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纳芯微:多款座舱领域芯片拟明年量产发布 并购瞄准汽车电子和泛能源赛道|直击业绩会

Naxinwei: Multiple cockpit field chips are planned for mass production and release next year, with acquisitions targeting the autos electronics and broader energy sectors | Directly covering the earnings conference.

cls.cn ·  Dec 4 20:08

Naxinwei stated that next year, it will focus on the cabin area, with plans to mass produce and release multiple cabin area chips. Naxinwei's director and board secretary Jiang Chaoshang stated that the company's future investment and mergers will continue to focus on the main car electronics and broad energy track.

"Next year, we will focus on the cabin area layout, and expect to achieve mass production and release of video transmission Serdes chips, power management chips, audio amplifier chips (such as Class D amplifier chips), and automotive audio bus A2B products." At Naxin Micro's earnings conference held today (December 4th), the company's director and board secretary, Jiang Chaoshang, responded to questions from reporters of the 'Star Daily'.

Naxin Micro is an analog and mixed-signal chip company dedicated to organizing product development around downstream application scenarios, focusing on sensors, signal chains, and power management. It provides semiconductor products and solutions applied in the automotive, broad energy, and consumer electronics sectors.

Affected by the overall macroeconomic environment and intensified market competition, Naxin Micro's product prices are under pressure, resulting in a situation of increasing revenue without increasing profit. Financial data shows that the company's revenue for the first three quarters was 1.366 billion yuan, a year-on-year growth of 36.49%; net profit attributable to shareholders was -0.408 billion yuan, a year-on-year decrease of 62.52%.

Jiang Chaoshang stated at the earnings conference that the industrial market's inventory levels have returned to normal levels now, but market demand is still weak; the photovoltaic market is destocking, and it is expected to return to normal inventory levels by the end of this year or the first quarter of next year. Current demand is below normal demand.

Inventory digestion in the communication industry also needs to be completed by the end of this year or the first quarter of next year; the automotive electronics market, especially the demand in the Chinese market, is strong. Driven by new energy vehicles, there are opportunities for new material growth, and overall demand is robust.

Regarding new product development and mass production plans, in addition to the cabin layout mentioned earlier, Jiang Chaoshang stated at the earnings conference that in the automotive powertrain and electric vehicle power control areas, the market share of driving chips has shown significant growth. In addition, products that the company has achieved mass shipments this year include multi-channel taillight driver chips, magnetic current sensor chips, and some interface chips.

Jiang Chaoshang further stated that motor drive type chips and integrated motor drive SOC chips are expected to enter the large-scale production stage next year and achieve rapid growth. In addition, high-side switch type products have also been released, with mass production planned for next year.

"In the MCU product direction, for MCU main control products targeting energy and automotive power areas, it is expected to be officially launched on the market from the end of this year to early next year. At the same time, we are also developing integrated power management products and chassis safety products, such as wheel speed sensors, collision pressure sensors, and functionally safe motor drives. These products will also gradually enter the sampling and mass production stages in the future." said Jiang Chaoshang.

In terms of overseas layout, Narxin Micro has branches in Germany, Japan, South Korea, and other countries. It has announced a strategic cooperation with Continental Group, the two parties will jointly develop automotive-grade pressure sensor chips with functional safety characteristics. The newly developed pressure sensor chip will be based on Continental Group's next-generation global platform, with a focus on improving reliability and accuracy.

In June this year, Narxin Micro announced a high premium acquisition of a total of 79.31% of Mesign shares for 0.793 billion yuan in cash after the release of the "STAR Market Eight Regulations", attracting market attention. As of the disclosure of the third quarter report this year, Mesign has completed the change in shareholder registry, and the company has obtained 62.68% of Mesign shares directly held by the counterparty Siler Technology.

Regarding the acquisition, Jiang Chaoshang answered the questions of Science and Technology Innovation Board Daily reporters, stating that the acquisition of Mesign is to achieve strong cooperation, complement the company's layout in the field of magnetic sensors, strengthen R&D capabilities, increase product categories and customer coverage, in order to enhance the company's competitive advantage in the field of magnetic sensors.

"The company's future investment and M&A focus will continue to revolve around the main automotive electronics and broad energy tracks, complementing core capabilities and product portfolios through acquisitions, especially focusing on high-speed and processor-type products with good system synergies with the company's existing products." said Jiang Chaoshang.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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