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虹軟科技(688088.SH):一季度公司手機業務收入有所回升
格隆匯 07-26 08:50

格隆匯7月26日丨虹軟科技(688088.SH)近期在接待機構投資者調研時表示,公司智能手機業務提升的原因會因單個客户出貨量的上升而上升,也會因為單機價值量提升而給公司手機業務帶來正向效應。因為①公司商業模式分為固定模式與計件模式,計件模式下公司在合同約定的軟件授權期內,按照客户生產的裝載有公司算法技術智能設備的數量進行收費;②順應手機市場趨勢,公司向手機廠商供應新的功能產品,從而提升單機價值。這兩個方面是公司手機業務2023年乃至以後持續發展的動力。

前兩個年度,公司手機業務受到市場環境變化、原有客户手機出貨量下滑等多重因素影響,導致公司手機業務收入有所下降。今年一季度,公司手機業務收入有所回升,得益於公司新的技術產品獲得了很好的市場反響。

從過去的年份至目前,計算攝影產品尤其是拍攝產品,依然是手機的核心賣點。儘管OEM廠商在全球智能手機出貨量下滑的背景下在收縮成本,但對於新技術的需求依然非常迫切。所以,公司能夠做出一兩款特別好的產品,或者一個具有技術創新的產品系列,是極具市場競爭力的。

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