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恒玄科技(688608.SH):手錶芯片每年佔公司營收的比例在提升
格隆匯 06-05 16:10

格隆匯6月5日丨恒玄科技(688608.SH)2023年5月接受特定對象調研時表示,公司已經在手錶市場佈局了三四年,目前手錶芯片產品已經迭代到第二、第三代,已經導入了華為、小米、vivo等品牌的主流運動手錶,第一個智能手錶項目也已量產發佈。整體來説,我們在手錶市場競爭力在加強,份額提升,供應商地位也更穩固,手錶芯片每年佔公司營收的比例也在提升。

雙系統智能手錶我們認為是手錶的一個重要發展趨勢,這種方案能夠很好平衡手錶的智能化應用和續航問題,給公司當前的低功耗可穿戴芯片提供更大的市場空間。

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