帝奧微(688381.SH)：在頭部光模塊客户已導入高效率DCDC，模擬開關，電平轉換等多類產品
格隆匯6月10日丨帝奧微(688381.SH)在互動平台表示，公司繼續深化在消費電子、汽車電子、通訊設備、工控和安防等領域的佈局外，還向外拓展了人工智能等多個領域，包含人形機器人，AI眼鏡，光模塊，AI PC, AI手機，AI服務器等領域，且在各領域頭部客户實現產品的導入。 人形機器人領域，公司的低電壓/超低功耗USB3.2 Gen1 Redriver產品已經應用到國內頭部機器人中，目前也正在研發其他相關產品，豐富機器人產業產品矩陣； AI手機領域，公司推出的提高系統的電源效率，提升手機、運動相機、無人機等攝影設備在拍照和錄像時續航能力的多路 LDO 產品和超高效率、高功率密度高精度的DCDC，已應用於頭部客户的AI手機中； AI PC領域，公司的高頻小尺寸的DCDC轉換器由於其高效、低紋波、可靠、節省空間等特性，已在知名終端電腦廠商的AI電腦產品中批量生產； AI眼鏡領域，公司的高性能USB-C開關、超低輸入電壓的負載開關以及高精度LDO、DCDC等產品已經在頭部客户批量使用。同時公司即將推出eUSB repeater，該產品適配於先進工藝SoC。目前AI眼鏡產品銷量佔公司總體銷售比例較小，請投資者注意風險。 服務器領域，公司推出的PCIE開關和電平轉換已經拿到國內客户訂單，但目前訂單量較小，請投資者注意風險。並且公司還推出了多款產品，如國內首款應用於I3C總線的集線器系列產品，針對DIMM模塊管理、多節點存儲系統、智能傳感器網絡等場景提供一站式解決方案；公司還推出覆蓋全接口的服務器信號開關解決方案，構建從PCIE到I2C、USB、SPI、I3C的完整產品體系； 光模塊領域，公司在頭部光模塊客户已導入高效率DCDC，模擬開關，電平轉換等多類產品。公司還針對高速光模塊推出了國內首款高精度大電流負載限流開關DIO76087；5V,1A/3A集成電感的超小尺寸模塊電源DPM6101和DPM6103，該方案在光模塊頭部客户有序驗證中。與此同時，1.5A-3A TEC控制器系列DIO8833，DIO8834和DIO8835近期即將推出，助力光模塊實現精準的温控。業界首款超低漏電流（＜1nA）的2GHz超高速微弱信號採樣開關DIO3479也即將面世。此外，光模塊專用模擬前端在開發佈局中，助力高速互聯，提供完整的光模塊模擬解決方案。 隨着AI的快速發展，公司也積極調整產品研發方向，積極佈局人工智能相關領域，不斷推出高性價比的新產品，助力國內AI應用端的發展。
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