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Chipbond Integration (688469.SH): The company has successfully mass-produced BCD process products for AI server multi-phase power supply.
On September 10th, Chip Integration (688469.SH) stated in its investor relations activity that with the gradual completion of terminal manufacturers' inventory clearance and the accelerated iteration and upgrade of AI models empowering smartphones and PCs, the demand for consumer electronics is expected to rebound in the first half of 2024, and supply chain manufacturers are expected to continue the recovery trend in the second half of the year. The company mainly covers the AI smartphone, AI computer, and server markets in the field of AI artificial intelligence. In terms of AI data center applications, the company has achieved significant success in power management chip for AI servers through cooperation with chip design partners. The company's BCD process products are used in AI server multi-phase power supply.
ChipLink Integration (688469.SH): It is expected that the company's Q3 revenue will continue to maintain a good momentum of double-digit growth.
Gelonghui, September 10th, Xilinx Integrated (688469.SH) stated at the investor relations event that the company's revenue growth mainly comes from the joint promotion of three areas and domestic substitution demand: ① The new energy vehicle field: The new energy vehicle market is accelerating into the centralized stage, and with technological advantages, the company is expected to continue to increase market share. ②High-end consumer field: The company has increased the expansion efforts in the high-end consumer market, and the proportion of high-end consumer field product shipments has significantly increased. With the application of AI technology in the consumer fields such as mobile phones and laptops, it will drive the sales growth of the company's consumer-related products. ③New energy wind and solar storage
SINANO (688469.SH): It is expected that the company's silicon carbide products will achieve revenue of more than 1 billion yuan in 2024.
Gelonghui, September 10th, Xinlian Integrated (688469.SH) stated at the investor relations event that in terms of production line construction, the company's 8-inch silicon carbide production line completed the engineering batch production in April 2024, achieving the first in China and the second globally. In the first half of the year, the company's SiCMOSFET wafer product revenue increased by over 300% compared to the same period last year, and by over 50% compared to the previous month. In 2024, the company is expected to achieve revenue of more than 1 billion yuan from silicon carbide products. The company currently has rich SiC technology reserves and continuously introduces leading domestic and foreign customers to help the company achieve its goal of capturing 30% of the global market share in the future.
Xinlian Integrated (688469.SH): Power and MEMS products have successfully entered multiple overseas leading terminals and achieved mass production.
Xinlian Integrated (688469.SH) stated at an investor relations event that the company's export sales revenue in 2023 was 0.564 billion yuan, accounting for 11.5% of its main business revenue. The company is actively promoting the expansion of overseas markets and continuously improving its reputation and market influence. The company's power and MEMS products have successfully entered multiple leading overseas terminals and achieved mass production. This marks a significant improvement in the company's competitiveness in the overseas market, and there is potential for further market share growth in the future.
CSI Integrated Circuit (688469.SH): MEMS sensors and lithium battery protection chip products have already occupied the market and leading positions in technology.
On September 10, silicon link integration (688469.SH) stated at an investor relations event that the company's main focus in the field of consumer electronics includes: 1. Mobile phones and wearable applications: The company's MEMS sensors and lithium battery protection chip products have taken the market and technology leading positions, achieving a new round of growth in shipments and market share. High-performance microphones (SNR>70dB) and inertial sensors (IMU) for high-end phones have entered mass production. The company has introduced a new generation of manufacturing platform for lithium battery protection for phones, maintaining a leading position in the industry. 2. Home appliance applications:
ZhiChips (688469.SH): plans to launch a high-reliability, high-performance special MCU platform in the second half of the year.
On September 10th, Chipbond Integration (688469.SH) stated in its investor relations activities that in the first half of the year, with the recovery of market demand and the trend of domestic chip production, the company's 8-inch silicon-based product line has achieved full capacity utilization. The SiC wafer production line, 12-inch silicon-based wafer production line, and corresponding module production line have significantly improved their capacity and capacity utilization rate. The company has established three core growth curves, covering different product fields and application directions. The cyclical synergy and mutual promotion effects of each growth curve ensure the company's continuous and stable revenue growth in the future. The company will continue to adhere to the strategy of technology + market.
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