丘钛科技：CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade

CMB International Global Markets | Equity Research | Company Update Q-Tech (1478 HK) CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade We hosted Q-tech at CMBI Technology Corporate Day on 26 Jun. Key takeaways include: 1) smartphone CCM: mgmt. is positive on GPM recovery in FY24E driven by Android recovery, higher UTR and better product mix and; 2) non-smartphone CCM: accelerated growth in auto CCM thanks to Huawei and overseas tier-1 customers' order wins; 3) FPM: profit b ...