恒爍股份(688416.SH):公司的MCU產品還是具備一定競爭性的
格隆匯7月20日丨有投資者向恒爍股份(688416.SH)提問:如何看待目MCU市場的激烈競爭
恒爍股份回覆:公司MCU業務開始於2020年,目前正處於發展階段。國內目前整體通用MCU正處於整合階段,在現階段需求疲軟的大環境下,渠道和客户庫存消化不及預期,每家MCU廠商均面臨着激烈的競爭局面,價格方面確實存在壓力。但對於終端客户來説,公司作為上市公司,且目前公司的MCU產品在程序存儲容量、隨機存儲容量和靜電抗干擾等方面具有一定優勢,疊加這個階段客户對MCU的選擇更加謹慎和理性,對於很多大型客户或者終端產品價值較高等應用,公司的MCU產品還是具備一定競爭性的。
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