裕太微(688515.SH):預計2024年整體營收逐季增加 有望恢復到2022年營收水平
格隆匯7月9日丨裕太微(688515.SH)近期在接待機構投資者調研時表示,根據國際半導體產業協會(SEMI)近期公佈的統計數據,從區域分佈來看,2024年一季度中國大陸市場銷售額達125.2億美元,同比增長113%,連續第四季成為全球最大芯片設備市場。伴隨國內半導體行業呈現出復甦並增長的趨勢,截止2023年底,公司已形成網通以太網物理層芯片、網通以太網交換機芯片、網通以太網網卡芯片、車載以太網物理層芯片、車載以太網交換機芯片、車載網關芯片、車載高速視頻傳輸芯片七條產品線,共計47款產品已實現量產出貨。隨着公司產品矩陣的不斷豐富,疊加新品的放量以及工規級產品的去庫結束,預計2024年公司整體營收逐季增加,有望恢復到2022年的營收水平。
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