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顺络电子:数据中心(AI服务器)是公司战略布局新兴战略市场之一
Zheng Quan Ri Bao Wang· 2026-01-28 10:40
Core Viewpoint - The company, Sunlord Electronics, is strategically positioning itself in the emerging market of data centers (AI servers) by leveraging its advantages in miniaturization, high precision, and high power density technology [1] Group 1: Product Solutions - The company provides a comprehensive product solution for server power supply architecture, including primary, secondary, and tertiary power supplies [1] - Primary power supply focuses on large power devices for AC/DC conversion and high/low voltage conversion applications [1] - Secondary power supply involves 48V to 12V DC power supply, addressing power supply challenges with various inductors and transformer products [1] - Tertiary power supply includes components for xPU chips (CPU, GPU, ASIC), network cards, memory, and SSDs, featuring new AI inductors and tantalum capacitors among other products [1] Group 2: Market Trends - The AI server business is experiencing a sustained increase in demand both domestically and internationally [1] - The company's related business is benefiting from the industry's favorable conditions and an increase in market share, showing a trend of rapid growth [1]
顺络电子(002138) - 2025年5月29日投资者关系活动记录表
2025-05-30 01:12
Group 1: Company Overview - Shenzhen Sunlord Electronics Co., Ltd. operates in the electronic components industry with four main product lines: magnetic devices, sensitive and sensor devices, microwave devices, and precision ceramics [2] - The company has established a strong market position and high market share in traditional business areas such as mobile communications, consumer electronics, and industrial automation [2] Group 2: Business Development - The automotive electronics sector is a key area for future growth, with the company actively competing in the high-end automotive electronic components market since 2009 [3] - The company has achieved comprehensive coverage in electric vehicle applications, including intelligent driving and smart cockpit scenarios [3] Group 3: Emerging Markets - New business areas such as automotive electronics, data centers, hydrogen fuel cells, and humanoid robots are being aggressively developed, leveraging the company's advantages in customer resources and R&D capabilities [3] - The data center market is strategically important, with the company supplying various power inductors and tantalum capacitors tailored for power management solutions [4] Group 4: Competitive Advantages - The company maintains a competitive edge through strategic positioning in emerging industries, strong R&D capabilities, and a diverse delivery and quality assurance system [4][5] - Continuous investment in R&D and talent development is aimed at enhancing management, product development, and market expansion capabilities [5]