证券日报网讯光莆股份（300632）10月14日在互动平台回答投资者提问时表示，公司的光集成传感器封 装产品可间接用于AR眼镜，FPC类产品已直接向AR眼镜厂家送样。 ...

Core Viewpoint - The company Guangpu Co., Ltd. (300632.SZ) has announced that its optical integrated sensor packaging products and FPC (Flexible Printed Circuit) products can be applied in AR (Augmented Reality) glasses [1] Group 1 - Guangpu Co., Ltd. is actively engaging in the development of products suitable for the AR glasses market [1] - The company's optical integrated sensor packaging products are specifically designed for integration into AR technology [1] - FPC products from Guangpu Co., Ltd. are also positioned for use in AR glasses, indicating a strategic focus on this emerging technology [1]

Group 1: Industry Overview - The global sensor industry market size is projected to grow from 3.7 trillion yuan in 2020 to 5.5 trillion yuan in 2024, with a compound annual growth rate (CAGR) of 10.1% [2] - China's sensor industry market size is expected to increase from 0.8 trillion yuan in 2020 to 1.3 trillion yuan in 2024, achieving a CAGR of 13.3% [2] - The rise of artificial intelligence and robotics has injected strong momentum into China's sensor industry, particularly in the robotics sector where sensor performance is crucial for interaction precision and operational capability [2] Group 2: Technological Advancements - The development of NeuroWorm, a flexible and stretchable neural electrode, represents a significant breakthrough in bioelectronics, enabling active control and intelligent response in neural interfaces [1] - Future trends in the sensor industry include miniaturization, intelligence, and integration, with applications expanding into smart healthcare, autonomous driving, and robotic interaction [4] Group 3: Market Dynamics - Recent data indicates that 35 sensor-related listed companies have undergone institutional research in the past month, highlighting the market's focus on application implementation, mass production progress, and order status [5] - Companies like Zhejiang Fulai New Materials and Xiamen Guangpu Electronics are actively engaging in the development and application of flexible sensors in robotics, indicating a growing interest in this segment [5][6] Group 4: Policy and Collaboration - The establishment of the "Optics Valley Sensor Industry Innovation Alliance" aims to create a globally influential smart sensor industry hub by 2030, reflecting local government support for sensor technology development [3] - Policies from the Ministry of Industry and Information Technology and other agencies are promoting the application of smart sensors and digital transformation in various industries [2]

Group 1 - The company Guangpu Co., Ltd. (300632.SZ) has announced that its optical integrated sensor packaging products are currently being applied in the robotics sector [1] - The company is actively exploring the application of optoelectronic encoding and flexible materials in robotic joint control [1] - The company is also investigating the use of flexible sensors in core tactile components of robots, such as dexterous hands [1]

Core Viewpoint - Guangpu Co., Ltd. (300632.SZ) confirmed that its optical integrated sensor packaging products have indirect applications in DJI drones [1] Company Summary - Guangpu Co., Ltd. has verified the application of its optical integrated sensor packaging products in the drone industry, specifically in DJI's products [1]