捷捷微电(300623) - 捷捷微电调研活动信息

Company Overview - Jiangsu Jiejie Microelectronics Co., Ltd. (stock code: 300623) held an investor relations event on June 5, 2020, in Shanghai [2] - The event was attended by representatives from various investment firms and funds, including CITIC Securities, Shanghai Puyi Asset Management, and E Fund Management [2] - The company's leadership, including Vice Chairman Huang Jian and CFO Shen Xinxin, participated in the event [2] Strategic Development - Jiejie Microelectronics (Shanghai) Co., Ltd., a subsidiary, is focused on low-power, energy-efficient, and high-frequency power devices, targeting key technologies like MOSFET SGT [3] - The company aims to replace imported products and tap into emerging markets such as 5G, automotive electronics, IoT, and industrial control [3] - The collaboration between Jiejie Microelectronics and its Shanghai subsidiary is driven by shared goals and values, aiming to contribute to China's power semiconductor industry [4] Market and Product Strategy - The power MOSFET market is estimated at $7-8 billion, with significant growth potential [4] - Jiejie Microelectronics (Shanghai) targets three main customer segments: automotive electronics (10% of product share), consumer electronics (60%), and 5G communication (30%) [6] - The company focuses on advanced technologies like SGT MOSFET, aiming to achieve domestic leadership and global competitiveness [7] Innovation and Technology - Jiejie Microelectronics (Shanghai) emphasizes continuous innovation in SGT MOSFET technology, with a focus on customization and application-specific solutions [8] - The company is actively pursuing patents in key technologies, both domestically and internationally, to strengthen its intellectual property portfolio [7] Talent and Incentive Mechanisms - The company employs four talent incentive models: team-building platforms, platform-based team construction, internal growth incentives, and sustainable development strategies [5] - These models include equity incentives, salary incentives, and shared benefits to attract and retain top talent [5] Future Outlook - Jiejie Microelectronics (Shanghai) believes that SGT MOSFET technology will remain relevant for the next 3-5 years, with ongoing advancements in chip and packaging technologies [8] - The company is committed to innovation and market application, aiming to solidify its position in the semiconductor industry [8]