Goke(SZ:300672)2025-11-19 11:30Group 1: Company Overview and Business Layout - Hunan Guoke Microelectronics Co., Ltd. focuses on domestic technology systems and has developed a complete domestic storage technology system [4] - The company has established a dual business model in solid-state storage, combining "solid-state drive control chips + industry solid-state drive products" [4] - The company aims to deepen its domestic technology system and expand the domestic replacement market [4] Group 2: Collaboration with Harmony Ecosystem - The company has launched 8 open-source Harmony chip platforms for mass production in smart home, smart vision, and commercial display sectors [2][3] - In the smart home sector, the GK6323V100C chip supports over 50 native Harmony applications and has been implemented in multiple benchmark projects [2] - The company is collaborating with China Mobile to develop solar cameras and pet companion robots based on the open-source Harmony smart vision chip platform [3] Group 3: AI Chip Development - The company is focused on AI edge computing SoC development, with products ranging from 8TOPS to 128TOPS [5][6] - The AI SoC product lineup includes the GK7606V1 series for high-end markets and the GK7206V1 series for affordable applications, both achieving significant market penetration [6][7] - The company has innovated a multi-modal large model MLPU chip architecture to support both large and small model processing needs [7] Group 4: Automotive Electronics - The company is developing AI chips for automotive applications, including smart cameras and driver monitoring systems, with plans to launch a new generation of automotive chips in 2025 [8][9] - The company aims to create a full range of automotive AI chips with varying computing power over the next three years [9] Group 5: IoT and Wi-Fi Business - The IoT chip segment generated sales revenue of 12,814.71 million yuan in the first half of 2025, a year-on-year increase of 251.37%, accounting for 17.28% of total revenue [9] - The overall gross margin for IoT chip products improved by 26.93 percentage points to 41.07% [9] - The company is actively developing Wi-Fi6 and Wi-Fi7 chips, with several products already in trial production [9]