抗辐照器件
Search documents
公司问答丨振华风光:公司存储业务目前处于小批量订单阶段 现阶段存储芯片占公司整体业务比重较小
Ge Long Hui A P P· 2026-02-03 07:56
Core Viewpoint - The company is currently experiencing limited impact from price fluctuations in storage products due to their small proportion in overall business, while it is cautiously monitoring market dynamics for future pricing strategies [1] Group 1: Storage Products - The company’s storage business is in a small batch order phase, including products like NAND flash and eMMC, with ongoing validation and market promotion efforts [1] - Price adjustments for storage products will be made cautiously, considering supply-demand changes and cost factors [1] Group 2: Industry Outlook - The high-reliability electronic components industry is expected to see a recovery in demand starting from Q3 2025, as indicated by feedback from other companies in the sector [1] - Despite a 29.72% year-on-year revenue growth in a single quarter since Q3 2025, the company’s overall annual performance recovery will require more time [1] Group 3: Product Development - The company is facing challenges due to differences in product structure, customer order rhythms, and new product launch progress compared to peers [1] - New products such as radiation-hardened devices and RISC-V MCUs have entered commercial aerospace fields, but significant contributions to scale are still pending [1] - The company is increasing R&D investment and optimizing product structure to address these challenges [1]