思瑞浦:已与境内外多家光模块客户建立合作 AFE产品在新的头部客户实现突破并开始出货

智通财经
Aug 21
【思瑞浦:已与境内外多家光模块客户建立合作 AFE产品在新的头部客户实现突破并开始出货】思瑞浦发布投资者关系活动纪要,光模块是公司近年来重点拓展的通信业务方向之一。2026年上半年,公司在客户拓展、产品导入及产品矩阵完善等方面均取得积极进展。首先,光模块业务保持较快增长,收入规模及占比进一步提升,目前已成为泛通信板块重要的细分业务方向。客户方面,公司已与境内外多家光模块客户建立合作,AFE产品也在新的头部客户实现突破并开始出货。公司仍在持续推进其他境内外重点客户的产品验证及业务合作,客户结构进一步丰富。其次,公司在光模块领域的产品矩阵持续完善。上半年,AFE产品在多家头部客户持续放量,运算放大器、比较器、DAC、DC/DC等产品也逐步实现规模出货。在此基础上,公司还将陆续推出多款新品,进一步完善转换器、运算放大器、比较器、接口、LoadSwitch、LDO、DC/DC、逻辑及模拟开关等产品布局。

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