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瑞聲科技(2018.HK)2023上半年傳感器與半導體營收4.94億元,持續推廣自研MEMS麥克風
格隆匯 08-28 14:28

8月24日,瑞聲科技(2018.HK)發佈2023年中期業績報吿。2023年上半年,瑞聲科技收入為人民幣92.2億元,毛利率為14.1%,淨利潤為人民幣1.50億元。其中,傳感器及半導體業務收入為人民幣4.94億元,同比增長3.2%,毛利率為11.3%。

業績報吿顯示,瑞聲科技持續推廣自研MEMS麥克風,通過自主的結構化設計以增強產品可靠性,同時通過自主差異化設計以滿足客户不同的設計規格要求。馬來西亞工廠產能逐漸放量,與南寧和深圳工廠協同形成完善的國內外佈局,靈活滿足客户的需求。

瑞聲科技管理層指出,上半年全球智能手機市場恢復弱於預期,公司重點推動MEMS麥克風向高性能方向升級,提供更好的信噪比,同時逐步拓展在如車載、TWS、智能手錶/手環和AR/VR等非智能手機領域的滲透。

在車載領域,瑞聲科技成功開發出全套車載MEMS麥克風模組新品,包括語音麥克風模塊、E-call麥克風模塊、防水麥克風模塊、振動傳感器模塊等,可全面滿足分區通話、語音控制、主動降噪、緊急車輛監測等功能需求。該系列新品從傳感器芯片的設計到後端封裝製造,實現了全流程自主化、國產化。管理層透露,目前瑞聲科技已和全球知名汽車廠商達成合作,相關模組新品將於年內實現量產。

瑞聲科技的MEMS麥克風產品在尺寸、靈敏度、信噪比、聲學過載點等主要指標上均已躋身全球領先,市場份額多年穩居全球前列。相信隨着智能化浪潮帶動更多的智能語音交互需求,包括人工智能以及智能家居市場,預計將會給公司MEMS業務帶來更多的發展機遇。

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