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士兰微 Silan Micro (600460) – hsbc Frank He Speaker: 陈越 ， 董秘及财务总监 Product line IPM ( 智能功率模块 Intelligent Power Module) Been doing for 4y Mainly for home appliance: white goods (fridge, air con, washing machine) 2020 shipped: 1.8m units China gov pushing for green power supply in home appliance MCU We wanna do more Traditionally MCU in TV remote control We do power control too 加速度器 Acceleration sensor Phone brands Shipment: 20m units/mth China: Silan 1 st into phone brands and vol shipment Light sensor Sensor: Silan IDM model Fast charger Voice recognition: in white goods Fast charger: in phone and branded clients Strategy 重点：功率系统 power semi 市场： telco, home appliance 发力：传感器 MEMS sensor Super MOSFET, IGBT (FS FRD 大功率模块 PAM ， discrete) 2020: gen 5 in EV (China brand
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