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瑞聲科技(02018.HK)首季收入同增14.1% 聲學業務毛利率環比維持穩定
格隆匯 05-12 12:31

格隆匯5月12日丨瑞聲科技(02018.HK)公佈2022年第一季度業績,期內集團實現收入48.96億元人民幣(單位下調),同比增長14.1%;毛利為9.57億元,公司擁有人應占溢利為2.05億元,每股基本盈利為0.17元。

其中,2022年第一季度,集團聲學業務實現收入為22.3億元,同比增長6.4%,毛利率為26.6%。與2021年第四季度相比,毛利率環比維持穩定。安卓聲學產品方面,集團將持續推進市場多元化策略,積極開拓筆記本電腦、平板、可穿戴等非手機市場,預期2022年這部份收入將超過安卓聲學的5%。同時,集團將通過標準化揚聲器方案推出更具性價比的產品,滿足高性價比市場的需求,提升集團市佔率,以進一步帶動安卓聲學產品的收入增長。

車載聲學業務進展順利,其中整體車載聲學解決方案項目,預計在2022年開始量產。調音以及軟件算法的項目已經在開發過程中。另外,頭枕揚聲器的項目將按預期在明年正式量產交付。今年,憑藉多年的精密製造的技術儲備,集團正積極與傳統造車廠以及新能源汽車品牌溝通,共同打造差異化體驗的產品和方案。

2022年第一季度,安卓橫向線性馬達出貨量為1700萬隻,同比增長20.5%。集團推出的超寬頻X軸線性馬達,結合獨特的觸感解決方案,為用户帶來更好的觸感回饋和振動效果,贏得了市場的廣泛好評,這將加速橫向線性馬達在高端及中低端手機機型的滲透。新市場方面,集團目前已經進入全球領先的頭部VR公司供應鏈,併為其提供橫向線性馬達產品。集團也在打造可平台化應用的筆記本電腦觸控板超薄馬達,此外還將推出車載觸覺回饋解決方案,並爭取今年拿到定點項目。集團預期2022年安卓橫向線性馬達出貨量將保持高速增長。

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