泰凌微(688591) - 投资者关系活动记录表2024年11月28日

Group 1: Product Features and Innovations - The TL7000 series chips feature multi-core or high single-core designs, offering high computing power, low power consumption, and flexibility, suitable for edge AI/ML computing needs such as local voice recognition and neural network noise reduction [2][3] - The chips provide advantages like low latency, low power consumption, high privacy protection, minimal wireless bandwidth usage, and offline operation capabilities [3] - The company plans to continue investing in R&D for edge AI processing and launch related products [3] Group 2: Market Expansion and Team Structure - The overseas market for IoT is larger than the domestic market, with the company actively expanding in regions like Europe and the United States [3][4] - The overseas team consists of approximately 50 members, focusing on markets such as smart electronic price tags, smart remote controls, and smart home applications [3][4] Group 3: Market Size and Competition - The global market size for low-power Bluetooth is estimated to be around $2 billion, with major competitors including Nordic, Chipone, Dialog, TI, and NXP [4] - Nordic's sales revenue for 2023 was reported at $540 million, contributing to the overall market size [4] Group 4: Audio Product Development - The company has a competitive edge in low-power Bluetooth technology, with its audio products expected to see significant growth this year [4][5] - New audio chips will be launched, promising improvements in power consumption and performance, enhancing competitiveness in the audio sector [4][5] Group 5: Strategic Development and Pricing - The company seeks suitable external development opportunities centered around its main business to expand scale and enhance overall competitiveness [5] - The average selling price (ASP) of products may see slight annual adjustments, but the introduction of higher ASP products is expected to maintain overall ASP stability in the medium to long term [5]