安凱微(688620.SH):目前物聯網攝像機芯片市場的需求量還是比較大的
格隆匯1月17日丨安凱微(688620.SH)接受特定對象調研時表示,目前物聯網攝像機芯片市場的需求量還是比較大的,比如典型應用之一的家用攝像機終端的市場需求還在持續的增長。安凱微的物聯網攝像機芯片在這個市場具有一定的影響力。目前如國內三大運營商、TP-LINK等品牌和方案商客户都已經有采用安凱微芯片的終端在市場大量銷售,部分也會銷往海外。直接採購和間接採購都是這個行業比較常見的業務模式,客户會基於自身需求,如供應鏈安排或者需要的技術支持服務等,決定使用直接採購還是間接採購的方式。關於直接銷售與間接銷售的比例,2023年我們暫沒有詳細的數據,在編制定期報吿的時候如果達到披露要求,我們會依規則及時披露。
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