高端音响制造商搜诺思也难逃内存成本压力——华尔街见闻

投资观察

May 06

内存芯片价格飙升的影响已超越个人电脑和智能手机制造商，尤其当高端音响等产品自身演变为计算设备时，这种冲击更为明显。

搜诺思公司周一盘后发布的第二财季报告印证了这一趋势。在通常属于淡季的截至三月底的季度里，该公司营收实现同比超8%的增长，超出华尔街预期。值得注意的是，这一成绩甚至未充分反映季度末才推出的Play便携式音箱的贡献。首席执行官汤姆·康拉德在财报电话会议中透露，该产品已获得"强烈的早期市场反响"。

然而内存成本暴涨正侵蚀企业利润。搜诺思预计，在截至九月的本财年剩余时间内，"内存成本通胀"将持续加剧。分析师预测其第四财季毛利率将降至43%左右，较刚结束的季度下滑三个百分点。受此影响，搜诺思股价周二午盘下跌约6%。

自2023年主控应用更新失误后，搜诺思已稳健度过两年艰难时期。但内存危机对所有消费电子企业而言均难以规避——任何搭载处理器的产品都需内存芯片支撑运行。

产能扩张缓慢是症结所在，新建内存芯片工厂往往需耗时数年，意味着当前短缺局面短期内难以缓解。摩根士丹利分析师埃里克·伍德林在周二的报告中指出："在可预见的未来，内存成本通胀将持续挤压利润空间。"康拉德则表示，公司正着力"优化全系产品的内存配置"，包括未来新品设计。对搜诺思而言，完美音质已只是成功的一半。

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