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敏芯股份(688286.SH):微差壓產品、氣壓計產品等上量較快 需求旺盛
格隆匯 07-25 07:49

格隆匯7月25日丨敏芯股份(688286.SH)近日在接待機構投資者調研時表示,消費類電子如手機、耳機目前看來景氣度持平,但新賽道比如微差壓產品、氣壓計產品等上量較快,需求旺盛。IMU、汽車壓力模組等產品隨着下游客户的導入和測試,也將引來量產訂單。隨着AI的應用快速發展,語音交互會成為主流的交互入口,必將帶來聲學傳感器的應用領域及技術升級的增加,公司作為聲學MEMS出貨量領先的廠商且具有全產業鏈研發能力的企業,必將在這一波AI帶動的產業升級浪潮中獲得新的市場機會。

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