东芯股份:公司存储产品价格逐步回升 车规产品已实现多款车型量产

格隆汇
Sep 15, 2025

东芯股份(688110.SH)发布投资者关系活动记录表,公司涉及的利基型存储芯片随着市场需求的逐步好转,销售价格逐步回升。分产品来看:SLCNAND从二季度开始需求逐步回升,价格有逐步上涨的迹象,预计下半年在需求持续增长推动下,价格抬升的趋势更加明显;NORFlash公司的价格策略还是随行就市,如果头部厂商有涨价的动作公司也会跟进;DRAM方面公司目前量产的DDR3产品受到DDR4涨价较多的带动也出现小幅的价格上涨趋势,预计下半年随着需求逐步提升也会持续有价格上涨的机会。车规产品方面,公司SLC NANDFlash、NORFlash以及MCP均有产品通过AEC-Q100的验证。公司稳步推动车规客户的导入与销售,已经完成国内多家整车厂的白名单导入并且持续推动多家海内外一级汽车供应商(Tier1)的供应商资质认证,并在多款车型中实现量产。

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