Group 1: Company Performance - The company achieved a revenue growth of 101% year-on-year in the first three quarters of 2024 [2] - The company successfully launched its first Qualcomm Snapdragon platform laptop project, which has started shipping to the domestic market and is preparing for international markets [2] - The company continues to lead the global smartphone ODM market, with steady growth in market share due to proactive market strategies and optimized customer structure [3] Group 2: Market Insights - According to Counterpoint Research, the global smartphone ODM/IDH shipment volume is expected to grow by 6% year-on-year in the first half of 2024, with ODM/IDH market share projected to remain around 41% [3] - The penetration rate of AI smartphones is expected to rise, although currently, flagship models are primarily developed by major smartphone brands [3] - The company anticipates that as AI-related chip technology continues to evolve and costs decrease, leading ODM manufacturers may gradually enter the AI smartphone market [3] Group 3: Future Plans - The company is focused on the rapid development of AI smart hardware, driven by the widespread application of AI technology [3] - The establishment of the 2111 laboratory aims to focus on future technology research, enhancing the company's competitive edge [3] - The company has successfully mass-produced AI PC and AI smart glasses, which will be strategic business products moving forward [3]
龙旗科技(603341) - 上海龙旗科技股份有限公司投资者关系活动记录表（编号:2024-008）