Win Semiconductors Corp

Semiconductors Corp Mr. Wang Yuqi, Dr. Wang Chen Guohua, Mr. Chen, Mr. Chen, Mr. Chen, Mr. Chen, Semiconductors Corp last year's fiscal year financial situation. Finally, I would like to invite Vice President YC to give you a technical development and industrial transformation explanation. Finally, we will have Q&A time. We will have a discussion with you. Today's meeting is about an hour long. It is expected to end at 3 o'clock. We will officially start the meeting now. Before we officially start the briefing, I would like to remind everyone that all the content in the meeting is for reference purposes only. We do not provide any investment advice. The Wealth Management Committee does not take any responsibility for the investment behavior of the participants. Semiconductors Corp

Hello, everyone. I'm here to tell you about the 4th quarter of last year, as well as our outlook on the first quarter and even 2024. First of all, let me explain. In the 4th quarter of 2023, the recovery of storage of Android mobile phones and the demand after the release of the new high-end smart mobile phone in the global market uh uh uh Semiconductors Corp Semiconductors Corp Semiconductors Corp Semiconductors Corp The end of 2023 is not the end of political risks. Looking back at the whole year, the whole epidemic is gradually declining, but the relative economy has not recovered very quickly. So it is still under the veil of the whole. In addition, some regional conflicts in the world continue. The Second World War has not yet come to an end, and the conflict is rising again. Semiconductors Corp This is Corp Corp Corp Corp Corp Corp Corp Corp will bring us a long-term growth performance. In addition, the penetration rate of mobile phones in 5G will also start to jump from the 5th level this year. The infrastructure construction will also come up slowly. Some handheld devices and short-range infrastructure construction, including the current Wi-Fi, will go from 6E to 7E. Corp Corp Corp Corp Corp Corp Corp Corp Corp Corp Corp This is what I think about various applications in 2024. I think the first quarter, because of the introduction of the traditional egg season, we now estimate that the revenue will be called the previous quarter, which is the fourth quarter of last year, the percentage of low-teens will drop, and the profit will be at the level of mid-twenties. Thank you.

Hello, everyone. Next, I will explain the financial situation of the fourth quarter. Please take a look at your statement. Let's start from the fourth page. Semiconductors Corp uh uh uh uh uh uh 13.1% Semiconductors Corp Gross Module Cellular Wifi Wifi So, to sum up, except for the downfall of Wi-Fi, there is a growth of about two digits in the rest. This is a change in the products of the fourth quarter. This is what our general manager mentioned just now. Okay. Income Statement Income Statement Income Statement Income Statement Income Statement Semiconductors Corp Semiconductors Corp Semiconductors Corp Oh Oh Semiconductors Corp Corp Corp Corp uh uh Fletish Capital expenditure Plus and minus. Plus and minus Bioshock Corp Corp Corp Semiconductors Corp Semiconductors Corp Semiconductors Corp I'm So, in the latter part, ECB's impact on our IS and VS will gradually increase. Finally, the entire financial index. In the fourth quarter, the flow rate went back to more than 100%, 135%. Previously, it was 19.7%. Because during the fourth quarter, there was an increase Next, let's welcome YC, the Vice Chairman, to share with you some of the technologies and industries. Thank you. Thank you. Next, I will share with you

Semiconductors AI Access Nautia Semiconductors Corp Now, in order to reach AI, there are actually three key elements. The first one, of course, is the computing and storage part of a huge amount of data. The second one is the super-fast data transmission on the left. The third one is that we still need to have some kind of intelligent sensing components in the middle. Foundry Semiconductors Corp HBT Wi-Fi 7 Beyond 5G Beyond 5G is the next generation of 5G Sometimes it is called FR3 7GHz to more than 10GHz Next generation smart phone frequency They also successfully verified that Our HPT7 can be suitable for the next generation FR3 Power amplifiers Next technology is PAM Focusing on Semiconductors Filtre Filtre Semiconductors Corp Intelligent Phosphate Base Laser Diode This is what we have done in the super high-density data transmission part. In terms of smart sensor, of course, VIXO is what we are most familiar with. Semiconductors Semiconductors Corp Semiconductors Corp High Power LiDAR will be so great. Okay. 100 GW per second per length of this VIXO and it will leverage our 6-inch deepening process. This will be a very advanced process. In terms of purification, we have also developed, whether laser or photodetector, this is used at a relatively medium-long distance. VIXO is probably a relatively short distance. Purification is Data Center That's it for this presentation. Semiconductors Corp Uh uh uh uh So you can see that a 5G cell phone has a PA content of 50% to 100% more than a 4G cell phone. So even if the cell phone doesn't grow, Wi-Fi 7 Oh man, it was just this year. Semiconductors Corp uh uh uh Satellite E-band Satellite Semiconductors Corp Spines Leaves Semiconductors Corp AI data center AI data center AI data center P-Hand Driver IC LiDAR Nixle Laser diode Wexel Wexel Wexel Wexel Wexel Wexel Technology. Wi-Fi 7 Adoption Satellite Communication AI Data Center Thank you Dr. Wang Yuqi

