立讯精密:预计在未来2-3年 电源模块出货量增速是AI相关业务中最快的
Core Viewpoint - Luxshare Precision expresses optimism about the rapid growth of AI-related businesses in the next 2-3 years, particularly in the areas of optics, electricity, power supply, and thermal management [2] Group 1: AI-Related Business Growth - The company anticipates that the AI-related sectors of optics, electricity, power supply, and thermal management will experience significant growth [2] - Among these sectors, the power supply module is expected to have the fastest growth rate in terms of shipment volume, despite its relatively low unit price [2] - The overall growth potential in absolute terms is substantial due to the anticipated increase in shipment volumes for power supply modules [2]