KDTECH(SZ:002516)2023-01-03 03:31Group 1: Automotive Business Planning - The company plans to adjust product layout based on market conditions, with new synthetic leather production capacity expected to be fully released next year [1] - Actively exploring the market for ultra-fiber products to secure more projects, while expanding into civilian and military sectors [1] Group 2: Chip Investment Progress - Chip investment in TF-SAW is currently in the tape-out phase [1] Group 3: Domestic Client Development - The domestic mobile terminal business primarily collaborates with RF front-end companies, with existing mass production clients in automotive electronics [2] - The future domestic market for low-frequency and mid-to-high frequency transmission modules is expected to be significantly larger than for receiving modules, with no current manufacturers able to produce and supply them [2] Group 4: Filter Market Analysis - Domestic RF filter production has higher fixed costs compared to established foreign giants, but has advantages in variable costs [2] - Current domestic alternatives for filters are limited to discrete receiving filters, with low replacement rates for modules; high-performance filters like TC-SAW and TF-SAW face significant challenges in domestic substitution due to patent issues [3]