华勤技术(603296) - 华勤技术投资者关系活动记录表

Group 1: Server Business Growth - The company's server business revenue grew by 670% in Q3 2023, driven by a strong demand for AI servers and a comprehensive product portfolio [2][3] - The company expects to secure more server orders in 2024, particularly for next-generation GPU-based AI servers [3] Group 2: Automotive Electronics - The company has established over 20 collaborations with domestic automotive manufacturers, focusing on smart cockpit and connected vehicle products [4] - The automotive electronics business is expected to see significant growth as the company expands its partnerships and product offerings [4] Group 3: Laptop Business - The company has broken the monopoly of Taiwanese competitors in the laptop market, achieving annual sales of over 10 million units [5] - The development of AIPC (AI PC) is anticipated to enhance product design and increase market share [5] Group 4: Smartphone Business - The company is projected to maintain steady growth in its smartphone business in 2024, with an increasing ODM penetration rate [6] - Recent reports suggest the company has received orders for over 100 million smartphones, indicating strong market demand [6] Group 5: Smart Wearables - Smart wearables accounted for 3.12% of total revenue in the first three quarters of 2023, with a focus on TWS earbuds and smartwatches [6] - The company leverages its ODM leadership to enhance market share in the smart wearables segment [6] Group 6: VR/AR/XR Development - The company has established end-to-end capabilities in VR/AR development and manufacturing, achieving breakthroughs with global clients [6] - Expectations for XR product growth are optimistic, with plans to expand core customer relationships [6] Group 7: Core Competencies - The company’s core competencies include efficient operations, advanced R&D capabilities, and strong manufacturing processes [7] - Currently, 40% of the structural components for smartphones are self-supplied, enhancing cost competitiveness [7]