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铭普光磁(002902) - 2025年11月11日投资者关系活动记录表
2025-11-11 15:28
Company Overview - Mingpu Optoelectronics is a high-tech enterprise established in 2008, focusing on R&D, production, sales, and service of magnetic components, optical communication products, and various power supply products [2][3] - The company has established a leading position in the communication field and is expanding into new energy sectors, enhancing its growth potential [3] Product Categories - Optical communication products include optical modules, which consist of optical transmitter devices (TOSA), optical receiver devices (ROSA), and other components for optical-electrical conversion [3] - Magnetic components are primarily electronic transformers and inductors, essential for energy conversion and storage in electronic circuits [3][4] Development Strategies - Focus on technological innovation and market understanding to identify growth opportunities in high-demand sectors [4] - Custom product development to meet specific client needs, enhancing collaboration and success rates [4] - Domestic alternatives to imported products, aiming to break foreign monopolies through technological advancements [4] Power Supply Division - The Energy Division was established in 2011, featuring advanced automated production lines for power supply modules, covering a range from 1 to 75 kW [4] - The Power Supply Division, formed in 2015, provides green power products including communication power modules and smart chargers [4] Market Trends - The demand for data communication optical modules is driven by cloud computing and AI advancements, leading to a new growth phase in the industry [4] - Rapid product iteration is a characteristic of the data communication sector, with significant price reductions and cost leadership becoming critical success factors [4]
月营收破千万,前中科院国家项目负责人创业芯片先进封装赛道丨硬氪首发
3 6 Ke· 2025-06-16 09:18
中科四合创始人兼总经理黄冕拥有中科院17年研发工作经历,是国家"卡脖子"保密项目负责人和国家科技重大专项课题负责人,目前已获得超18项 已授权发明专利。 硬氪获悉,在AI服务器领域中,电源模组通常需要占据算力卡约60%的面积。黄冕指出,近十年来,随着GPU性能的快速迭代,其工作电流已激增 至近1500A,且这一增长趋势仍将持续。他表示:"GPU电流需求的持续攀升,将直接带动电源模组数量的相应增加。" 作者:欧雪 编辑:袁斯来 硬氪获悉,深圳中科四合科技有限公司(下称"中科四合")正在进行新一轮的融资,资金主要用于补充研发费用及流动资金,近期已获得6000万元 增资。 中科四合成立于2014年,是一家基于板级扇出型封装技术制造特色产品(功率、模拟类芯片/模组)和集成电路基板产品的企业,为全球最早将板级 扇出封装技术量产于功率类芯片的厂家之一。 目前,中科四合在厦门设有一期生产制造基地,专注于AI、通信、消费类、工业、新能源汽车等行业,率先实现基于湿法工艺的三维板级扇出封装 技术量产,生产TVS、MOSFET、GaN、电源模组等高端功率、模拟类芯片/模组。 (电源模组中科四合方案与传统方案相比/企业供图) 黄冕向 ...