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世运电路(603920.SH):目前已向T客户供应自动驾驶相关PCB产品
Ge Long Hui· 2025-09-26 15:26
Core Viewpoint - The expansion of Robotaxi's autonomous driving business in North America signifies broader recognition of autonomous driving technology, which is expected to enhance the specifications and value of automotive PCBs [1] Company Summary - The company is a core PCB supplier for T clients and has been efficiently responding to customer demands, supplying PCBs related to autonomous driving [1] - The company maintains a close collaborative relationship with T clients in technology development, sharing core technology architectures across electric vehicles and humanoid robots, including the three-electric system and intelligent perception [1] - The compatibility of chip computing solutions is high, indicating potential for integrated technological advancements [1] Industry Outlook - As the collaboration between the company and T clients deepens, emerging businesses such as AI chip autonomous driving and humanoid robots are expected to progress towards mass production, leading to a sustained increase in demand for the company's PCBs [1]
世运电路:目前已向T客户供应自动驾驶相关PCB产品
Ge Long Hui A P P· 2025-09-26 13:16
Core Viewpoint - The company, as a core PCB supplier for T client, is effectively responding to customer demands and supplying PCB products related to autonomous driving [1] Group 1: Business Collaboration - The company maintains a close collaborative relationship with T client in technology research and development [1] - The collaboration includes shared core technology architectures for electric vehicles and humanoid robots, such as the three-electric system and intelligent perception [1] Group 2: Future Growth Potential - The compatibility of chip computing solutions is high, indicating potential for future growth in PCB demand [1] - As the company deepens its business and technical cooperation with T client, emerging businesses like AI chip autonomous driving and humanoid robots are expected to progress towards mass production, leading to sustained growth in PCB demand [1]