Maxic Technology(SH:688458) Zheng Quan Shi Bao Wang·2025-05-21 01:19Core Viewpoint - The article highlights the significant advancements made by Meixinsheng in the optical sensor and robotics sectors, driven by the successful mass production of the 3nm chip by Xiaomi, marking a breakthrough in China's chip design industry [1]. Group 1: Company Performance - Meixinsheng achieved a revenue of 125 million yuan in Q1, representing a year-on-year growth of 32.18%, despite the traditional off-season for consumer electronics [1]. - The company turned a profit in Q1, indicating a substantial improvement in net profit compared to previous periods [1]. - The growth in revenue is primarily attributed to the expansion of the optical sensor business and the increased sales of wireless charging products [1]. Group 2: Optical Sensor Developments - Meixinsheng has developed a comprehensive range of optical products, including proximity sensors, ambient light sensors, flicker light sensors, optical tracking sensors, and laser ranging (DToF) products [2]. - The optical tracking sensor has been successfully integrated into the supply chains of several well-known smartwatch brands and is being tested for AR/VR/MR wearable devices [2]. - The DToF chips have achieved large-scale delivery in the robotic vacuum cleaner market, while proximity sensor products have entered the supply chains of leading TWS earphone brands [2]. - The optical sensor business is expected to become a new growth engine for the company's performance [2]. Group 3: Robotics Sector Initiatives - In the robotics field, Meixinsheng is developing high-precision DToF sensors for obstacle detection, enhancing robots' ability to recognize their environment [2]. - The company plans to invest in the development of optical encoders to address precision position detection needs in multi-motor coordination [2]. - Meixinsheng aims to expand into AI sensors that support real-time 3D environment modeling for robots, significantly improving obstacle avoidance response times [2]. - The company's CAN SBC chips will integrate power management, communication, and monitoring functions in robots, while the upcoming CAN PHY chips will handle physical layer signal conversion and anti-interference capabilities [2]. - Future investments will focus on advancing robotics towards intelligence and autonomous learning, applicable in various scenarios such as production lines and home care [2].