机械设备行业3C设备周观点：关注3C设备在机器人组装生产环节的应用

Investment Rating - The industry rating is "Outperform the Market" [8][16] Core Insights - The application of 3C equipment in the assembly of humanoid robots presents significant growth potential, as the production process resembles that of consumer electronics rather than automotive manufacturing [3][4] - Companies such as Bozhong Precision, Tianzhun Technology, Qiangrui Technology, Bojie Co., Lingyun Optical, and OptoTech are actively involved in the humanoid robot assembly and related core components [3] - Apple is increasing its investment in robotics technology, with plans to launch a desktop robot by 2026-2027, indicating a strategic shift towards smarter consumer electronics [4][5] Summary by Sections 3C Equipment in Robotics - The report highlights the broad application space for 3C equipment in the assembly of humanoid robots, with several companies already making strategic moves in this area [3] - Specific companies mentioned include: - Bozhong Precision: Engaged in humanoid robot assembly and core components - Tianzhun Technology: Promoting its first intelligent controller for the humanoid robot industry - Qiangrui Technology: Focusing on core components and testing equipment for robots - Bojie Co.: Holds a 24% stake in Erzhi Robotics, a developer of industrial robots - Lingyun Optical: Provides key data services for intelligent training in humanoid robots - OptoTech: Supplies products and technologies for the production of humanoid robots [3] Apple's Robotics Investment - Apple is reportedly ramping up its robotics research and development, with a new desktop robot expected to be mass-produced by 2026-2027, showcasing its commitment to enhancing user experience through intelligent devices [4][5] Foldable Screen Technology - The report discusses Apple's potential entry into the foldable screen market, with expected shipments of 8 to 10 million units for its first foldable iPhone in 2026, which could stimulate consumer demand and expand market opportunities [5][6] - The use of 3D printing technology in foldable screens is highlighted, with companies like Honor and OPPO achieving significant breakthroughs in manufacturing techniques [6]