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帝奥微:目前机器人产品销量占公司总体销售比例较小
Mei Ri Jing Ji Xin Wen· 2025-11-04 01:27
Group 1 - The company has confirmed that its low-voltage/ultra-low-power USB3.2 Gen1 Redriver products have been applied in humanoid robots developed by Yushu Technology, a leading domestic robotics manufacturer [2] - Currently, the sales volume of robot products accounts for a small proportion of the company's overall sales, and investors are advised to be cautious about risks [2] - In addition to existing products already introduced to customers, the company is actively promoting the integration of other signal chain and power management products [2] Group 2 - The company is also developing new products for the robotics field, including algorithm-controlled brushless motor drivers, magnetic encoding products, Hall switches, and current Hall sensors [2]
帝奥微:公司USB3.2 Gen1 Redriver产品已用于宇树科技人形机器人
Mei Ri Jing Ji Xin Wen· 2025-11-03 13:06
Core Viewpoint - The company has successfully integrated its low voltage/ultra-low power USB3.2 Gen1 Redriver products into humanoid robots developed by Yushu Technology, indicating a step forward in its product application within the robotics sector [1] Group 1: Product Development and Applications - The company's Redriver products are currently being utilized in humanoid robots, although the sales volume from these products remains a small portion of the overall sales [1] - In addition to existing products, the company is actively promoting the introduction of other signal chain and power management products [1] - The company is also developing new products for the robotics field, including algorithm-controlled brushless motor drivers, magnetic encoding products, Hall switches, and current Hall sensors [1]
帝奥微:公司USB Redriverr产品已用于宇树科技人形机器人
Xin Lang Cai Jing· 2025-11-03 12:55
Core Viewpoint - The company has successfully integrated its low voltage/ultra-low power USB3.2 Gen1 Redriver products into humanoid robots developed by Yushu Technology, indicating a step forward in its product application within the robotics sector [1] Group 1: Product Development and Applications - The company's low voltage/ultra-low power USB3.2 Gen1 Redriver products are currently utilized in humanoid robots, although the sales volume of these robot products constitutes a small portion of the company's overall sales [1] - In addition to existing products already adopted by clients, the company is actively promoting the introduction of other signal chain and power management products [1] - The company is also focused on developing new products for the robotics field, including algorithm-controlled brushless motor drivers, magnetic encoding products, Hall switches, and current Hall sensors [1]
帝奥微:低电压/超低功耗USB3.2 Gen1 Redriver产品已经应用到宇树科技人形机器人中
Zheng Quan Shi Bao Wang· 2025-11-03 10:18
Core Viewpoint - The company DiAo Microelectronics (688381) has successfully integrated its low voltage/ultra-low power USB 3.2 Gen 1 Redriver products into humanoid robots developed by Yushu Technology, indicating a strategic move into the robotics sector [1] Group 1: Product Development and Applications - The sales volume of the robot products currently represents a small proportion of the company's overall sales, highlighting potential growth opportunities in this segment [1] - In addition to existing products already adopted by clients, the company is actively promoting the introduction of other signal chain and power management products [1] - The company is also developing new products for the robotics field, including algorithm-controlled brushless motor drivers, magnetic encoder products, Hall switches, and current Hall sensors [1]
【私募调研记录】盘京投资调研帝奥微
Zheng Quan Zhi Xing· 2025-05-14 00:07
Group 1 - The core viewpoint of the news is that Panjing Investment has conducted research on the listed company DiAoWei, highlighting its financial performance and strategic plans for future growth [1] - In 2024, DiAoWei is projected to achieve a revenue of 526 million yuan, representing a year-on-year growth of 37.98%, with R&D investment of 209 million yuan, accounting for 39.78% of revenue [1] - In Q1 2025, DiAoWei reported a revenue of 153 million yuan, a year-on-year increase of 19.06%, and a significant growth in net profit attributable to shareholders, up 135.48%, with a gross margin of 47.45% [1] Group 2 - The increase in gross margin is attributed to a comprehensive product line strategy, diverse product distribution, and the launch of innovative products [1] - The market share distribution in Q1 includes: mobile phones 31%, laptops 7%, smart wearables 10%, smart home appliances 5%, communication equipment 5%, industrial control and security 37%, and lighting 5% [1] - DiAoWei plans to invest 209 million yuan in R&D in 2024, with over 1,800 product models, aiming to drive product upgrades and new product development [1] Group 3 - The company has outlined its plans in the robotics sector, which include advancing signal chain and power management products, as well as developing brushless motor drives and magnetic encoding products [1]