兆易創新(603986.SH):公司已經具備DDR3和DDR4兩條產品線多個產品型號
格隆匯9月27日丨兆易創新(603986.SH)在互動平台表示,在NOR Flash產品,據Web-Feet Research報吿顯示,公司2023年Serial NOR Flash市佔率排名提升至全球第二位。 在MCU產品領域,據Omdia統計全球MCU市場排名情況,2022年度公司全球市佔率約為1.8%。MCU市場空間比較大,公司目前全球市佔率還非常小,成長空間還很大。 在DRAM領域全球主要的DRAM廠商包括韓國的三星電子、SK海力士和美國的美光科技,佔據全球90%以上的市場份額。公司已經具備DDR3和DDR4兩條產品線多個產品型號,可以同時滿足客户對於不同類型、不同容量的產品需求,最近幾年在消費、工業、網通等領域穩步進入並放量。隨着逐漸打開客户和各領域的市場,總成交客户數量穩步增加,2024年上半年取得了比較良好的營收增長。
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