According to the survey minutes disclosed by Unisplendour Guowei, on August 23, Unisplendour Guowei said in an institutional survey that the wafer supply was still tight in the first half of the year, and the company's smart security chip production capacity was limited. In addition, the Shanghai epidemic in the second quarter caused the shutdown of the company's downstream module factories, which affected the company's product shipment progress. It is expected that new production capacity will be released in the wafer foundry in the second half of this year.
Ziguang Guowei said that the company's products related to automotive chips are divided into two parts, one part is a vehicle-grade security chip, which belongs to the application scenario of the Internet of Vehicles and provides protection for automobile-related information security functions.
Ziguang Guowei pointed out that the other part is the vehicle controller chip, which is one of the company's important business directions in the future, and is supported by the convertible bond fundraising project. At present, the product has been tested on the road of the OEM, and the progress is smooth, and it is expected to be completed within this year. The automotive controller chip business has high barriers and is a business that the company attaches great importance to. It will not rule out further investment in this field in the future.
In terms of order delivery cycle, compared with the first half of this year, Ziguang Guowei's current order delivery cycle has become shorter. In the first half of the year, affected by the epidemic, the delivery cycle was very long. Now the normal delivery cycle is restored, which is basically 3-6 months.
In terms of R&D investment, Ziguang Guowei invested 466 million yuan in R&D in the first half of this year, a year-on-year increase of 37.66%. The total R&D investment for the whole year is expected to exceed 1 billion yuan, of which the expense accounted for about 80%.
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