Ziguang Guowei: the on-board controller chip has been tested in the vehicle factory and is expected to be completed within this year
According to the research summary disclosed by Ziguang Guowei, on August 23, Ziguang Guowei said in an institutional survey that the wafer supply was still tight in the first half of the year, and the company's intelligent security chip capacity was limited. In addition, the Shanghai epidemic in the second quarter led to the shutdown of the company's downstream module factory, affecting the company's product delivery progress. It is expected that the wafer foundry will release new capacity in the second half of this year.
Ziguang Guowei said that the company's products related to automobile chips are divided into two parts. One part is the vehicle specification level security chip, which belongs to the application scenario of the Internet of vehicles and provides guarantee for the information security functions related to automobiles. At present, it has realized small batch shipment.
Ziguang Guowei pointed out that the other part is the vehicle controller chip, which is one of the important business directions of the company in the future, and is supported by the convertible bond fund-raising project. At present, the product has been road tested in the vehicle factory, and the progress is smooth. It is expected to be completed within this year. The business barrier of on-board controller chip is high, which is the business that the company attaches great importance to. In the future, it is not excluded to further increase investment in this field.
In terms of order delivery cycle, compared with the first half of this year, the current order delivery cycle of Ziguang Guowei has become shorter. Affected by the epidemic in the first half of this year, the delivery cycle is very long. Now the normal delivery cycle is restored, 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, with a year-on-year increase of 37.66%. The total R & D investment in the whole year is expected to exceed 1 billion yuan, of which the expense accounted for about 80%.