利揚芯片(688135.SH):2022年公司已完成全球首顆北斗短報文芯片的測試方案開發並進入量產階段
格隆匯1月17日丨利揚芯片(688135.SH)近期在接待機構投資者調研時表示,公司早在2012年已經涉及北斗相關芯片測試方案開發並積累相關技術。在2022年公司已完成全球首顆北斗短報文芯片的測試方案開發並進入量產階段,短報文芯片由戰略合作伙伴西南集成設計研發,公司為該芯片獨家提供晶圓級(CP)測試服務。2023年,公司分別為智能手機中的衞星通信基帶芯片和射頻(發射/接收)芯片進行量產測試,兩家客户均由公司提供獨家量產測試。公司預計北斗短報文、衞星通信等類型芯片將陸續在中高端智能手機搭載,有助於提振低迷的智能手機消費市場,隨着其應用的逐漸普及,有望在未來迎來巨大市場的需求。目前該類型芯片的測試技術服務對公司2023年營業收入貢獻影響較小,對公司未來營業收入和盈利能力的影響程度具有一定的不確定性。
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