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卓胜微(300782.SZ):公司模组产品收入结构中以接收端模组为主

maxscend microelectronics (300782.SZ): The company's module product revenue structure is mainly focused on the receiver module.

Gelonghui Finance ·  Oct 31 20:16

Maxscend Microelectronics (300782.SZ) stated in investor relations that according to Yole Development's data, the global RF front-end market has a high concentration, with international leading companies occupying a higher market share in the RF front-end market. The proportion of the company's module products has increased from 30.42% in 2022 to 43% in the first three quarters of 2024. As of now, the main revenue structure of the company's module products is dominated by receiver-side modules, among which MAX-SAW, as a significant breakthrough in the SAW filter production line, has achieved high yield mass production, growing into an important breakthrough capable of leading the company in the receiver-side filter module market.

In the future, the company will further improve its product layout, focus on the R&D design and process capability of high-end module products, continue to pursue deep layout of high value, differentiation, and cost-effective strategies, creating more solid barriers and "moats" for the company's long-term sustainable development, solidifying the core competitiveness of the company within the industry.

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