瀾起科技(688008.SH):公司在內存接口芯片上的市場份額穩定,保持相對領先
格隆匯8月7日丨瀾起科技(688008.SH)近期在接待機構投資者調研時表示,目前DDR5內存接口芯片的競爭格局和DDR4內存接口芯片類似,全球只有三家供應商可提供第一子代量產產品,公司在內存接口芯片上的市場份額穩定,保持相對領先。基於公司技術實力、國際標準制定的話語權、核心團隊的穩定性等因素,未來有望在該領域繼續保持競爭優勢。在配套芯片上,目前公司是量產SPD和TS兩家主要供應商之一;PMIC的供應商相對更多,在初期競爭會更復雜。
在PCIe Retimer芯片上,在PCIe 4.0時代,公司是全球能夠提供PCIe 4.0 Retimer芯片的三家主要企業之一;在PCIe 5.0時代, 2023年1月,公司已量產PCIe 5.0/CXL 2.0 Retimer芯片,是全球第二家宣佈量產該產品的廠家。在MXC芯片上,公司於2022年5月發佈全球首款CXL內存擴展控制器芯片(MXC)。
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