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中科创达2024年10月投资者交流会
ThunderSoftThunderSoft(SZ:300496)2024-10-22 01:39

Summary of Conference Call Notes Industry and Company Overview - The conference call primarily discusses the advancements and applications of AI and robotics, particularly in the context of smart devices, automotive technology, and the Internet of Things (IoT) [1][3][4]. Key Points and Arguments AI and Smart Devices - The integration of hybrid AI and edge intelligence is expected to create numerous new scenarios, particularly in operating systems and AI chip combinations [1]. - AI smartphones are projected to grow over 300% in the coming years, driven by policy deployment and increasing demand for smart devices [1]. - The development of AI smartphones will enhance software development needs due to features like real-time voice recognition and video conferencing [2]. AI in IoT - AI accelerates the development of various IoT devices, including AR/VR/MR devices and wearables, by deploying AI capabilities on edge platforms [3]. - The company provides integrated solutions for AR glasses, supporting mainstream chips to promote long-term IoT development [3]. Automotive Industry - The automotive sector is a crucial area for AI, particularly in the context of autonomous driving and the integration of vehicle operating systems (OS) [4]. - The vehicle OS serves as a foundation for smart systems, addressing compatibility issues among different manufacturers' chips and software [5]. - The company collaborates with major chip manufacturers like Qualcomm to develop solutions for automotive applications, enhancing the smart cockpit experience [5][6]. Robotics - The company has capitalized on the software-defined cluster era, launching various robotic products and providing software support for industrial mobile robots [6][7]. - Orders have been received for these robotic solutions, indicating rapid growth in the industrial machinery sector [7]. Collaboration and Partnerships - The company has a significant partnership with Huawei, contributing to the HarmonyOS and Euler systems, and actively participating in multiple sectors including smartphones and automotive [8]. - Collaboration with chip manufacturers involves providing software reference designs and optimizing software to meet diverse product needs [18]. Automation and Efficiency - Automation in programming is advancing, enhancing efficiency across the software engineering process, from coding to delivery [9][10]. - The company is optimizing its talent structure and integrating AI to improve software engineering efficiency, although immediate financial metrics may not reflect these changes [11][12]. Revenue Segmentation - Revenue is categorized by product lines and scenarios, including smart devices, software, automotive, and IoT [13]. Future Growth and Market Trends - The telecom sector is expected to see growth in smartphone business, particularly with the rise of generative AI applications [14]. - The automotive industry is anticipated to experience long-term opportunities as AI technology matures [15]. - The overseas market has shown double-digit growth, particularly in the automotive sector, indicating a synchronized development with the domestic market [16]. IoT Development Trends - The IoT sector is in a recovery phase, with the potential for numerous opportunities despite the absence of blockbuster products [17]. Additional Important Content - The company has begun generating revenue from its skills business, indicating a diversification of its revenue streams [18]. - The company emphasizes the importance of deep collaboration with chip manufacturers to enhance the performance of next-generation chip platforms [18]. - Specific revenue and gross margin trends for the second half of the year will be disclosed in future reports [19].