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裕太微(688515.SH):2023年2.5G PHY營收預計過千萬級 預計2024年將有更多增長空間
格隆匯 02-27 08:57

格隆匯2月27日丨裕太微(688515.SH)近日在接待機構投資者調研時表示,公司2022年和2023年千兆PHY的營收佔比都相對較大,過去運營商集採設備主要使用的是百兆和千兆的PHY芯片。我們的PHY芯片正在逐步滲透以往海外友商的市場份額。目前運營商集採設備升級,從千兆PHY升級為2.5G PHY,後續用量也將逐步增大,2.5G PHY隨着標準的定義完成,後續也將逐步替代百兆PHY和千兆PHY的部分電信市場。2023年公司2.5G PHY的營收預計過千萬級,預計2024年也將有更多的增長空間。

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