瑞聲科技上半年聲學營收35.2億元,預計全年毛利率不低於30.2%
近日,瑞聲科技(2018.HK)在新加坡發佈2025年中期業績報告,集團上半年收入爲人民幣133.2億元,同比增長18.4%,再創新高。淨利潤同比大幅提升63.1%至8.76億元,主要由於光學業務盈利性持續改善,以及精密結構件業務的高速增長。
其中聲學業務穩步增長,市場份額得到進一步提升,上半年實現收入人民幣35.2億元,同比增長1.8%。毛利率爲27.2%,伴隨下半年更多中高端項目爬坡,毛利率將穩定提升。
上半年,瑞聲科技推出了一系列創新型聲學產品,持續爲手機及非手機客戶打造音質出色兼顧輕薄體積的聲學產品:SLS大師級和同軸揚聲器繼續引領中高端市場,上半年出貨超過1,700萬隻,同比增長接近40%。
其中瑞聲科技推出行業首創的大師級同軸對稱雙揚聲器,應用於Redmi K80至尊版,帶來更好的低音下潛以及更豐富的高頻細節。還有行業最薄揚聲器首發,搭載於OPPO Find N5,
其單體厚度僅1.4mm。此外,還有雷鳥V3、閃極 AI「拍拍鏡」A1數款AI眼鏡採用了瑞聲科技的立體聲解決方案。
瑞聲科技管理層在發佈會上表示,瑞聲科技將持續推動聲學解決方案的創新與提升,將先進的硬件設計、智能算法與專業調音服務加深融合,以滿足日益複雜的智能設備多場景、高品質的聲學應用需求。隨着新產品尤其是高價值產品下半年陸續出貨,公司下半年聲學毛利率將穩健提升,全年聲學毛利率將保持不低於去年全年30.2%的水平。
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