Group 1: Company Overview - The company is focused on the Wi-Fi communication sector, with major competitors being overseas firms like Skyworks and Qorvo, which together hold over 50% market share. The company ranks third in market share among domestic manufacturers, closely following Lattice Semiconductor [2]. - The largest domestic competitor is Lattice Semiconductor, and the company is accelerating efforts to catch up with them [2]. Group 2: Performance Goals for 2024 - The company aims to achieve revenue growth, particularly increasing the revenue share from Wi-Fi 7 products and overseas business. The forecast indicates that the revenue share from Wi-Fi 7 products will exceed professional institutions' estimates for market penetration [3]. - The company plans to expand its product line, especially targeting customer barriers in the mobile Wi-Fi sector, with the primary goal of introducing more customer projects in 2024 [3]. Group 3: Overseas Business and Legal Issues - As of now, the company has not received formal litigation documents from U.S. judicial authorities. Patent litigation is a common challenge for Chinese companies expanding overseas [3]. - Sales in overseas markets are primarily focused on Hong Kong and Taiwan, with sales from other countries accounting for less than 5% in 2023. The company believes that any U.S. litigation will not impact sales in other regions [3]. - The involvement in a patent lawsuit with Skyworks indicates the company's technological strength, and a successful outcome could positively influence the company's valuation and overseas market expansion [3].
康希通信(688653) - 投资者关系活动记录表（2024年5月28日）