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安凯微获省级技术中心认定,厚植创新发展布局智能未来
688620ANYKA MICROELECTRONICS(688620) 证券时报网·2025-02-05 00:56

Core Viewpoint - Ankai Micro has been recognized for its technological innovation and leadership in the IoT smart hardware sector, as evidenced by its inclusion in the 23rd batch of provincial enterprise technology center recognition in Guangdong Province [1]. Group 1: Company Overview - Ankai Micro, established in April 2001, specializes in IoT smart hardware SoC chips, with key products including IoT camera chips and application processor chips, widely used in smart home, security, office, and industrial IoT sectors [2]. - The company has achieved a global market share of over 20% for its IoT camera chips in both 2022 and 2023, positioning itself strongly in the rapidly growing home camera market [2]. Group 2: Market Trends and Projections - The global shipment of home cameras is projected to reach 21.491 million units by 2025, with a compound annual growth rate (CAGR) of 19.3% [2]. - The demand for smart locks in China is expected to grow, with retail volume projected to reach 20.31 million units in 2024, a year-on-year increase of 8.6% [3]. Group 3: Technological Advancements - Ankai Micro has launched the Kongming second-generation chip supporting 4K resolution and is developing chips with 8K resolution and higher computing power [3]. - The company has made significant progress in its self-developed high-performance NPU, enhancing AI processing capabilities for IoT smart hardware [3]. Group 4: Research and Development - Ankai Micro's R&D investment exceeded 100 million yuan in the first three quarters of 2024, accounting for 23.91% of its revenue, reflecting a year-on-year increase of 22.27% [4]. - The company has established partnerships with several universities and research institutions to enhance its R&D capabilities and has over 600 patents in key technology areas [4]. Group 5: Industry Recognition - In addition to the recent recognition as a provincial enterprise technology center, Ankai Micro has received multiple certifications, including "Little Giant" enterprise and national intellectual property advantage enterprise, enhancing its brand influence [5]. Group 6: Future Business Strategy - Ankai Micro plans to expand its product offerings and enhance its market presence in Asia, Europe, and the Americas, aiming to capture growth opportunities in the IoT smart hardware market [8]. - The company emphasizes technological innovation as a key driver for improving gross margins and plans to introduce new products to expand into new market segments [8].