普冉股份(688766.SH):拓展更多光伏、服務器、三表、醫療器械等高毛利領域的市場
格隆匯6月8日丨有投資者向普冉股份(688766.SH)提問:請問公司後續在NOR Flash產品線的佈局策略是什麼?
普冉股份回覆:從工藝架構來看,未來128Mbit及以下,公司會以SONOS產品為主,ETOX產品為輔;128Mbit以上,公司會以ETOX為主。128Mbit以上的價值量及市場空間均大於128M以下容量產品,隨着公司大容量產品出貨比例的提升,會打開公司在NORFlash市場未來的增長空間。
從出貨的容量結構來看,Q1公司32Mbit-128Mbit中大容量產品出貨已超過40%,未來會持續提升。
從出貨的製程結構來看,公司第二代40nm SONOS製程產品迭代原本55nm已經超過一半的比例,公司會繼續推進迭代比例,持續優化產品性價比。
分終端領域來看,公司將夯實消費電子的基本盤,同步推進工控和汽車領域的導入及上量,拓展更多光伏、服務器、三表、醫療器械等高毛利領域的市場。謝謝!
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