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安凯微(688620) - 广州安凯微电子股份有限公司投资者关系活动记录表(2024年11月15日)

Group 1: Company Overview and Performance - The company, Ankai Microelectronics, held a performance briefing for Q3 2024 to provide insights into its development history, main business, technology, products, and market operations [1] - The Q3 2024 report was released on October 26, 2024, to help investors understand the company's operational results and financial status [1] - As of the end of Q3 2024, the total number of shareholders was 13,670 [4] Group 2: Product Development and Technology - The self-developed Neural Processing Unit (NPU) has achieved mass production, with a new generation of camera chips launched in June 2024, featuring 2T OPS computing power [2] - The company is focusing on developing processor chips that support large language models (LLM) and large vision models (LVM) for various smart applications [2] - The company has established multiple laboratories to enhance its comprehensive R&D capabilities [3] Group 3: Competitive Advantages - The company possesses numerous highly controllable intellectual properties and core technologies, enabling rapid product design to meet diverse market demands [2] - High chip design success rates have been achieved, with most projects realizing "one-time tape-out for mass production" [2] - The company has a stable customer base, with products recognized by major brands such as ROKU, China Mobile, and TP-LINK [3] Group 4: Financial Health and Strategy - The negative cash flow is attributed to increased cash payments for goods and services, as well as employee compensation [3] - The company is exploring mergers and acquisitions to promote long-term development and is open to evaluating suitable opportunities that align with its strategic planning [4] - Future strategies include increasing investment in smart technology and developing competitive products to establish itself as a platform chip supplier [5]