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天德鈺(688252.SH):沒有直接出口美國的芯片產品
格隆匯 04-09 16:40

格隆匯4月9日丨天德鈺(688252.SH)在互動平臺表示,公司沒有直接出口美國的芯片產品。公司芯片產品通過代理商銷售給國內的模組廠,模組廠完成模組交給方案商和終端客戶。 從公司業務結構看,顯示驅動芯片產品佔營業收入的77%,主要應用場景是手機、平板和智能穿戴,這類芯片從終端客戶成品銷售情況看都是非美國客戶,手機是最大的銷量,大陸的手機品牌在美國的銷售很少,穿戴類產品主要銷往印度等第三世界國家。公司電子價籤驅動芯片、音圈馬達驅動芯片、快充協議驅動芯片的營業收入佔比23%,這塊業務主要是電子價籤驅動芯片,電子價籤驅動芯片從終端客戶成品銷售看,銷售市場主要是歐洲市場,有部分銷售到美國市場,但佔比不大,整體對公司的業務影響非常小。

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