Company Overview - Yibo Technology is not a traditional PCB service provider but a one-stop hardware innovation service provider focusing on PCB design and PCBA manufacturing [2][3] - The company has over 20 years of experience in PCB design, establishing a leading position in the industry, particularly in high-speed and high-density PCB design [2][3] Market Position and Growth Potential - The company is gradually extending its services downstream in the industry chain, forming a technology service enterprise that includes PCB design and PCBA manufacturing [4] - PCB design service revenue is expected to maintain stable growth due to increasing complexity and customization trends in client products, with the outsourcing rate in China projected to reach around 50% in the next 10-20 years [5][6] Demand for Services - There is a strong demand for flexible PCBA manufacturing services as client products become more intelligent, digital, and automated [4] - The company focuses on small-batch orders and rapid delivery, which aligns with the growing needs of clients in various sectors, including medical electronics, energy storage, and artificial intelligence [7][8] Competitive Landscape - The company competes with several similar firms, including Palpilot International Corp. and Freedom CAD Services, and has a PCB design team of over 700 people, placing it among the few large-scale third-party PCB design enterprises [6][8] Client Base and Industry Impact - The company serves a diverse range of industries, including industrial control, network communication, and aerospace, which mitigates risks associated with reliance on any single client [7][8] - Despite short-term growth pressures in the PCB manufacturing industry, the company's focus on PCB design and PCBA services allows it to remain less affected by fluctuations in consumer electronics demand [7] Collaboration and Pricing Model - The company collaborates closely with domestic chip manufacturers, providing essential PCB design and PCBA services that facilitate the rapid market entry of new products [9] - Pricing for PCB design services is based on complexity and labor input, while PCBA manufacturing pricing is influenced by production volume and service complexity, ensuring competitive value for clients [9]
一博科技(301366) - 深圳市一博科技股份有限公司投资者关系活动记录表