Group 1: Company Overview and Business Operations - The main business of Ankai Microelectronics includes the development and production of chips for various applications, particularly in the AI camera sector [2] - The company has implemented strategies to stabilize and slightly increase the gross margin of its application processor product line, focusing on cost reduction and efficiency improvement [2] Group 2: Market Strategy and Response to Challenges - In response to declining gross margins, the company has taken proactive measures such as strengthening market forecasting and strategically purchasing raw materials at lower prices [2] - The company is closely monitoring industry trends, market demand, and technological advancements to execute favorable pricing strategies [2] Group 3: Product Development and Technology - Ankai Microelectronics has a dedicated algorithm research team responsible for developing multimedia and machine learning algorithms, led by experienced experts in the field [3] - The AI camera chips integrate ISP, audio codec, and NPU, all developed in-house, showcasing the company's technological capabilities [3] Group 4: Partnerships and Market Performance - Key partners in the home camera market include well-known clients such as TP-LINK and major telecom operators like China Mobile and China Unicom [4] - The company's revenue growth in 2023 was partly driven by positive results from its chips in overseas markets, particularly in Southeast Asia [4] Group 5: Disclosure Compliance - During the investor relations activity, the company did not disclose any undisclosed significant information [5]
安凯微(688620) - 广州安凯微电子股份有限公司投资者关系活动记录表(2024年05月15日)