Core Insights - The company has achieved a breakthrough in self-developed products through its Kepler Lab, launching two new products aimed at the commercial satellite internet sector and high-bandwidth special detection fields, marking a significant step towards scaling its self-research business [1][4] Group 1: Product Launches - The first self-developed product, "KPL-Multi-Channel RF SOM," is designed for the upstream core module in the commercial satellite internet sector, enabling continuous communication services through a network of low Earth orbit satellites [2] - The second product, "KPL-High-Speed Edge AI SOM," addresses high-bandwidth detection needs in areas such as high-speed interfaces and high-definition camera modules, effectively overcoming bandwidth bottlenecks and long development cycles associated with traditional detection solutions [3] Group 2: Market Potential and Strategy - The global commercial aerospace market is projected to exceed $700 billion by 2025, doubling from $350 billion in 2020, with satellite internet being a core segment [1] - The company aims to leverage its self-developed products alongside its traditional business to enhance customer stickiness and sales potential, while expanding applications in various high-value sectors such as commercial aerospace, high-end industrial applications, automotive, VR/AR, 5G/6G wireless communication, and healthcare [4] - The company is transitioning from a supply chain service provider to a technology value-added service provider, aiming for a long-term revenue target of 100 billion [4]
硬蛋创新发布自研新品，布局商业航天前沿赛道