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中穎電子(300327.SZ):白色家電MCU市佔率還比較低,有增長空間
格隆匯 07-05 15:07

格隆匯7月5日丨中穎電子(300327.SZ)於2024年7月3日接受特定對象調研 ,就“家電的增量和優勢在哪裏?”,公司回覆稱,公司的白色家電MCU市佔率還比較低,有增長空間。白電MCU市場,瑞薩等外商佔比大,國產替代空間大。公司有本土化、供應鏈的優勢,中長期有國產替代的潛力。白色家電MCU供應鏈的壁壘很高,產品要求高,產品生命週期長,公司產品品質好,有技術積累的優勢。WIFI-MCU新品有市場潛力,符合智能家居的發展趨勢。家電終端廠自研專用型IC不一定符合商業邏輯,因為不能達到規模經濟,公司Fabless的商業模式有優勢。

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