南亞新材(688519.SH):5G通訊領域使用的高速材料均已研發完成並進入量產階段
格隆匯8月11日丨南亞新材(688519.SH)近期在接待機構投資者調研時表示,公司5G通訊領域使用的高速材料均已研發完成並進入量產階段。NOUYA8層級材料已經獲得核心終端客户的認證,同步於多家重要客户認證中,材料的電性表現優異,完全可符合800G產品的性能要求。同時本司配合重要客户的需求,開發NOUYA9層級的材料,目前產品已經完成實驗室級驗證,預計於2023年Q4啟動PCB板級驗證。
公司高速產品佔比近10%,其中一半左右為M6等級材料,產品主要用於數據中心、服務器等領域。公司高速系列產品均已完成儲備並實現量產,加之子公司的擴產具備批量供貨能力。未來一旦終端起量明顯,公司產品必有一個比較好的表現。
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