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泰晶科技(603738):TCXO量價、毛利率有上行空間
格隆匯 05-08 15:02

格隆匯4月18日丨有投資者向泰晶科技(603738)提問:後面毛利率的走勢如何?

泰晶科技回覆:TF系列穩定,逐步上行微調,毛利率優勢來自於產品、設備、原材料一體化帶來的優勢。MHz同質化產品競爭帶來價格下探,目前在進行市場調整,毛利率會逐步根據小尺寸佔比提升而優化。K系列價格基於市場變化,後續結合主要通訊模型應用場景、電力載波、工控等市場,對應K系列需求量增長帶來稼動率提升,從而降低成本上行壓力。此外TCXO出貨量正在提升,去年擴產疊加市場增量,TCXO量價、毛利率有上行空間。

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