蓝思科技与越疆达成深度合作 AI端侧硬件迎红利时代

Core Insights - The strategic partnership between Lens Technology and Yuejiang Technology aims to enhance capabilities in the field of embodied intelligent robotics, with Lens Technology committing to purchase 1,000 intelligent robots by 2025 and receiving an order for 10,000 quadruped robot assemblies from Yuejiang [1][2] - This collaboration signifies a shift for Lens Technology towards high-end intelligent manufacturing, leveraging its strengths in precision manufacturing and efficient R&D to capture new opportunities in the AI hardware market [1][4] - The partnership is expected to set a benchmark for global industrial intelligence upgrades, with both companies focusing on the development and supply of core components, thus creating a closed-loop system from R&D to manufacturing and supply [1][2] Company Developments - Lens Technology has established a vertically integrated platform in the robotics sector since 2016, covering key components such as liquid metal materials, six-dimensional force sensors, and joint modules, positioning itself as a leading manufacturer of embodied intelligent hardware in China [2][3] - The company aims to become a core supplier in the AI eyewear market within two years, with plans to achieve a million-level supply for automotive electronic components by 2026 and to lead in the global shipment of humanoid robots and quadruped robot dogs by 2027 [3][4] - The CEO of Lens Technology highlighted the impending hardware revolution as AI transitions from cloud to edge, predicting significant growth in AI-enabled devices, including smartphones and smart glasses, by 2027 [3] Industry Trends - The collaboration between Lens Technology and Yuejiang Technology reflects a broader trend in the industry towards integrating AI capabilities into hardware, with a focus on enhancing manufacturing processes and product offerings [1][4] - The market for AI devices is expected to see accelerated penetration, providing opportunities for companies like Lens Technology to transition from traditional precision manufacturing to AI hardware solution providers [4]