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蓝思科技:今年公司承接智元机器人全系列多款人形机器人业务
Ju Chao Zi Xun·2025-08-05 02:24

Group 1: Robotics and Automation - The company has established a joint venture with Zhiyuan Robotics to focus on high-end intelligent manufacturing equipment in the consumer electronics and new energy sectors, providing comprehensive automation solutions [1] - The company has completed a strategic investment in Zhejiang Zhiding Robotics, which specializes in commercial intelligent cleaning robots, aiming for innovation in AI and robotics integration [1] - The company is supplying key components and assembly services to various humanoid robot companies, with confirmed shares in head modules and structural components for North American clients, anticipating large-scale production [1] Group 2: Automotive Business - The company has partnered with over 30 leading automotive enterprises, including major North American clients, covering multiple advanced driving platforms, with a market share of 20.9% in global intelligent automotive interaction systems [2] - The company has achieved breakthroughs in wireless charging modules, domain controllers, and automotive communication modules, expanding its automotive business boundaries [2] Group 3: Mobile Devices - The global shipment of foldable smartphones is expected to grow rapidly, with a compound annual growth rate of over 24%, driving demand for core glass and metal components [2] - The company is a leading global supplier of ultra-thin flexible glass (UTG), benefiting from its deep technical expertise and mature mass production capabilities, capturing significant market share in key components for foldable screens [2] - The company has been actively involved in the design, development, and production of foldable screen products, preparing for large-scale production based on customer needs [3] Group 4: 3D Glass Technology - The demand for 3D glass is expected to grow rapidly, with head brand effects driving market expansion, leading to a significant increase in the value of complex 3D structures [3] - The company has been a pioneer in developing and applying 3D curved glass since 2011, possessing core technologies and mass production experience, positioning itself to benefit from the new wave of 3D glass technology innovation [3]