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廣和通(300638.SZ):海外車載5G已經中標幾個大客户
格隆匯 08-08 09:03

格隆匯8月8日丨廣和通(300638.SZ)近期在接待機構投資者調研時表示,公司海外車載產品為數傳模組,出貨均為4G產品,預計4G產品仍有較長的供貨週期;海外車載5G已經中標幾個大客户,目前處於研發轉產的階段,大批量出貨預計要到2025年,供貨週期也較長。

國內車載5G上市快於海外,但今年出貨仍然以4G為主,國內車載產品分為智能模組和數傳模組,智能模組收入佔比超過50%,公司在智能模組產品形態上具有較強的先發優勢和技術沉澱,未來網聯汽車的滲透率仍會繼續提升,產品附加值也會逐步提高,進一步促進車載業務持續增長。

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