Yitoa Intelligent Control(SZ:300131)2025-07-09 09:36Group 1: Company Overview - The main business of Shenzhen Yingtang Intelligent Control Co., Ltd. includes the distribution of electronic components, semiconductor components, integrated circuits, and software development [2] - The company has transitioned towards the upstream semiconductor industry over the past two years, focusing on self-developed chip products such as MEMS micro-mirrors and automotive display chips DDIC and TDDI [2][3] Group 2: Product Development and Market Position - The company has achieved stable delivery of the first generation of automotive display chips DDIC and TDDI, positioning itself as a domestic alternative to Taiwanese and Korean manufacturers [3] - Currently, two automotive display chips have been mass-produced, with three more in the research and development phase expected to complete by the end of 2025 [5] - The company has received orders for 8.4-inch instrument screens from domestic automakers and 12.3-inch screens from overseas clients [4] Group 3: Industry Integration and Future Strategy - The company is exploring acquisition opportunities to accelerate its semiconductor business and plans to establish its own R&D team domestically to enhance innovation capabilities [6] - The company aims to localize its entire supply chain, including R&D, production, and sales, to better respond to domestic market demands [6] - In the next 3-5 years, the company intends to increase its investment in chip design and manufacturing, aiming for this segment to significantly contribute to overall business growth [7]