Motorcomm Electronic Technology (688515)2024-02-01 09:44Investor Relations Activity - The investor relations activity was held on January 31, 2024, at the company's conference room [2] - The activity included an introduction to the company's Q4 2023 operating performance and an interactive Q&A session [2] - Participants included representatives from various investment firms such as China Merchants Fund Management Co Ltd, Kaiyuan Securities Co Ltd, and Shanghai Chaos Investment (Group) Co Ltd [4] Product and Technology - The company's Serdes chips are primarily used in automotive video transmission [2] - Network interface card (NIC) chips support various PCIe standards, network hardware function offloading, and network virtualization, catering to emerging data center needs [2] - Current automotive Ethernet physical layer chips mainly operate at 100Mbps, with 1Gbps chips starting mass production at the end of 2023 and expected to gradually increase in volume [3] Market and Future Development - New car models in 2023 began adopting domain architectures, which are expected to use more automotive Ethernet protocols, potentially leading to increased demand for the company's automotive chips [3] - The company anticipates a gradual increase in the volume of 1Gbps automotive Ethernet physical layer chips following their mass production at the end of 2023 [3]