Group 1: Research Overview - On September 25, 2023, the company hosted a network research session with 62 institutions [1][2] - Participating institutions included major securities and asset management firms such as Huaxia Fund, E Fund, and Morgan Fund Management [2][3] Group 2: Key Questions and Company Responses - Market Outlook for Star Flash Technology: The company is optimistic about the market potential for Star Flash, anticipating faster growth than the decline in costs due to nearly 20 chip companies developing Star Flash chips [4] - Application of Modules: Star Flash can replace traditional WiFi and Bluetooth chips, maintaining similar application difficulty [4] - Industry Layout and Competitors: The company has a solid foundation in WiFi and Bluetooth, providing a competitive edge over peers focused on cellular communications [4] Group 3: Industry Applications and Technology - Replacement Potential in Industrial Applications: Star Flash is technically feasible for replacing Ethernet and WiFi in fixed devices, with growing interest from manufacturers [5] - RedCap Module Development: The company is progressing with RedCap modules, expecting price parity with 4G within two years [5] - Core Technology of RedCap: RedCap modules are easier to develop and cost-effective compared to 5G modules, making them attractive for industry adoption [6] Group 4: Future Planning and Trends - Wireless Integration in Vehicles: Star Flash has the potential to replace wired harnesses in vehicles, aligning with industry trends towards wireless solutions [6] - R18 Product Planning: The company has plans for R18 products, with expected market introduction in 2025 [5]
利尔达(832149) - 关于接待机构投资者调研情况的公告