受益AI手機升級,瑞聲科技散熱業務全年收入同比增長40.1%
2024年瑞聲科技收入創歷史新高,爲人民幣273.3億元,同比增長33.8%,毛利率爲22.1%,同比提升5.2個百分點,淨利潤同比增長142.7%至人民幣18.0億元,盈利能力大幅提升。
財報顯示,得益於橫向線性馬達、金屬中框、轉軸及VC散熱板等產品在客戶旗艦機和摺疊機中的規模化應用,2024年全年瑞聲科技電磁傳動及精密結構件業務分部收入97.1億元,同比增長17.8%。毛利率爲23.3%,同比提升3.2個百分點。
金屬中框方面,瑞聲科技導入更多中高端機型和摺疊機,收入同比增長近24%,目前已成爲安卓陣營手機金屬結構件頭部供貨商。據此前媒體報道,瑞聲科技聯合華爲Mate XT創新開發了全球首款超薄金屬中框,此外還是榮耀Magic V3、小米15、華爲Mate系列等爆款機型的金屬中框主要供應商。
散熱業務方面,2024年全年收入爲3.26億元,同比增長40.1%。作爲全球領先的手機散熱方案供貨商,瑞聲科技依託先進技術和交付實力,以超輕薄、多結構和高散熱性能的VC產品獲得各大主流客戶的高度認可。根據研報信息,瑞聲科技已成爲國內旗艦智能手機散熱片的主要供應商,份額超50%。
筆電機殼業務方面,得益於高價值量的新項目放量和PC市場需求回暖,該產品線收入達到13.5億元,同比增長53.3%。
瑞聲科技管理層表示,隨着手機性能算力提升和AI大模型本地部署,手機散熱需求不斷提升,集團將進一步強化技術創新,積極配合主流大客戶的升級需求,打開散熱業務巨大的新增長空間。
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