Loongson Technology(688047)2024-11-29 08:35Group 1: Product Development - The next-generation desktop CPU, 3B6600, is under development, with a performance improvement of approximately 30% compared to the previous model, 3A6000, using advanced manufacturing processes [2] - The server CPU, 3C6000, is in the sample stage, with plans for mass production and official release by Q2 2025, featuring 16 cores and 32 threads [2] - The GPU chip, 9A1000, is positioned as an entry-level graphics card, with performance comparable to AMD RX550, expected to freeze code by the end of 2024 [4] Group 2: Industrial Applications - The industrial control business primarily targets sectors such as energy, transportation, and smart manufacturing, with a high potential market ceiling [4] - The adoption of domestic chips like the 3A5000 is driven by performance parity and system integration capabilities, reducing overall system costs [4] Group 3: Supply Chain and Independence - The company has maintained a stable supply chain without any disruptions, emphasizing independence from foreign supply chains [4][6] - The strategy includes developing a self-controlled information technology ecosystem, relying on domestic technology and avoiding foreign technology licenses [4][6] - The production and supply chain risks have been minimized, ensuring supply security [6]