樂鑫科技(688018.SH):客户對於2024年的預期會比2023年樂觀些
格隆匯10月25日丨樂鑫科技(688018.SH)接受特定對象調研時表示,客户對於2024年的預期會比2023年樂觀些,在訂單可見度上大家仍然很保守,不願意提前備貨。但隨着公司的產品線日趨豐富,以及越來越多的客户熟悉我們的方案開發,我們認為當經濟回暖時,公司營收將較容易地隨着客户業績復甦而拉動。我們的Wi-Fi 6和Thread產品線已經開始在開發者社羣中傳播,隨着公司應用參考方案的逐步推廣,這類新產品線也將開始貢獻營收。我們有信心將在新產品線上複製在Wi-Fi 4產品線上的成功。此外,我們會繼續拓展產品種類,進入攝像頭應用和低功耗藍牙市場。目前,雲平台業務也在推廣中。
未來,隨着公司生態建設日益廣泛,軟件開發支持越發熟練,產品的放量速度也會有所提升。
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