卓胜微(300782) - 2025年2月投资者关系活动记录表

Group 1: Market Demand and Product Development - The company is expanding its RF chip manufacturing capacity to meet the growing demand for high-end customized modules in the 5G market [2][3] - There is a strong domestic demand for the core RF front-end chips and modules, with expectations for continuous capacity growth [2][3] - The company aims to enhance its product offerings through rapid iteration and customization to capture more market share [2][3] Group 2: Inventory and Financial Management - The company is strategically managing its inventory to mitigate risks from external uncertainties, focusing on standard raw materials to minimize obsolescence [3] - Depreciation expenses are expected to increase in 2025 due to ongoing industrialization projects [3] Group 3: Intellectual Property and Competitive Advantage - The company successfully invalidated a key patent related to its MAX-SAW filter technology, strengthening its competitive position in the SAW filter market [4] - Continuous investment in core technology and respect for intellectual property rights are central to the company's strategy [4] Group 4: Market Trends and Future Outlook - The RF front-end chip industry is influenced by the mobile smart terminal market, with seasonal demand fluctuations expected [5] - The company is exploring opportunities in emerging markets such as automotive electronics, AI, and robotics, leveraging its technology reserves [5] - Progress has been made in wireless connectivity products, including the launch of modules that meet WiFi 7 standards [5]