Ingenic(300223)2025-05-15 09:08Group 1: Company Overview - Beijing Junzheng Integrated Circuit Co., Ltd. is actively engaging with investors through various activities, including on-site communication events [1]. - The company has a diverse research and development team located globally, including regions such as the United States, Israel, Japan, and South Korea, as well as domestic locations like Beijing, Shanghai, Hefei, Wuhan, and Xiamen [3]. Group 2: Market Insights - The sales proportion of storage chips in the domestic market has increased from over 20% to approximately 30%, driven by growth in the automotive sector [2]. - The competitive landscape for automotive-grade storage chips is primarily dominated by Micron, which focuses on high-end products like LPDDR4 and DDR5, while the company offers a broader range including DDR and LPDDR4, with DDR3 being the largest sales segment [2]. Group 3: Product Development and Strategy - The company is developing new process products, with samples of 20nm, 18nm, and 16nm technology expected to be provided to customers throughout the year [2]. - The introduction of automotive-grade products typically requires 1-2 years, influenced by relationships with Tier 1 manufacturers [3]. - The company has been engaged in RISC-V development since August 2014, currently advancing four core designs [3]. Group 4: Pricing and Market Dynamics - The pricing of chip products remains stable, with fluctuations expected in consumer market chips due to intense competition, while storage chip prices are generally stable in the industry market [3].