Group 1: Company Overview and Recent Developments - The company, 康希通信, is focused on the IoT market, providing smart control modules and solutions based on Wi-Fi, audio DSP, Bluetooth, and AIoT technologies [2][3] - The acquisition of 芯中芯 is aimed at rapidly expanding the company's IoT brand customer channels and enhancing its market presence [3] - As of now, the revenue from Wi-Fi 7 products accounts for over 30% of the company's total revenue [3] Group 2: Future Growth Opportunities - The company plans to deepen its focus on Wi-Fi FEM for networking, leveraging its first-mover advantage in Wi-Fi 7 to capture market share [3] - The mobile sector is also a growth area, with stable shipments of Wi-Fi 5 products and ongoing introductions of Wi-Fi 6 and Wi-Fi 7 products to brand mobile customers [3] - The application of high-power, high-efficiency RF front-end products in drones is expected to support the development of the low-altitude economy [3] - The company is strategically entering the vehicle networking market, particularly in vehicle-road collaboration, to replace domestic vehicle networking products [3] Group 3: International Market Expansion - In 2022, the company established a dedicated overseas business team to expand its international presence [4] - The company's Wi-Fi 7 products have gained traction in overseas markets, with several European operators already procuring its products, contributing to over 10% of total revenue [4] - The company’s products have received design certifications from major SoC manufacturers like Broadcom, Qualcomm, and MediaTek, facilitating entry into overseas markets [4] Group 4: Technological Advancements and Industry Trends - Wi-Fi 7 technology is expected to provide users with fast, stable, reliable, and secure network experiences, particularly in reducing power consumption [4] - The market is currently transitioning to Wi-Fi 7, with major chip manufacturers beginning preliminary research on Wi-Fi 8 products [4] - The company is focused on increasing domestic replacement rates and expanding its global market presence without large-scale personnel expansion plans [4]
康希通信(688653) - 投资者关系活动记录表（2024年11月28日、29日）