Hefei Chipmore Technology (SH:688352)2023-12-07 10:00Group 1: Company Advantages and Market Position - Hefei has become one of the fastest-growing cities in mainland China's integrated circuit industry, benefiting from a scale effect in the semiconductor sector [1] - The presence of leading companies in the display screen industry, such as BOE and Visionox, has contributed to a complete industrial chain in Hefei, providing geographical advantages for the company [1] Group 2: Business Outlook and Strategies - The company maintains a cautiously optimistic outlook for the fourth quarter of 2023, with stable demand in the downstream consumer market, particularly for small and medium-sized products [2] - Focus on deep research and development of various metal bump technologies for 12-inch wafers, aiming to enhance production capabilities in advanced packaging for power management and RF front-end chips [2] - The company plans to strengthen its back-end DPS packaging business to improve overall packaging capabilities and reduce production costs, addressing disadvantages in non-display chip packaging [2] Group 3: Financial Performance and Revenue Insights - Non-display business revenue accounted for approximately 9% of the company's total revenue in the third quarter of 2023 [2] - Fluctuations in display chip prices will impact packaging prices, but the overall pricing will depend on actual market supply and demand [2] Group 4: Compliance and Information Disclosure - The company adhered to relevant regulations during the investor relations activity, ensuring no undisclosed significant information was leaked [2]