山石網科(688030.SH):預計公司後續60%硬件產品業務線都搭載ASIC芯片
格隆匯2月7日丨山石網科(688030.SH)披露投資者關係活動記錄表顯示,FPGA業務線主要是搭載FPGA芯片的防火牆產品,從2022年正式開始進入銷售;根據業績預吿數據,其2023年銷售金額大於1000萬,同比增長近3倍。基於FPGA產品的性能大約為300Gbps,適用的客户羣體主要有互聯網公司、銀行、證券、保險等金融客户,尤其是在快速交易、低延遲場景下具備較高競爭力。公司計劃2024年推出幾款基於FPGA信創平台,保持公司在信創中高端平台的性價比優勢,有望繼續保持較快增長趨勢。
目前ASIC硬件平台的準備工作已基本完畢,等待ASIC芯片流片完成後進行調試。預計公司後續60%硬件產品業務線都搭載ASIC芯片。
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