东芯股份(688110.SH)发布投资者关系活动记录表公告称,细分市场来看,网通招标市场以及消费电子和工业安防的需求在下半年持续修复,展望三季度,得益于市场需求的的持续修复,我们认为三季度的营收和毛利都会是持续改善的趋势。DRAM方面,公司现有量产的DDR3产品受DDR4涨价带动,已出现小幅提价,预计下半年随整体需求改善,价格有望延续上涨态势。关于MCP产品,部分产品由于中大容量LPDDR4x成本上升推动了产品价格上涨,其他规格产品价格总体保持稳定。
东芯股份(688110.SH)发布投资者关系活动记录表公告称,细分市场来看,网通招标市场以及消费电子和工业安防的需求在下半年持续修复,展望三季度,得益于市场需求的的持续修复,我们认为三季度的营收和毛利都会是持续改善的趋势。DRAM方面,公司现有量产的DDR3产品受DDR4涨价带动,已出现小幅提价,预计下半年随整体需求改善,价格有望延续上涨态势。关于MCP产品,部分产品由于中大容量LPDDR4x成本上升推动了产品价格上涨,其他规格产品价格总体保持稳定。
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