翱捷科技(688220.SH):5G蜂窩物聯網芯片在一段時期內對營收貢獻的程度不大;R17 RedCap的研發正在進行中,預計明年上半年流片
格隆匯6月2日丨翱捷科技(688220.SH)於2023 年 5 月份接受機構調研、現場參觀或召開業績説明會等等,交流環節中,就“公司已量產的5G蜂窩物聯網芯片是屬於R15的嗎?公司R17 RedCap研發進度如何?何時可以流片呢?”,公司回覆稱,公司5G R15蜂窩物聯網芯片已經進入量產階段,考慮到5G蜂窩物聯網的高速率應用尚未完全打開,且運營商資費比4G高,因此我們評估5G蜂窩物聯網芯片在一段時期內對公司營收貢獻的程度不大。R17 RedCap的研發正在進行中,預計明年上半年流片。
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