移遠通信(603236.SH):移遠已形成了完善的車載產品隊列
格隆匯3月1日丨移遠通信(603236.SH)近期在接待機構投資者調研時表示,公司涉及的下游行業比較分散,車載、網關、能源、泛支付類等為公司較大的業務支撐領域。其中,車載應用非常多,移遠已形成了完善的車載產品隊列,不僅在5G/4G車載通信、智能座艙、C-V2X車路協同等領域打造了豐富的產品線,也推出了車規級Wi-Fi/藍牙/UWB、GNSS模組以及車載天線等優秀產品,為汽車行業帶來一站式的智能化升級方案,獲得了越來越多客户的認可。在網關領域,5G FWA也是5G市場中很有潛力的場景之一。相較於4G FWA,5G FWA有更高的速率和帶寬,並且擁有eMBB(增強移動寬帶)、uRLLC(超可靠低時延通信)和mMTC(大連接物聯網)的能力,賦能更多智能終端應用。
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