Company Overview - Yibo Technology is not a traditional PCB service provider but a one-stop hardware innovation service company focusing on PCB design and PCBA manufacturing [2][3] - The company has over 700 PCB design professionals, positioning itself as a leading third-party PCB design enterprise in the market [4] Business Model and Services - Yibo Technology specializes in high-quality PCBA services, focusing on rapid prototyping and small-batch production, addressing clients' needs for quick turnaround and high standards [2][3] - The company provides comprehensive technical support and manufacturing services, helping clients reduce product launch cycles and R&D costs while increasing success rates [4] Market Trends and Growth Potential - The trend towards PCB design outsourcing is increasing due to the growing complexity of PCB products, with a notable rise in outsourcing rates [3][5] - The company anticipates continued growth in PCB design service revenue, driven by increasing client demands for complex designs and the need for rapid product iterations [3][5] Client Relationships and Retention - Yibo Technology has a strong client retention rate, with stable revenue contributions from long-term clients between 2019 and 2022 [8][9] - The company has minimal revenue loss from terminated client relationships, indicating strong customer loyalty and collaboration stability [8] Financial Performance - The company's gross margin for PCB design services remains high due to its technical expertise and the high value-added nature of its services [9] - PCBA manufacturing services have a gross margin higher than the EMS industry average, attributed to the company's focus on high-quality, flexible services and effective cost management through bulk purchasing [9] Competitive Advantages - Yibo Technology's ability to provide modular PCB design and its extensive experience in various design technologies give it a competitive edge in the market [7][9] - The company leverages its strong supplier relationships to achieve cost advantages, with bulk purchasing discounts reaching 5-15% [9]
一博科技(301366) - 深圳市一博科技股份有限公司投资者关系活动记录表