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瑞聲科技完成收購PSS公司,去年車載業務狂攬35.2億

7月31日,瑞聲科技宣佈已完成對Premium Sound Solutions公司(PSS)第二批次股份收購,PSS現已成爲瑞聲科技的間接全資附屬公司。

瑞聲科技自去年2月完成對PSS公司首批80%股權收購後,全球車載市場份額穩步提升,構建了集揚聲器、功放、算法以及調音服務於一體的垂直一體化解決方案。

據信報財經報道,得益於去年2月收購PSS,瑞聲科技車載聲學業務發展神速,收入達35.2億元,毛利率爲24.8%。PSS的車載揚聲器早已佔據歐美一線車廠市場,被瑞聲科技收購後,已成功向理想、小米、吉利、小鵬等國內新能源車企供貨。車載NLC Pro算法(一種音頻處理算法)也已首次定點全球頭部豪車品牌。

瑞聲科技迅猛發展的車載聲學業務,同時被多家機構看好。國際評級機構穆迪近期將瑞聲科技的評級展望,由"穩定"上調至"正面"。穆迪認爲,隨着PSS公司收購獲得的持續協同效應,瑞聲科技多元化業務在結構上得到了改善。這種多元化包括產品種類供應增加、向更多終端市場(如汽車)敞口拓展擴大、以及生產基地的擴張。這些改善使瑞聲科技能夠更好地應對市場的波動。

CLSA(里昂)最新調研報告指出,瑞聲科技是小米SU7智能座艙揚聲器的唯一供應商。而根據此前媒體報道,小米YU7系列智能座艙的揚聲器由小米與瑞聲科技聯合共研,全系由瑞聲科技獨供。

公開資料顯示,PSS公司總部位於比利時,是擁有50年曆史的歐洲老牌汽車聲學公司,有着多元化的全球製造佈局,客戶涵蓋了主流的汽車品牌,包括奧迪、寶馬、奔馳、路虎、別克等,全球市場份額達到了15%-20%,中高端市場的份額佔比更多。

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