卓勝微(300782.SZ):中短期還是優先圍繞移動智能終端市場佈局
格隆匯5月11日丨卓勝微(300782.SZ)於2023年5月10日召開業績説明會,問答環節中,就“請問除了手機方面業務,相對單一,對VR/AR、汽車電子、衞星通信等其它領域射頻應用方面有沒有一些具體的佈局時間表及提高這些其它領域的營收佔比?物聯網方面藍牙微控制器的營收也很少,有沒加大銷售力度的考慮,還是產品競爭力不強的緣故?”,公司回覆稱,從產品技術積累上,公司一直在持續進行研發投入,包括通信基站、網通組網設備等領域。公司中短期還是優先圍繞移動智能終端市場佈局,手機領域是公司資源和佈局較為完整的領域,目前全球射頻前端芯片市場主要被歐日美傳統大廠佔據,手機市場在高端濾波器以及高端的PA模組上還有巨大的市場空間。根據Yole Development的統計,到2028年射頻前端合計市場規模將達到269億美元,公司目前市場佔有率仍然較低,未來公司將通過高端模組的佈局和推進,進一步提升品牌影響力和市場滲透率。長期而言,隨着芯卓能力的逐步建設,將為公司拓展更多的產品品類提供了更多可能性。
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