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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12月04日)

Company Overview - The company, Guangzhou Ankai Microelectronics Co., Ltd., held an investor relations event on December 4, 2024, at its H Building in Guangzhou [1][2] - The event included a presentation on the company's development history, main business, technology, products, and market operations [2] Technology and R&D - The company showcased its self-developed large language models and large vision models for edge computing at a technology forum in June 2024 [2] - The decision to self-develop these technologies was driven by the need to leverage core competencies and address privacy and security concerns in the industry [2] - The company plans to continue R&D and upgrades in AI-related technologies, including NPU IP and edge-side large language and vision models [3] - The company aims to gradually make all its chip products intelligent, aligning with market trends [3] Product Development and Market Strategy - The company's IoT camera chips are evolving towards higher resolution and expanding into professional and industrial applications [3] - The company is focusing on enhancing its IoT application processor chips for industrial-grade and low-power applications [3] - To improve gross margins in the competitive IoT camera chip market, the company emphasizes technological innovation and the introduction of new products [3] - The company has a strong presence in the smart home sector, with chips used in various devices such as home cameras, baby monitors, Bluetooth speakers, and smart locks [3] - In the industrial sector, the company has technical expertise and products used in industrial equipment display and control, with potential for collaboration with third parties for data-related applications [3] Investor Relations and Compliance - The event was attended by representatives from CITIC Securities, GF Securities, Hongnian Asset, Luojia Fangyuan, and Jinxin Private Equity [2] - The company confirmed that no undisclosed material information was disclosed during the event [3] - The meeting was recorded and documented by Ge Chun, who also filled out the form on December 4, 2024 [4]