奥海科技(002993) - 2021年3月22日投资者关系活动记录表1

Group 1: Market Position and Growth Potential - The company currently holds a market share of 14.5% in the global mobile charger market, indicating significant growth potential [6][7]. - The global smart terminal charging and storage product market is projected to reach $240.65 billion by 2022, driven by technological upgrades and increased application scenarios [5]. - The company has established itself as a major supplier for clients such as Xiaomi and Vivo, with ongoing collaborations [7][8]. Group 2: Product Development and Trends - The power distribution of the company's products in 2020 was as follows: 10W accounted for 30%, 10-20W for 40%, 20-40W for 25%, and over 40W for 5% [2]. - The company anticipates a gradual transition from 10-20W products to 20-40W as the main focus, reflecting a trend towards higher power products [2][3]. - GaN products (30W/45W/65W) are in trial production, with the company prepared to leverage advancements in GaN technology for market readiness [3]. Group 3: Competitive Advantages and Cost Management - The company's competitive advantages stem from six key areas: large client development and service capability, R&D and product innovation, scalable manufacturing, efficient supply chain management, rapid response capability, and product quality assurance [5]. - The company employs a cost-plus pricing strategy, considering factors such as raw material costs and market competition to adjust pricing strategies [5]. - The gross profit margin has been improving due to industry consolidation and the company's scale advantages, with new product launches expected to further enhance margins [4]. Group 4: Industry Challenges and Opportunities - The cancellation of standard chargers by major smartphone manufacturers like Apple and Samsung presents both opportunities and challenges for the company, as it opens up the market for other manufacturers while posing competitive risks [3]. - The company is preparing for potential shifts in the market, including the possibility of Android brands following suit in eliminating standard chargers [3]. - The increasing complexity of charger circuitry and components as power levels rise will lead to higher costs, which the company aims to manage through efficient R&D and design processes [4].