in high-reliability power supply and key national research institutes, as well as clients in industrial control sectors such as energy storage, photovoltaic inverters, new energy vehicles, and charging piles [2] - The company plans to diversify its customer base and markets to reduce reliance on a single market by actively developing related product businesses, channel construction, and market expansion [2] Group 2: Market Positioning and Strategies - The company focuses on the design, research and development, and sales of power semiconductors, aiming to become a high-quality power semiconductor supplier [3] - Strategies include optimizing and expanding niche product areas, increasing sales scale in high-reliability and industrial control sectors, and enhancing overall revenue and market share [3] Group 3: Supply Chain Management - The company has established long-term partnerships with well-known domestic wafer manufacturers and packaging/testing companies to ensure stable supply channels and effective management of key suppliers [3] - Continuous strengthening of supplier cooperation and optimization of supply chain management are in place to ensure stable supply of raw materials and cost control [3] Group 4: Product Development and Market Demand - The company has implemented systematic R&D management and design processes to ensure that product development aligns with market demand [4] - A market research team is in place to understand future customer needs and identify project opportunities, while also monitoring technological advancements from foreign competitors [4] Group 5: Intellectual Property and R&D Investment - The company has established confidentiality systems and signed agreements with employees to protect R&D achievements and intellectual property [4] - As of June 30, 2024, the company holds 109 authorized patents (66 invention patents and 43 utility model patents) and 87 integrated circuit layout design rights, which are deemed sufficient for current and future market competition [4] Group 6: Future Market Trends and Strategic Planning - The semiconductor industry is experiencing a longer-than-expected recovery cycle, with significant differentiation in recovery speed [4] - The company is adapting to market changes by enhancing marketing systems and optimizing supply chain management to meet diverse customer demands [4] Group 7: Human Resource Management - The company emphasizes technological innovation and strengthens its R&D capabilities to attract and retain key talent [4] - Recruitment plans are aligned with business development and talent needs, aiming to create a positive work environment for long-term stability [4] Group 8: Recent Product Innovations - The company has expanded its product line in PWM control ICs, introducing new products capable of handling input voltages over 100V and improving power system efficiency [5] - Significant advancements in power MOSFETs and SiC MOSFETs have been made, including the development of high-voltage platforms and collaboration with domestic wafer foundries for production processes [5]
锴威特(688693) - 苏州锴威特半导体股份有限公司投资者关系活动记录表(2024年半年度业绩说明会)