ANYKA MICROELECTRONICS(688620)2024-12-20 08:11Group 1: Investor Relations Activities - The investor relations activities included specific target research, analyst meetings, media interviews, performance briefings, press conferences, roadshows, and site visits [2] - Participating organizations included Tianfeng Securities, Zhongyou Securities, Guotai Fund, Huabao Fund, Changxin Fund, and others [2] - The activities took place from December 10 to December 19, 2024, in Guangzhou, Shenzhen, and Shanghai [2] Group 2: Company Overview and Market Position - The company focuses on the development of AI-related technologies and has been researching and laying out relevant technologies for several years [3] - The first generation of IoT camera chips with self-developed NPU has been mass-produced, with annual shipments increasing [3] - The company aims to enhance its chip products towards industrial-grade and low-power applications, expanding into smart home, wearable, and smart manufacturing sectors [3] Group 3: Financial Performance and Market Strategy - The company’s export revenue accounted for over 50% of total revenue in the first half of 2023 and 2024, with products sold across Asia, Europe, and the Americas [5] - The company plans to continue expanding its overseas market presence to boost product influence [5] - Strategies for improving gross margin include launching new products, refining market segments, and reducing supply chain costs [5] Group 4: Product Development and Innovation - The company is committed to continuous innovation and upgrading of its IP technologies, focusing on the integration of AI and IoT applications [3] - The visual SoC chips will evolve towards higher resolutions, targeting professional and industrial applications [3] - The company is exploring new hardware applications for ISP beyond typical camera scenarios [5]