激光测距(DToF)芯片

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美芯晟:激光测距芯片进入规模交货 产品结构持续优化
Zhong Zheng Wang· 2025-05-15 07:27
2025年一季度,公司通过前瞻性产品布局与供应链垂直整合推动经营质量跨上新台阶,销售收入同比取 得较大增长,实现收入1.25亿元,同比增长32.18%,净利润大幅优化实现转正。 随着光学传感器已有产品的放量出货及未来新品的客户导入,该产品线预计会快速增长,并将贡献显著 的市场份额。无线充电业务随着成本优化有望进一步拓展下沉市场,同时公司正加速研发高集成、高效 率的有线快充产品,形成无线充电与有线快充的业务闭环,加强竞争优势,提高用户粘性,预计进一步 扩大市场份额。模拟电源市场发展已相对成熟,公司将持续优化智能照明及高功率因数产品,更加专注 于汽车照明市场,聚焦前后照灯、环绕灯及氛围灯等高附加值产品。预计在未来几年内,传感器和无线 充业务占比会稳步提升,持续优化公司的产品结构与毛利水平。 中证报中证网讯(王珞)美芯晟在日前的业绩交流会中介绍,2025年以来,公司光学传感器业务和无线充 电产品放量增长。光学传感器业务持续渗透智能手表头部企业,收入同比大幅增加;其中,激光测距 (DToF)芯片与扫地机器人龙头企业深度合作,已进入规模交货阶段。 基于对未来发展的信心,公司已启动第三期回购,截至2025年4月17日,已 ...
美芯晟:激光测距(DToF)芯片已进入规模交货阶段
Ju Chao Zi Xun· 2025-05-02 03:18
Core Viewpoint - The company has entered a phase of large-scale delivery for its DToF chips in collaboration with leading robotic vacuum manufacturers, while also experiencing significant revenue growth in wireless charging products due to customer expansion and technological upgrades [2] Group 1: Product Development and Market Position - The optical sensor product line is expected to grow rapidly and contribute significantly to market share as existing products are shipped and new customers are onboarded [2] - The wireless charging business is anticipated to expand into lower-tier markets with cost optimization, while the company accelerates the development of high-integration, high-efficiency wired fast charging products to create a business loop between wireless and wired charging, enhancing competitive advantages and user retention [2] - The company plans to focus on high-value products in the automotive lighting market, including front and rear lights, surround lights, and ambient lights, while continuing to optimize smart lighting and high power factor products [2] Group 2: Financial Performance - In Q1, the company achieved revenue of 125 million yuan, a year-on-year increase of 32.18%, and turned a profit with a net profit of 3.67 million yuan, compared to a loss of 13.26 million yuan the previous year, marking an increase of 16.94 million yuan [2] - The growth in net profit is attributed to four main factors: significant revenue growth in optical sensors and wireless charging products, enhanced gross margin from high-margin products, deep collaboration with upstream supply chains leading to cost optimization, and continuous customer expansion resulting in steady revenue growth [2]