Ingenic(300223)2025-03-04 07:52Group 1: Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. is involved in the development of various semiconductor products, including SOC chips and DRAM [1][2]. Group 2: Product Development - The company is researching new processes for DRAM, specifically 21nm and 20nm, with sample availability expected this year [2]. - SOC chips integrate key modules such as CPU, VPU, NPU, and ISP, with different configurations for various products [2]. Group 3: Manufacturing Partnerships - The company collaborates with several foundries: GlobalFoundries and TSMC for computing chips, Powerchip for DRAM, SMIC and Huahong for SRAM, and Wuhan Xinxin for FLASH [2]. Group 4: Sales and Market Focus - The highest sales volume in DRAM products is currently from DDR3 [2]. - Over 80% of computing chips target the security monitoring market, primarily for civilian camera products [3]. - More than 50% of the company's analog products are in the automotive sector, with additional applications in office equipment and consumer electronics [3]. Group 5: Revenue Sources - Approximately 20% of storage chip revenue comes from domestic customers, while over 50% of analog chip revenue is derived from domestic sales [3].