At the media exchange meeting on the afternoon of November 20, NOVOSENSE (688052. SH) Chairman and CEO Wang Shengyang disclosed the company's latest developments in the field of microprocessor (MCU) technology for the first time. NOVOSENSE announced the joint launch of the NS800RT series of real-time control MCUs with Xinxian Semiconductor at its Suzhou headquarters, which marks the company's firm commitment to providing complete solutions in the optical storage inverter, new energy vehicle and industrial automation markets. Wang Shengyang emphasized that the importance of MCU as a core technology should not be underestimated.

Wang Shengyang pointed out: "MCU is an indispensable link. Without MCUs, it's difficult for us to talk to our customers about the evolution of next-generation applications. This view not only reflects his deep understanding of the product, but also shows that the MCU plays a role as a bridge between the upstream and downstream in the entire industry chain. The rapid development of emerging industries such as photovoltaic and energy storage is inseparable from the guarantee of MCU technology, and NOVOSENSE actively seeks innovation and breakthroughs in this torrent.

It is worth mentioning that NOVOSENSE did not choose to develop its own MCU, but chose to cooperate with Xinxian Semiconductor. Wang Shengyang explained: "The business model and team background of analog chips and MCUs are completely different. Professional people do professional things. This open and cooperative attitude reflects NOVOSENSE's determination to work with professionals in the industry to promote technology development.

In the MCU market, Texas Instruments' C2000 series has dominated for a long time, and the market demand for its replacement products is not strong, which shows that the C2000 has a very strong customer stickiness. In response to this market situation, Wang Shengyang said that the NS800RT series MCU has the ability to compete with similar products of international manufacturers at many levels, and in the future product iteration, the rapid progress of the domestic chip industry provides a good foundation for the development of new products.

Another eye-catching topic is NOVOSENSE's M&A strategy. Wang Shengyang revealed that the company currently holds 1.553 billion yuan of monetary funds and 1.991 billion yuan of transactional financial assets, and is looking for suitable merger and acquisition opportunities. "We will complement our product portfolio or expand into new tracks around the company's main channel, with the goal of achieving greater business integration through mergers and acquisitions," he said. ”

For example, NOVOSENSE recently plans to acquire 100% of the shares of McGoun Microelectronics, precisely to strengthen the technical layout in the field of magnetic sensors. Wang Shengyang pointed out that McGoun has advantages in encoders and angle sensors, which is a good complement to NOVOSENSE's current focus on current sensors.

At present, the domestic chip market is accelerating, especially in the combination of analog and digital chips. For example, GigaDevice (603986. SH) is actively expanding its analog chip business and enhancing its market competitiveness through acquisitions. Wang Shengyang believes that with the further development of the domestic market, from the perspective of technology and product synergy, this trend will continue to promote the upgrading of the overall industry.

In the face of the rapidly changing market environment, Wang Shengyang also mentioned the importance of artificial intelligence (AI) in the modern semiconductor industry. In particular, the broad prospects of AI in MCU design, optimization, and application will bring a new paradigm shift to the industry. In product development, AI can not only significantly improve design efficiency, but also bring revolutionary improvements in user experience.

For example, the recent emergence of AI painting and AI writing tools is a good example of the application of AI technology in the field of creation. The use of such tools has undoubtedly improved the efficiency of creation and stimulated the creative potential of more people. In this context, Wang Shengyang called on more industry participants to pay attention to the carrying capacity of AI technology in product applications.

To sum up, NOVOSENSE's entry into the MCU field and its cooperation with Xinxian Semiconductor indicate that the industry may have a new atmosphere in the future. With the expansion of the company's business and the improvement of the product line, NOVOSENSE is expected to create a broader prospect in the new energy and industrial automation markets. Wang Shengyang's strategic vision and accurate grasp of industry trends will undoubtedly promote the company to move towards higher goals.

For the general reader, paying attention to these technological developments can help to better understand the development of the technology industry today, and also provide an important reference for individuals or enterprises to invest in technology. In the process of actively embracing new technologies, it is the attitude of every technology participant to always maintain rational and forward-looking thinking.