MeiG(SZ:002881)2023-05-30 10:17Group 1: Business Progress and Applications - The company is a pioneer in the AI edge computing sector, offering computing modules that integrate CPU, GPU, and NPU, providing AI computing power ranging from 1.4 TOPS to nearly 48 TOPS, with applications in AI retail, cloud servers, VR glasses, AI kits, digital humans, drones, and industrial vision [3][4]. - The company has seen a growing customer base and application fields for its computing modules, which are expected to maintain a high growth trend in the future [5][6]. Group 2: Market Outlook and Strategy - The company believes the module industry is on an upward trajectory, focusing on intelligent and customized product strategies over the next three years, particularly in AI computing products, smart connected vehicles, and the IoT sector [4][6]. - The company plans to increase investment in intelligent modules and computing modules, aiming to enhance its market presence and technological differentiation [6][7]. Group 3: Product Overview - The main products include wireless communication modules and IoT solutions, which are critical for the infrastructure of 5G, IoT, and industrial internet networks [5]. - The company’s intelligent modules have been widely adopted in mainstream vehicle models, significantly enhancing the smart experience in automotive applications [5][6]. Group 4: Financial Performance and Future Projections - The company is currently operating normally, with expectations for a rebound in Q2 performance compared to Q1, with specific details to be disclosed in the 2023 semi-annual report [4]. - The company is closely monitoring the development of large language models like ChatGPT and is conducting preliminary research on their application in computing modules, anticipating significant growth opportunities in this area [6][7].