富满微(300671) - 富满电子调研活动信息

Group 1: Key Products and Development Focus - The company is prioritizing fast charging technology and mini LED display screens, as well as 5G-related products [1] - Other key products include MOSFET and BMS chips, with a future focus on RF IC products [2] Group 2: Fast Charging Solutions - The company offers a complete fast charging IC platform solution, including low-power (18W) and high-power (65W+) GaN chip solutions [2] - The PD protocol chips integrated in fast charging adapters have an average gross margin of 50%, ranging from 40% to 60% depending on the specific model [2] Group 3: Seasonal Revenue Trends - The company experiences seasonal revenue patterns in power management, with peak seasons around March-April and September-December, while May-August is typically a low season [3] Group 4: Chip Production and Capacity - The company’s power management and LED driver chip production capacity is currently fully utilized, with order visibility generally around one month, and some products extending to over two months [4] - The company has increased orders for 8-inch wafers due to tight supply and rising prices in the upstream wafer market [3]