Company Overview - Established in 2003, focusing on PCB design technology services with over 800 R&D engineers [1] - Industry leader in high-speed and high-density PCB design, providing high-quality rapid prototyping and small-batch manufacturing services [1][2] - Serves over 3,000 clients across various sectors including telecommunications, industrial control, AI, medical electronics, smart transportation, and aerospace [2] Technical Capabilities - Addresses client pain points in R&D phases by offering one-stop technical support, helping to shorten product launch cycles and reduce R&D costs [2] - Achieved +/-5% impedance accuracy in PCB production, a rare capability in the industry [3] - The company has completed production of PCBs with up to 80 layers, with a maximum planned capability of 120 layers [6] Production and Capacity - The new PCB factory in Zhuhai is expected to achieve monthly breakeven within the year, which is optimistic compared to industry norms [5] - Average order layer count is around 15 layers, with ongoing improvements [6] Client Engagement and Services - PCB design revenue accounts for approximately 20%, while PCBA manufacturing revenue constitutes about 80% [9] - About 70% of clients procure both PCB design and PCBA manufacturing services simultaneously [10] Material and Resource Management - Collaborates with over 8,000 global clients, providing quick and accurate component selection services through an online platform [8] - Shared high-speed laboratories in Shenzhen and Zhuhai to reduce client costs and enhance testing capabilities [7] Future Plans - The company plans to focus on existing projects while considering new investments or acquisitions based on business development [10]
一博科技(301366) - 一博科技投资者关系活动记录表-2025年6月18日