Allwinner Technology (SZ:300458)2025-04-02 10:10Group 1: Financial Performance - The company's revenue increased by 36.8% during the reporting period, with a significant growth in contract liabilities, which doubled compared to the end of 2023 [4] - R&D investment for 2024 is approximately 533 million, an increase of about 45 million year-on-year, while revenue is projected at around 2.28 billion, growing by approximately 615 million [3] - The gross profit for 2024 is expected to be 714 million, an increase of 171 million year-on-year [5] Group 2: Product Development and Innovation - The company has launched multiple chips in the smart automotive electronics sector, including the T527V, which has passed automotive certification [2] - The A733 series, utilizing a 12NM advanced process platform, is among the company's most advanced products for 2024 [3] - The company is actively exploring opportunities in AI applications for automotive intelligence and plans to invest in related technologies and products [2] Group 3: Market Strategy and Challenges - The company aims to maintain growth in various sectors, including smart automotive electronics, industrial control, and consumer electronics, by enhancing collaboration with clients [4] - Challenges in the robotics sector include technology development and market promotion for quadruped and humanoid robots, which the company plans to address through targeted R&D [4] - The company is focused on improving product competitiveness through R&D management and supply chain cost reduction [5] Group 4: Investor Relations and Future Outlook - The company plans to distribute over 90% of its annual profit as dividends, reflecting confidence in its financial health [6] - The company is open to potential mergers and acquisitions to strengthen its core business and expand into high-end chip markets [6] - The management emphasizes a commitment to enhancing investor communication and addressing concerns with greater respect and detail [7]