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兆易創新(603986.SH):2023年傳感器出貨量取得比較好的增長 預期2024年有小幅成長
格隆匯 01-30 15:47

格隆匯1月30日丨兆易創新(603986.SH)投資者關係活動記錄表顯示,Q4是傳統淡季,2023年Q4營收同比正增長,環比Q3僅有約4%小幅下滑,NOR、DRAM、NAND、MCU和傳感器均出現企穩情況。

2023年全年NOR出貨量創新高,Q4 NOR亦維持較強的經營水平,但平均單價下滑對營收形成影響。NOR出貨量上升、市佔率提升,符合2023年公司以市佔率為主的經營策略;DRAM和SLC NAND 在2023年Q4出現價格小幅回暖,DRAM 價格有約10%提升。展望2024年,主流存儲價格將延續上升走勢,帶動利基存儲價格上升,公司DRAM和NAND價格將持續回升。MCU 業務2023年Q4營收企穩,同比2021年及2022年因缺貨帶來的高業績基數,2023年上半年MCU營收出現大幅下降,但Q4環比Q3企穩,期待2024年會有一定程度的反彈。

傳感器業務上,手機市場是2023年率先回暖的細分市場,但智能手機指紋芯片的滲透率趨於穩定,而指紋芯片競爭依然激烈,因此相對手機市場的回暖,傳感器產品價格回暖不明顯。2023年傳感器出貨量取得比較好的增長,Q4營收呈企穩態勢,預期2024年有小幅成長。

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