黑莓首获Alloy Kore整车设计订单,平台价值获验证,但收入兑现尚需时日

投资观察
Sep 22

美东时间上午10点43分——黑莓公司刚刚赢得其首个Alloy Kore客户设计方案。这一与Vector共同开发的汽车操作系统平台,如今终于迎来了第一位“金主”。道明银行分析师John Shao在最新报告中指出,此次合作方是Coretura——戴姆勒卡车与沃尔沃集团的合资企业。该公司已正式选定该平台,作为其软件定义汽车架构的关键软件基石。

“这一胜利堪称坚实起点,”Shao如此评价。他认为,自夏初以来,投资者们便一直在翘首期盼Alloy Kore的首个设计订单。据他估算,仅此一项协议,就有望在多年间贡献超过1000万美元的年度收入。然而,他也坦言,这笔订单的利好不会立即兑现——毕竟,商用车的开发周期相当漫长,再加上第一代平台本身的特性,实际收益落地仍需时日。

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