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美芯晟(688458.SH):公司光学传感器产品阵容持续扩大,并在各类智能手机、AI手机等多个消费电子领域实现应用

Meixintech (688458.SH): The company's optical sensor product lineup continues to expand, and is being applied in various consumer electronics fields such as smart phones, AI phones, and more.

Gelonghui Finance ·  Nov 4, 2024 03:28

Gelonghui November 4th | Meixinsheng (688458.SH) stated on the investor interaction platform that as of October 18, 2024, the company's latest shareholder count is 5,324. The company continues to expand its optical sensor product lineup and has achieved applications in various consumer electronics fields such as smart phones, AI phones, smart watches, TWS earphones. The company's competitive advantages in this field include: 1) the company's team has experience in analog and digital hybrid technologies such as MCU, WIFI, Bluetooth, and a solid foundation; 2) the company has the ability to independently develop processes and has successfully expanded and integrated the entire supply chain. The domestic supply chain demonstrates significant advantages in terms of security, reliability, and cost-effectiveness; 3) the founder has accumulated rich technology and resources in the laser field. The company can fully utilize the mature technology of the existing product line, through the integration of multiple disciplines such as optics, technology, analog-to-digital conversion, image processing, to systematically optimize the optical sensing chip, thereby achieving rapid deployment and mass delivery of products. The company actively promotes localization strategies, starting from narrow slit three-in-one sensors, gradually advancing to more challenging OLED-based optical sensor products. The optical sensor market is gradually being replaced by domestically produced chips. The company's core competitiveness in wireless charging mainly lies in the following aspects: 1) continuously expanding the range and depth of cooperation with terminal manufacturers, expanding the customer base, enhancing customer stickiness and barriers, providing more refined customized solutions for different products, and offering comprehensive and cost-effective solutions; 2) optimizing design, accelerating iteration, improving chip performance and functionality, striving to maintain a leading position in technology and innovation; 3) optimizing production processes, enhancing self-developed production technology capabilities, leading in costs and process technology; 4) the first to launch an 80W receiver chip that meets the highest power standard of the Ministry of Industry and Information Technology, with a complete product series covering various power levels from 1-100W, achieving complete coverage of the entire power range from the transmitter to the receiver.

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