生益電子(688183.SH):目前已成功生產多款AI服務器產品用PCB 部分項目已進入到量產階段
格隆匯2月7日丨生益電子(688183.SH)披露投資者關係活動記錄表顯示,短期來看,由於服務器市場需求減弱,2023年全球服務器市場規模預計同比下降5%。雖然整體服務器市場形勢不佳,但AI服務器成為新的增長點, 根據ICD數據,預計2023年同比增長27%。中期來看,隨着庫存問題已基本得到解決,市場或將在2024年保持緩慢恢復態勢。
公司持續優化服務器領域產品結構,積極配合終端客户進行AI服務器產品的開發工作,目前已經成功生產多款AI服務器產品用PCB,部分項目已經進入到量產階段。隨着東城四期的投產提產,公司針對AI產品的產能將進一步擴大。
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