安凯微(688620) - 广州安凯微电子股份有限公司投资者关系活动记录表（2024年05月30日）

Group 1: Company Overview and Business Strategy - The company, Ankai Microelectronics Co., Ltd., focuses on enhancing market penetration and expanding its influence in international markets while continuing to invest in R&D to meet diverse customer needs [2] - The company aims to evolve its product series in key technology areas such as IoT smart hardware, NPU, and wireless communication to ensure rapid product launches in response to market opportunities [2] Group 2: Client Partnerships and Product Lines - In the IoT camera chip product line, key partners include TP-LINK, Tuya Smart, and major telecom operators like China Mobile and China Unicom, along with domestic brands such as Hongshi and Jiuan [4] - The IoT application processor chip collaborates with notable brands like Anjubao, Entropy Technology, and Ningbo Deli, among others [4] Group 3: Financial Performance and Market Challenges - The average gross margin for the IoT camera chip has declined due to weak overall market demand in the semiconductor industry and intensified competition, aligning with trends in related product lines [4] - The gross margin for the IoT application processor chip remains stable despite the challenges faced in the market [4]