Group 1: Research Overview - On January 11, 2024, the company received 41 institutional investors for a network research session [1][2] - The research involved various investment firms, including Zhongjin Company and Huaxia Fund [2] Group 2: Key Questions and Company Responses - Question 1: The company discussed its plans and technology roadmap for the Star Flash business, highlighting applications in gaming controllers and smart home devices in H1 2024, with potential automotive applications in H2 2024 [3] - Question 2: The company is currently in the early development phase with automotive clients for Star Flash modules, focusing on ambient lights and Bluetooth keys [3] - Question 3: Despite price pressures from competitors, the company maintains that its comprehensive solutions mitigate significant impacts on performance [3] - Question 4: The company anticipates challenges in maintaining profit margins due to high pressure on chip gross margins but is taking steps to secure product information and custom channels [3] - Question 5: The company plans to enhance Star Flash penetration through cost-reduction strategies with major clients as the market develops [4] - Question 6: The company was among the first to obtain Star Flash samples due to its existing market share and experience in automotive electronics [4] - Question 7: The company does not directly participate in AR/VR product development but can supply components and modules for such products [4] - Question 8: The revenue ratio between cellular and non-cellular products is expected to remain stable at 65% and 35% respectively in 2024 [4]
利尔达(832149) - 关于接待机构投资者调研情况的公告