Summary of Black Sesame Intelligence and Zhongji Xuchuang Collaboration Conference Call Industry and Company Involved - **Company**: Black Sesame Intelligence - **Partner**: Zhongji Xuchuang - **Industry**: Automotive, Robotics, Optical Communication Core Points and Arguments - **Collaboration Goals**: Black Sesame Intelligence and Zhongji Xuchuang aim to advance the application of optical modules in automotive and smart terminal sectors, focusing on low latency and high data transmission needs in next-generation computing platforms [2][5][16] - **Autonomous Driving Solutions**: The partnership is developing comprehensive solutions for both passenger and commercial vehicles to meet L2 to L4 autonomous driving requirements, accelerating technology implementation in OEMs [2][6][16] - **AI Industrial Robots**: Joint development of AI industrial robot solutions tailored for industrial scenarios, addressing core needs for precise control, real-time interaction, and multi-device collaboration [2][6][16] - **Optical Communication Trends**: Optical communication is identified as a future trend, providing higher bandwidth, lower latency, and stronger anti-interference capabilities. Companies like Tesla and Huawei are already exploring these technologies [2][7][8][9] - **Cost Comparison**: Automotive-grade optical modules are expected to be significantly cheaper than server-grade modules, potentially costing only 1% of the server-side equivalent under similar performance specifications [4][14][15][16] Additional Important Content - **Technical Requirements**: Optical packaging technology requires chips to be compatible with optical communication, necessitating large switch interfaces and bandwidth exceeding P3E, along with reserved interfaces for MIPI or FII [10][11] - **Silicon Photonics Advantages**: In data centers, silicon photonics can enhance switch performance and reduce complexity, while in robotics, flexible optical fibers can mitigate electromagnetic interference and adapt to flexible motion needs [12][16] - **Standardization Needs**: The automotive sector has existing standards for optical fiber access, while the robotics sector is moving towards standardization to promote new technologies without relying solely on customized applications [13][14] - **Market Impact**: The collaboration is expected to enhance Black Sesame Intelligence's competitiveness in the automotive sector and facilitate the adoption of advanced AI and communication technologies in industrial robots [16]