移遠通信(603236.SH):在智能模組、AI算力模組、短距離模組、GNSS、天線、ODM、雲平台等領域均在做持續性的投入
格隆匯4月27日丨移遠通信(603236.SH)於2023年4月24日召開電話會議,就“2、公司投入的新的業務領域及產品線有哪些?何時有明顯的回報情況?”,公司表示,現階段,公司在智能模組、AI算力模組、短距離模組、GNSS、天線、ODM、雲平台等領域均在做持續性的投入。ODM業務團隊目前有400多人,大約有160個項目同時在開發,22年ODM業績同比增長了280%以上,天線業務線開發了幾百種天線產品,非常受客户歡迎,這些業務增長都快的;另外雲業務也已經積累了500多家客户,新的產品線項目階段包括開發、測試、認證等,需要較多的研發投入,需要一定的回報週期。
公司涉及的下游行業領域比較分散,也有利於風險的分散。萬物互聯時代,公司想做的是依託科技創新優勢以及模組龐大的客户羣,去推動產品延伸,進而提升公司的綜合競爭實力。公司佈局的業務領域行業空間都非常大,我們希望這些領域未來都像我們現在的模組業務一樣,做到業內領先。基於現有的客户羣優勢,公司在與客户的密切溝通中去發掘更多的需求,及時抓住客户提供的新的業務機會,積極地做前期投入佈局。
另外公司前裝業務已經贏得了越來越多的長期的訂單,我們車載產品線越來越齊全,比如車載智能模組、Wi-Fi&BT模組、GNSS定位模組、UWB模組、車載天線等。汽車一般上市週期都比較長,有些汽車從開發到測試到認證到量產,需要三到五年時間。車載業務我們佈局較早,現在已經為全球60多家Tier1供應商和40多家全球知名主流整車廠提供服務,其中包括一些全球Top級車廠。
此外,5G、AI等領域的智能化方向不可阻擋,未來公司的這些產品線的前期投入都將帶來連續性的業績貢獻。
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