泰凌微(688591) - 投资者关系活动记录表2024年12月5日

Group 1: Market Management and Growth Potential - The company places high importance on market value management, focusing on investor needs to continuously create good returns for shareholders [3] - The Internet of Things (IoT) market has significant growth potential, with key areas such as smart electronic price tags, smart remote controls, and smart home applications expected to grow rapidly [3][4] - The company anticipates that the recent cautious procurement statement regarding American chips will positively impact its performance, although the exact effect is currently unassessable [3] Group 2: Competitive Advantages and Product Development - The company has a competitive edge with its self-developed software protocol stacks, which allow for continuous optimization and customization based on client requirements [4] - The multi-mode chip development capability is a core competitive strength, with the market for multi-mode chips expected to grow rapidly, especially in high-end applications [4] - The company has achieved significant growth in Q3, driven by expanding domestic and international markets, increased customer investment, and improved supply chain management [4][5] Group 3: Future Directions and Market Trends - The TL7000 series chips do not currently support autonomous driving, and the company has no immediate plans to enter this market [5][6] - The company is focusing on applications in smart homes, medical health, and electronic tags, with positive market trends expected to continue into 2025 [5][6] - The company has become the first in China and globally to obtain Bluetooth 6.0 certification for non-mobile chips, although revenue contributions from this technology are not expected until 2025 [6]