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中科藍訊(688332.SH):產品已進入TCL、傳音、科大訊飛等終端品牌供應體系

格隆匯2月13日丨中科藍訊(688332.SH)在2月8日至2月10日接受特定對象調研及電話會議時表示,公司是業內較早採用RISC-V指令集架構作為技術開發路線的芯片設計企業,基於開源的RISC-V指令集架構,配合開源實時操作系統RTThread,自主開發出高性能CPU內核和DSP指令,實現了各種音頻算法。

目前公司產品已進入TCL、傳音、魅藍、NOKIA、飛利浦、聯想、鐵三角、創維、紐曼、山水、惠威、摩托羅拉、喜馬拉雅、倍思、boAt、科大訊飛、夏新、網易、唱吧、QCY、天貓精靈、魔聲Monster、Sudio等終端品牌供應體系。

從2021年“亞馬遜事件”至今,消費電子行業就一直處於去庫存狀態,目前藍牙音頻市場相對其他市場庫存水平較低。近期中低階產品的市場需求恢復較快,白牌市場的訂單需求增速較高。2022年9月開始進入行業傳統旺季,市場需求開始回暖,但與真正的旺季相比仍有一定差距。隨着2022年底對新冠病毒的防範政策調整,國家出台一系列政策來促進消費市場活躍度提升,2023年以來,公司出貨量基本保持在正常水平。

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