英唐智控(300131.SZ):目前部分汽车客户希望MEMSLBS系统能够在2026年底就实现上车

Core Viewpoint - The company is focusing on the mass production of MEMS micro-mirrors, with significant orders already secured in the industrial sector, particularly in the automotive LiDAR and laser projection fields [1] Group 1: Product Development - The company offers MEMS micro-mirror products in various diameters: 4mm, 1mm, 1.6mm, and 8mm, with the 4mm version already receiving bulk orders in the industrial sector [1] - The company is currently engaged in custom R&D for major clients in smart transportation LiDAR, mobile, and automotive applications, having secured NRE contracts [1] Group 2: Market Focus - The company is prioritizing the automotive LiDAR and laser projection markets, aiming to meet the demands of leading clients [1] - Some automotive clients expect the MEMS LBS system to be implemented in vehicles by the end of 2026, and the company is committed to advancing the LBS project accordingly [1] Group 3: Future Outlook - If progress continues smoothly, the company anticipates a gradual release of related business performance as the LBS project advances [1]