卓胜微(300782) - 2023年5月10日投资者关系活动记录表

Group 1: Company Performance and Strategy - The company has entered large-scale production of its self-built filter production line, which is expected to reduce production costs and improve gross margins in the future [2]. - In 2022, the revenue from RF low-noise amplifiers and RF switches accounted for 67.75% of the total revenue [5]. - The company aims to establish a global leading technology platform in the RF field, focusing on long-term competitive advantages despite current market challenges [4]. Group 2: Product Development and Market Position - The company is currently developing high-end products such as L-PAMiD and WiFi7E, which are lagging behind competitors like Weijie Chuangxin and Huizhiwei [3]. - The L-PAMiD product is in the R&D phase, with plans to integrate self-developed high-end filters, which will provide multiple advantages in terms of process, quality, performance, production, cost, and supply [5]. - The company has successfully launched products that meet WiFi5/6 standards and is developing products for WiFi7 [3]. Group 3: Market Outlook and Challenges - The RF front-end market is primarily dominated by traditional manufacturers from Europe, Japan, and the United States, with significant market space remaining in high-end filters and PA modules [4]. - The overall RF front-end market is projected to reach $26.9 billion by 2028, indicating substantial growth potential [4]. - The company faces challenges due to a decline in demand in the mobile phone industry, which has impacted its performance [4].