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電科芯片(600877.SH):公司BMS芯片目前主要應用於儲能方面
格隆匯 06-28 18:29

格隆匯6月28日丨有投資者向電科芯片(600877.SH)提問:公司在車載芯片方面的新訂單、新客户情況如何,何時能夠看到相關訂單的放量?

電科芯片回覆:車載芯片是公司未來發展的核心方向之一,也是當下重點發展業務。目前比較成熟的產品為車載衞星定位導航和慣導SoC芯片,已經通過相關車規認證。公司正在積極拓展知名車企的訂單,進行相關認證工作。短期內該產品對公司業績增長仍需要時間積累,同時與車企整體認證節奏相關。

車載相關的電子開關、驅動芯片屬於上市公司子公司芯億達的產品,目前已向部分車企進行試產階段的小批量供貨,但產品還在進行相關車規認證中。隨着未來整體認證通過,相關產品市場有望實現拓展。由於目前該類產品的價值量有限,短期內對公司整體業績影響不大,但鑑於車載電子開關、驅動芯片應用場景較多,公司希望完成系列化產品的開發,進而實現更好的市場拓展與產品價值提升。

公司BMS芯片目前主要應用於儲能方面,未來計劃儘快通過車規認證進入車載市場。另外,北斗短報文芯片也有望拓展至車載領域。因此,汽車電子芯片是公司正在努力突破的全新市場領域和核心增長點。

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