国民技术(300077) - 国民技术调研活动信息

Group 1: RCC and NFC Technology - RCC technology is a self-developed communication technology operating at 2.45GHz, providing advanced capabilities without relying on built-in mobile phone features [3] - The application environment for RCC has changed due to the rise of QR codes, which do not require NFC or RCC for payment functions [3] - RCC is primarily targeted at high-security applications, making it suitable for scenarios requiring strong identity authentication [3] Group 2: MCU Product Strategy - The company focuses on "general + security" product strategy, developing three main product lines: security chips, RF products, and general MCU products [4] - The MCU product line includes over 70 models, covering a wide range of applications from low-end to high-end [4] - The company is facing global chip supply shortages, impacting production capacity, but is committed to securing as much capacity as possible [4] Group 3: Market Position and Competitors - International chip manufacturers dominate the MCU market, but local companies have significant growth potential [4] - The company has successfully introduced MCU products to major clients, signing contracts with over 40 agents as of May [5] - The company’s MCU products are characterized by low power consumption, advanced 40nm process technology, and security features [4] Group 4: Trusted Computing Products - Trusted computing chips (TPM/TCM) maintain a high market share and profit margin, with clients including well-known firms like Microsoft and Lenovo [5] - The company aims to penetrate international markets with its trusted computing products, although progress has been delayed due to the pandemic [5] Group 5: Future Development Plans - The company is developing new MCU products based on the M7 core, while currently focusing on M0 and M4 cores [5] - The company is optimistic about the future of the energy storage sector, particularly in negative electrode materials, and is working on partnerships to enhance its market position [6] - The company is actively communicating with production partners to secure additional capacity amid industry-wide shortages [6]