车载激光雷达
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中润光学:戴斯光电可以为车载激光雷达提供柱面镜、楔形片等全套光学元件
Zheng Quan Ri Bao· 2025-12-18 14:14
Group 1 - The core viewpoint of the article is that Zhongrun Optics is expanding its offerings in the automotive lidar market by providing a complete set of optical components, including cylindrical mirrors and wedge prisms, which are characterized by high optical quality [2] - The company plans to further develop its customer base and actively promote mass production of these optical components [2]
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
Ge Long Hui· 2025-12-11 15:20
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]
英唐智控(300131.SZ):在MEMS方面公司目前主要重点关注车载激光雷达领域和激光投影领域的客户
Ge Long Hui· 2025-12-11 15:13
Core Viewpoint - The company is focusing on the MEMS chip sector, particularly in the automotive lidar and laser projection fields, and is actively seeking collaboration opportunities with quality enterprises in the industry chain [1] Group 1: Company Focus - The company is currently prioritizing clients in the automotive lidar and laser projection areas for its MEMS chip development [1] - The company has signed NRE contracts with clients to co-develop customized products in these fields [1] Group 2: Collaboration Strategy - The company maintains an open attitude towards communication and collaboration with upstream and downstream quality enterprises in the industry [1]
惠伦晶体:公司产品TCXO已经应用于卫星通信及北斗导航领域
Zheng Quan Shi Bao Wang· 2025-12-08 12:56
Core Viewpoint - The company Huillen Crystal (300460) has confirmed that its main products include SMD resonators, TSX thermosensitive crystals, TCXO oscillators, and OSC oscillators, with a focus on applications in satellite communication and Beidou navigation [1] Group 1 - The company's products, particularly TCXO, are utilized in satellite communication and Beidou navigation fields [1] - The crystal oscillator products produced by the company have been applied in various sectors, including drones and automotive laser radar [1]
星宸科技:为应对存储芯片的价格上涨,将于第四季度对部分产品调整售价
Ge Long Hui· 2025-10-23 11:19
Core Viewpoint - The company has achieved large-scale implementation of mid-to-high-end chips in its main business, with initial R&D results for high-end products targeting emerging fields such as smart robotics, automotive LiDAR, and edge computing [1] Group 1: Product Development and Market Strategy - The company plans to focus on releasing mid-to-high-end chip products in the coming years, which will increase the shipment proportion of these chips and potentially improve gross margins due to changes in product structure [1] - The company has developed engineering samples of the SPAD-SoC suitable for automotive LiDAR, and is currently conducting customer validation and vehicle testing, with expectations for mass production to begin next year [1] - Chips designed for automotive and robotic blind-spot radar are expected to enter production next year [1] Group 2: Pricing Strategy - In response to rising prices of memory chips, the company will adjust the prices of certain products in the fourth quarter [1]