研報掘金丨第一上海:翱捷科技芯片業務有望充分受益這一輪AI應用爆發的浪潮
第一上海研報指出,翱捷科技(688220.SH)是一家提供無線通信芯片,移動SoC芯片,以及超大規模ASIC芯片定製服務的平臺型芯片企業。公司產品已經完成蜂窩基帶芯片、智能手機SoC芯片、非蜂窩通信芯片的全佈局。隨着AI時代的到來,以消費電子爲代表的下遊應用有望迎來新一輪的繁榮。此外,AI應用的繁榮,也大幅增加了定製化芯片的需求。公司的芯片業務有望充分受益這一輪AI應用爆發的浪潮。在AI帶動新一輪應用創新的大背景下,以智能汽車、智能家居、可穿戴設備爲代表的應用將迎來新一輪的繁榮,公司產品有望跟隨AI應用落地而滲透到各行各業。此外,公司第一大股東爲阿里巴巴,直接持有公司15.43%股權。
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