Military Vehicle Antenna (Vehicular antennas)《半導體》南亞科前2月營收 大增4成
南亞科(2408)公布今年2月營收30.50億元,年增50.56%、月減0.31%;前2月營收61.11億元,年增42.87%。南亞科日前也表示,公司今年逐月逐季營運改善可期。
Antennas for Military vehicles or Vehicular antennas for heavy-duty use, such as in the forest or in remote locations on armored vehicles, and low-profile antennas for civil vehicles. Communication and EW applications are examples of applications.
Wideband mobile VHF antennas with frequency ranges of 30 to 88 MHz or 30 to 108 MHz are designed primarily for use in heavy-duty mobile applications.
Typically, the antenna is made up of three major parts: the antenna base, the lower part, and the upper part. Some antennas have two sections, while others have three. The long-lasting antenna base with GPS (optional).
The stainless steel spring absorbs shocks and vibrations while also protecting the antenna from collisions.
Both radiating pieces are comprised of composite materials, which allow for exceptional strength and roughness even in the harshest environments. 南亞科分析供需狀況,供應商加速生產HBM及高密度DDR5,有利產能去化及調整DDR4及LPDDR4庫存,預估今年將恢復供需平衡。各利多因素,AI伺服器激勵雲端需求,而美國雲端企業的IT支出是觀察重點;AI PC、AI手機也將提升DRAM搭載量;消費性市場需求也將相對健康,今年有機會穩定成長。
南亞科認為,價格有機會持續逐季上漲,不過後續變數仍多,據TrendForce研究顯示,目前觀察2024年第一季DRAM市場趨勢,原廠目標仍為改善獲利,漲價意圖強烈,促使DRAM合約價季漲幅近兩成,然出貨位元則面臨傳統淡季而略為衰退。
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本文引用自: https://www.chinatimes.com/realtimenews/20240305003838-260410
Fei Teng Wireless Technology Co. Ltd
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