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Ingenic semiconductor (300223.SZ): Currently, there are no plans to acquire or hold shares in 3D NAND.
Gelonghui November 18th | ingenic semiconductor (300223.SZ) stated on the investor interaction platform that the company is currently not considering acquiring or investing in 3D NAND.
Ingenic Semiconductor (300223.SZ): The company does not have 7NM products.
Gelonghui, November 18, the ingenic semiconductor (300223.SZ) stated on the investor interaction platform that the company does not have 7NM products.
Ingenic Semiconductor (300223.SZ): The calculation chips are mainly aimed at the consumer market, with over 80% targeting security monitoring products.
On November 13th, Gelonghui reported that Ingenic Semiconductor (300223.SZ) stated during a survey of specific targets on November 12, 2024, that the calculation chips are mainly aimed at the consumer market, with over 80% targeting security monitoring products, mainly civilian camera products, while the remaining market is more fragmented, including QR code devices, biometrics, education electronics, asia vets locks, printers, etc. The market competition for calculation chips is intense, mainly from domestic competitors, with the gross margin changing with the market competition. It will continue to be one of the company's key development directions in the future.
Ingenic Semiconductor (300223.SZ): Sales of analog chips for the automotive market account for over 50%.
Gelonghui November 13th | Ingenic Semiconductor (300223.SZ) indicated when being surveyed by specific parties on November 12, 2024, that the analog chips mainly consist of various LED driver chips, with sales to the autos market accounting for over 50%. The main competitors include TI, Infineon, Mairui and others, and there is still a lot of growth potential in this market. Currently, the gross margin exceeds 50%, but it is expected to decrease in the future with intensified competition.
Ingenic Semiconductor (300223.SZ): A larger proportion of overseas income, around 80% of the income comes from overseas.
Gelonghui November 13th | Ingenic Semiconductor (300223.SZ) stated during a research meeting with specific parties on November 12, 2024, that a larger proportion of the company's revenue comes from overseas, with around 80% of the revenue coming from overseas.
Ingenic Semiconductor (300223.SZ): Currently, the proportion of DDR4 and LPDDR4 is still not significant.
Gelu Hong November 13th | Ingenic Semiconductor (300223.SZ) stated during a specific research conducted on November 12, 2024, that currently DDR3 accounts for the largest proportion, approximately around 50%; the proportion of DDR4 and LPDDR4 is not significant.
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