芯海科技(688595.SH):今年在汽車、工業、計算機領域將會推出多款產品
格隆匯5月16日丨有投資者向芯海科技(688595.SH)提問:公司在各個渠道經常説研發不能急功近利,但是在如此巨大的研發費用率以及股權激勵費用下,請展望公司業績拐點在哪裏?
芯海科技回覆:您好,感謝您對公司的關注!近些年市場開放給了我們與國外廠商同台競技的機會,工業和汽車客户向國內IC廠商開放後提出了很多需求,他們急於尋找國產替代的產品,市場增量的空間是巨大的,如果不在此時加大投入,可能會失去先機。
公司目前所處的消費電子市場正在承受週期性壓力,我們選擇做“逆行者”,練好內功,用管理的確定性來應對外部環境的不確定性。在夯實老產品的存量業務,靜待需求復甦的同時,積極開拓新產品的增量市場,公司今年在汽車、工業、計算機領域將會推出多款產品。
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