National Technology: MCU products have been introduced to customers such as Huawei and DJI

On the morning of July 1, National Technology released investor survey information. Recently, National Technology has received surveys from about 100 institutions, including Feng Mingyuan of Cinda Asset Management. National Technology said that the company's MCU products have been successfully introduced to many industry leading customers, such as Huawei, DJI, CATL, etc., and the sales and supply of products to Huawei have also obtained BIS approval.

In the past few years, National Technology has invested a lot of time, energy and resources in MCU chips. National Technology has made a detailed response to the layout planning of MCU products, the development forecast of MCU products and the current production capacity.

National Technology said that as stated in the company's regular reports in recent years, the company focuses on "general + security" products and market strategies, and forms three product lines around the three core technologies of security technology, radio frequency technology and SoC technology: security chip products, radio frequency products and general MCU products. (2) As of now, the MCU product market is still mainly supplied by international chip multinational companies, and local chip companies have a small share and have great room for development. The company will continue to invest in technology and deploy 32-bit high, medium and low-end full series and full product line MCU products. (3) Regarding the production capacity issue, the global chip production capacity shortage problem is prominent this year, and the company is facing a tight supply situation like its competitors. Upstream foundries and packaging and testing plants, especially foundries, have great difficulty and long cycles in expanding production, and it is expected that the tight supply situation will continue for a certain period of time. The company will go all out and strive for as much as possible on the production capacity issue.

Regarding the current customer introduction situation, National Technology said that the company's MCU products have been successfully introduced to many industry-leading customers, and more than 40 agents have been signed (data as of the end of May). MCU has a high degree of product dependence. Although the shortage provides a good opportunity for customer introduction, customers' requirements for chips have not changed, especially after the release of production capacity in the future, product performance is the decisive factor. The company's current research and development is based on customer needs, hoping to bring customers a user experience that exceeds the original product. At present, the company's MCU products have basically entered the mainstream market and brand, and the company's product sales and supply to Huawei have also obtained BIS approval.

In addition, another major business of National Technology, negative electrode materials, is getting better. National Technology said that Snow had faced huge difficulties in its development, but the current production and operation situation is gradually improving. Snow's graphitization capacity in Inner Mongolia has certain advantages. If it can reach an agreement with Posco Chemical on key issues, it will have a positive impact on Snow's development.

Snow Industry has successfully introduced major customers including Tianjin Lishen and Guoxuan High-tech, and customers such as CATL are in the introduction stage.