Group 1: Smart Glasses Development - The company is currently testing the SSC309QL smart glasses chip with multiple brand clients, with product releases dependent on client timelines [2] - The SSC309QL chip features advanced packaging technology and integrates self-developed ISP 4.0 and NPU, enhancing visual processing and multimodal model adaptation [2][3] - Future plans include accelerating the development of high-quality visual capabilities and achieving leading levels in ISP technology, focusing on miniaturization, ultra-low power consumption, and multimodal models [3] Group 2: Robotics Advancements - The company has launched the third-generation SSU9383CM main control chip for cleaning robots, establishing a comprehensive chip matrix covering high, medium, and low-end markets [4] - The chip supports multi-sensor fusion and heterogeneous multi-core technology, enabling simultaneous processing of various sensors [4] - Future goals include increasing market share in cleaning robots and investing in outdoor robot chip development for applications like lawn mowing and snow removal [4][6] Group 3: Automotive Sector Initiatives - The company is focusing on ADAS and in-vehicle perception with car-grade chips SAC8904 and SAC8712 targeting L0 to L2 level front-view integration [5] - The chips support various ADAS functions, including adaptive cruise control and lane-keeping [5][6] - The company aims to differentiate and innovate in the entry and mid-tier automotive markets, leveraging advancements in ADAS technology [6] Group 4: Future Strategic Directions - The company plans to enhance its core IPs (ISP, AI, audio, video, display, 3D perception) and increase R&D investment to create leading SoC products [7] - There is a focus on expanding applications in robotics, smart glasses, and 3D ToF sensors to support future growth [7] - The company is also evaluating strategic investments or acquisitions to strengthen R&D capabilities and product offerings [7] Group 5: Supply Chain and Regulatory Impact - The company has not been affected by chip manufacturing sanctions and maintains stable relationships with top suppliers [8] - It emphasizes robust supply chain management to ensure production reliability and adaptability to policy changes [8] Group 6: 2024 Performance Outlook - The company anticipates steady growth across all business lines in 2024, driven by product optimization and expansion into new application scenarios [9] - Key growth areas include smart security, AIOT, and automotive sectors, with a focus on ADAS and in-vehicle perception technologies [9]
星宸科技(301536) - 301536星宸科技投资者关系管理信息20250307