Group 1: FPGA Product Development - The company is experiencing positive customer feedback and a growing number of orders for its FPGA products, despite increasing competition in the application market [2] - The company is currently advancing its R&D projects, including the next-generation FPGA products, through self-raised funds [2] - Multiple new-generation FPGA products based on 1xnm FinFET technology have completed sample testing and are being delivered to select customers for small batch sales [2] Group 2: Financial Performance and Market Position - The company primarily focuses on the high-reliability market, with rapid growth in shipment volumes in communication and other application markets, although revenue from these areas remains relatively small [3] - The gross margin level is comparable to other competitors in the non-high-reliability market [2] Group 3: Automotive MCU Development - In 2024, the company has increased its investment in automotive products, with the FM33F0xxA series MCU receiving ISO26262:2018 functional safety certification (ASIL B level) [3] - The MCU products have begun to generate shipments in the automotive sector, laying a foundation for future development in this field [3]
复旦微电(688385) - 复旦微电投资者关系记录表-2024年11月19日