I have a question I'd like to ask. If I'm wrong, please correct me. The company's entire strategy is focused on RF, 3D, and optical communication. But I can see the situation now. Of course, the future trend is clear. It's the company's true image. But in terms of RF, we're facing a crisis.

Thank you, Rick. I think, indeed, from what we have just seen from the briefing, indeed, the direction of these strategies to be developed, the volume of RF is still the largest. Indeed, there will be a big competition there. As you said, I think this issue, whether it is in China, High-end technology That's it. That's it. So you can see that like in the past, Global market share We are still focusing on developing more advanced technologies and working with IBM to expand the functionality. Secondly, regarding the 3D staging, I think it is because of the limited use of the middle end. As the middle end customers import more supplies, I think this will lead to a bigger competition. Semiconductors Corp Oh

I think what Rick said is not wrong. In terms of light, we are a post-progressor. But post-progressor doesn't mean that we can't catch up. In fact, I think we are the best example on VIXO. On the other hand, in 2017, we were also a post-progressor on VIXO. But we can leverage. At that time, no one was doing it. VIXO was doing it in Liuchun. A.I. Data Center

What is the show?

Smartphone's inventory is much better than last year. We also see that the customers still have a new light in the sky. New products are being made in a new era. So we don't see too much of an issue with the inventory. As for the output part, uh uh San Francisco

HSBC I want to ask Actually, using last year's data to look at the new 3G Sensing who came in In fact, the market share in 2023 may not be as big as we thought Because last year in May, the company management said that it would be about three-thirds of the next trend But then we used the data to look at it, maybe it was not as big as we thought in the first year Does that mean This year, we will see more downside in D13C. This is the first question. The second question, I would like to ask about the reason why the revenue has decreased. In the 11th page, there is another number. In this part, I actually see a negative number of about 160 million. I want to know what is in this other number. Is it because of the drop in the price of China's agricultural business? Or is there something else we don't know? It's all reflected in the numbers of the public sector. Thank you. I'll answer the first question first.

The second question, please answer it. 3D thinning, actually, from our fourth quarter, we can see that there is a good amount here. Semiconductors Corp Semiconductors Corp There's a lot of competition in this area. At the moment, we do have this view. Thank you. Regarding the other products,

Hello everyone, my name is Jerry. I want to ask you two questions about Wi-Fi. The first question is that we just talked about the fact that in the past, there were some PAs that used the C-based solution. Can you help us to clarify the difference between the so-called C-based and compound? The second question is that because we know that Wi-Fi PAs can be used, for example, they can block the so-called I think the details of the details may not be easy to see. But indeed, in the past two years, you may have seen that our Wi-Fi is relatively

35 years ago, there was a significant decline in percentage. This is indeed the Wi-Fi client on our mobile phone. It is indeed on the computer. Lost to the solution of C&C. This is probably a look at the count. But since June 1st of last year, Indeed, we saw that our clients are gaining. share share share share share share share The second war

Uh, uh, uh, uh, uh,

Thank you

I'd like to ask that the current production capacity is also for employees. What are the expectations that we are looking for now? And we can't say the same for the machines as well. We do hope that the customers will balance some orders, and then the expected rate of delivery is this year, right? That's my first question. I'd like to answer this question.

Corp Corp Simplified

Uh...

I have a question for you. First, I would like to ask, in the past, we have seen a lot of new movements in the media, including LEO and telecommunications. I have a question for you. What do you think about the future of this sector and the growth of the sector? Are you referring to the telecommunications sector or the telecommunications sector?

Um... Semiconductors Corp Semiconductors Corp Thank you Thank you very much.

Thank you for your participation. I have a few questions.