Industry Overview - The quartz crystal oscillator industry is experiencing a recovery in demand as previous market inventories are gradually depleted, but it remains in a state of oversupply with limited market growth [4] - The resonator category is particularly competitive, prompting some companies to shift their development strategies towards high-end products [4] Future Prospects - The quartz crystal oscillator industry is expected to grow due to the acceleration of global informatization and digitization, the popularization of 5G networks and IoT, the rise of AI, and the push from markets such as automotive electronics, power and energy, industrial equipment, and medical electronics [5] - The industry is also benefiting from the acceleration of domestic substitution and strong national policy support, leading to expanded and upgraded market application scenarios [5] Product Applications - Ultra-high frequency crystal oscillators (above 100MHz) are primarily used in optical modules, optical communication, and FTTR (fiber to the room) scenarios [6] - The company has developed high-frequency lithography wafers and will continue to expand the market to meet diverse customer needs [6] - Tuning fork crystal oscillators are being applied in consumer electronics, positioning modules, and electric meters, with future plans to enhance market competitiveness through internal control and process optimization [7] Manufacturing Processes - The company's lithography process is used in the manufacturing of small-sized crystal oscillators, ultra-high frequency crystal oscillators, and tuning fork crystals [8] Automotive Applications - Automotive-grade products are used in vehicle manufacturing, BMS (battery management systems), and automotive instrument panels [9] - The company has passed certification from some automotive electronics manufacturers and is now in mass production, with plans to increase market expansion efforts [9] Strategic Focus - The company will focus on the R&D of high-frequency wafers and small-sized products, particularly the miniaturization of tuning fork crystal oscillators and temperature-compensated crystal oscillators [10] - Key areas for expansion include automotive electronics and optical modules [10]
晶赛科技(871981) - 投资者关系活动记录表