Puya semiconductor(SH:688766)2024-06-07 07:35Group 1: Company Overview and Performance - The company reported a significant increase in 2023 sales, with NOR Flash product line shipments exceeding 3 billion units and EEPROM shipments surpassing 1.4 billion units, both reaching historical highs [4][5] - For 2024, the company aims for a revenue growth rate of no less than 15% based on 2023 figures, with a target growth rate of at least 45% [4] Group 2: Product Pricing and Market Trends - In Q1 2024, the prices for NOR Flash and MCU product lines have stabilized after a decline, with NOR Flash prices beginning to recover [5][6] - The company is actively expanding its presence in the rapidly growing e-cigarette market, leveraging its competitive advantages in low-cost, compact, and low-power products [5][6] Group 3: Product Line Expansion and R&D - The company is exploring the Driver product line, which will complement existing EEPROM and MCU products, focusing on applications in mobile camera modules [6] - Continuous investment in R&D is planned to ensure product line enhancement and timely launch of new products, alongside attracting high-quality talent for sustainable development [6] Group 4: Market Strategy and Future Outlook - The company positions itself as a general-purpose platform, aiming to penetrate various fields and enhance market share to balance risks [5][6] - Future price trends for NOR Flash products will be influenced by multiple market factors, with ongoing monitoring and communication planned [6]