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3.1% Earnings Growth Over 3 Years Has Not Materialized Into Gains for Espressif Systems (Shanghai) (SHSE:688018) Shareholders Over That Period
Espressif Systems (688018.SH): AR glasses are one of our downstream application markets.
Espressif Systems (688018.SH) stated on the interactive platform on August 15 that AR glasses are one of our downstream application markets and will be covered by our product line.
Analysts Just Published A Bright New Outlook For Espressif Systems (Shanghai) Co., Ltd.'s (SHSE:688018)
Espressif Systems (688018.SH): Currently, the company's gross margin level has an advantage compared to the industry.
Espressif systems (688018.SH) disclosed the investor relations activity record, indicating that the company's gross margin level currently has advantages compared to the industry level, which can support the company's continuous research and development investment and positive cyclical development. However, the company needs to comprehensively consider the competitiveness of product prices in the industry and the level of gross margin required for positive operation to formulate comprehensive gross margin targets, and there is currently no plan to raise it. Espressif's product matrix is further enriched, with a wide variety of product lines, and new products are gradually entering the mass production stage.
Espressif Systems (688018.SH): Currently, the module proportion has remained stable in the range of 55%-60% for four consecutive quarters.
According to the investor relations activity record table disclosed by Espressif Systems (688018.SH), the proportion of modules decreased from the previous highest proportion of 66.6% in a single quarter to 56.7% in Q1, but slightly increased to 58.6% in Q2. Overall, the growth rate of chip sales is higher than that of modules. Firstly, there is a rapid growth in handheld miniaturized devices, such as beauty instruments, electric toothbrushes, etc. Due to their small size, chips are mainly used. In addition, the competitive landscape has improved, and downstream module manufacturers have chosen to use Espressif chips in more customer projects during the expansion of their own business, and the role of module manufacturers in the industry chain is direct.
[BT Financial Analysis] Espressif Systems 2024 Interim Report: impressive performance, significant improvement in multiple financial indicators.
This financial report was released on July 30th, 2024 at 11:06:32. Espressif Systems (Stock Code: 688018) is a company that specializes in integrated circuit product R&D, design and sales, mainly engaged in AIoT SoC R&D and sales. With the rapid development of emerging applications such as the Internet of Things and artificial intelligence, Espressif Systems has taken an important position in the industry with its leading technology and products. The total assets of Espressif Systems at the end of the period are 2.322 billion yuan, showing a steady growth of the company's assets with an increase of 5.36% compared to the beginning of the period. Meanwhile, liabilities combined with assets.
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