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世运电路:“芯创智载”新一代PCB产品预计2026年中投产,未来可能供货特斯拉
Xin Lang Cai Jing· 2025-09-18 09:52
Core Viewpoint - The announcement highlights the launch of the new generation PCB product "Chip Innovation Smart Carrier," which is expected to start production in mid-2026, targeting emerging fields such as AI, new energy vehicles, humanoid robots, low-altitude aircraft, and AI smart glasses [1] Group 1: Product and Technology - The "Chip Innovation Smart Carrier" PCB product features high technical content and complex processes, resulting in a significant price increase compared to traditional PCB products [1] - The company has established a long-term close partnership with Client T, serving as a core supplier across the entire industry chain, including automotive, energy storage, computing power, and robotics [1] Group 2: Market Potential - The future production of the "Chip Innovation Smart Carrier" product is expected to meet the demands of Client T, potentially replacing some existing products in the supply chain for Tesla [1]