答:MEMS微振镜的偏转速度是微秒级别，这是MEMS作为OCS核心器件的关键特性——通过极快的机 械响应，支撑OCS实现毫秒级整体光路切换，偏转速度越快，OCS的切换频率越高。 格隆汇12月11日丨英唐智控(300131.SZ)在投资者关系中表示，有被问到: OCS的MEMS微振镜偏转速度 是毫秒级别还是微秒级别的？ ...

答:公司MEMS微振镜产品直径规格涵盖4mm、1mm、1.6mm、8mm，其中4mm规格的MEMS微振镜产 品已在工业领域获取批量订单。公司重点关注车载激光雷达领域和激光投影领域的客户，现阶段在智慧 交通LiDAR、手机、车载应用等方面获得头部客户的NRE合同，正为其开展定制研发工作。目前部分汽 车客户希望MEMSLBS系统能够在2026年底就实现上车，公司将以客户要求为目标，全力推进LBS项目 的各项进程，若进展顺利，相关业务业绩预计将会逐步释放。 格隆汇12月11日丨英唐智控(300131.SZ)在投资者关系中表示，有被问到:公司目前MEMS的大规模放量 预计在什么时候？ ...

证券代码：300131 证券简称：英唐智控 深圳市英唐智能控制股份有限公司 投资者关系活动记录表 | 投资者关系活动类别 | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | ☐ | 媒体采访 ☐ | 业绩说明会 | | ☐ | 新闻发布会 ☐ | 路演活动 | | ☐ | 现场参观 | | | ☐ | 其他（请文字说明其他活动内容） | | | | 中汇基金、上海新传奇基金、中信建投、紫阁投资、玖歌投资 | | | 参会单位 | | | | 时间 | 2025年12月10日-2025年12月11日 | | | 地点 | 公司会议室；线上会议 | | | 接待人员姓名 | 英唐智控董事会秘书：李昊先生 | | | | 一、基本情况介绍 | | | 投资者关系活动主要 | 公司董事会秘书李昊先生为投资者介绍了英唐智控的发展历程及发展现 | | | | 状，英唐智控深耕电子元器件分销，构建全球多区域网络，覆盖主芯片、存 | | | 内容介绍 | 储、射频、显示驱动、功率/模拟器件、MEMS传感器及被动器件等全品类，积 | | | | 累了丰富的客户资源。自研芯片聚焦MEMS微振镜 ...

OCS主要应用于AI算力集群的三大场景：Scale-Up(单节点性能强化，如谷歌TPUv4集群)、Scale-Out(多 节点协同，如谷歌Jupiter架构)和Scale-Across(跨数据中心互联，如英伟达DCI)。该行测算，在谷歌TPU 集群中，一个包含4096个TPU v4芯片的集群需配备48台136端口的OCS光交换机，TPU与OCS比例约为 85:1;未来TPU v7集群规模扩大至9216芯片时，因采用更高密度的320端口OCS，仍仅需48台，比例提升 至192:1，凸显其扩展效率。 谷歌等海外厂商引领下，全球OCS光交换机市场有望迎来高速成长期 全球OCS光交换机市场规模将从2020年的0.7亿美元增长至2025年的7.8亿美元，年复合增长率达62%;预 计到2031年市场规模将达20.2亿美元，2025–2031年复合增长率约17.2%。目前市场竞争集中，2025年前 四大厂商占据约69%份额，谷歌、Coherent等为主要参与者。 OCS产业链分为上游核心器件、中游设备集成与下游应用，技术壁垒高，市场参与者多集中于单一环 节 智通财经APP获悉，华安证券发布研报称，AI大模型训练对通信带宽、 ...

Investment Rating - The report rates the OCS optical switch industry as a promising investment opportunity, highlighting its potential growth driven by AI computing demands [3]. Core Insights - The OCS (Optical Circuit Switch) technology is positioned as an ideal solution for high-bandwidth, low-latency communication, essential for AI model training and data center interconnectivity [3][10]. - The global OCS market is projected to grow from $0.7 billion in 2020 to $7.8 billion by 2025, with a compound annual growth rate (CAGR) of 62% [3][50]. - The OCS industry is characterized by high technical barriers and a fragmented supply chain, with key players concentrated in specific segments of the value chain [3][55]. Summary by Sections 1. OCS Technology Overview - OCS operates on a fully optical signal basis, eliminating the need for optical-electrical-optical conversion, thus reducing latency and power consumption [9]. - The technology is crucial for AI computing clusters, particularly in scenarios like Scale-Up, Scale-Out, and Scale-Across, which require efficient interconnectivity [10][12]. 2. Market Growth and Demand - The demand for OCS is driven by the increasing requirements for bandwidth and low latency in AI model training, with major applications in data centers [3][10]. - Major companies like Google and Coherent are leading the market, which is expected to see significant growth in the coming years [3][50]. 3. Industry Chain Analysis - The OCS industry chain consists of upstream core components, midstream equipment integration, and downstream applications, with high technical barriers in the upstream segment [55][57]. - Key players in the upstream include MEMS manufacturers, while midstream is dominated by international firms like Ciena and domestic players like Guangke Technology [55][56]. 4. Investment Opportunities - Companies like Ying Tang Intelligent Control are recommended for their comprehensive OCS technology layout and potential for growth in the AI computing market [66]. - Semiconductor manufacturer Saiwei Electronics is highlighted for its strong position in the MEMS sector, which is critical for OCS technology [66][94].

投资者关系活动记录表 | 投资者关系活动类别 | 特定对象调研 ☐ | 分析师会议 | | --- | --- | --- | | | ☐ 媒体采访 ☐ | 业绩说明会 | | | ☐ 新闻发布会 ☐ | 路演活动 | | | 现场参观 ☐ | | | | 其他（请文字说明其他活动内容） ☐ | | | | 中泰证券、广东西域投资、吉富创投、广东展富基金、厦门丹金恒信私募、 | | | 参会单位及个人 | 凯石基金、华夏基金、广发基金、宏泰基金、关海果 | | | 时间 | 2025年12月4日 | | | 地点 | 线上会议 | | | | 英唐智控董事长：胡庆周先生 | | | | 英唐智控董事会秘书：李昊先生 | | | 接待人员姓名 | 光隆集成实控人：彭晖先生 | | | | 光隆集成总经理：陈春明先生 | | | | 一、基本情况介绍 | | | 投资者关系活动主要 | 1、公司董事长胡庆周先生为投资者介绍了英唐智控的发展历程及发展现 | | | | 状，英唐智控深耕电子元器件分销，构建全球多区域网络，覆盖主芯片、存 | | | 内容介绍 | | | | | 储、射频、显示驱动、功率/模拟器件、 ...

Company Overview - Shenzhen Yingtang Intelligent Control Co., Ltd. focuses on electronic component distribution and has built a global multi-regional network covering various product categories including main chips, storage, RF, display drivers, power/analog devices, MEMS sensors, and passive components [2]. - The company has successfully introduced its self-developed automotive display chips into several leading screen manufacturers, with the first automotive-grade TDDI/DDIC entering mass production [2][3]. Financial Performance - R&D expenses increased by 90.06% year-on-year in the first three quarters, primarily due to investments in display chip development [3]. - The self-developed MEMS micro-mirror products have entered the market, with a 4mm specification now available [3]. Market Position and Competitive Advantage - The company holds a local advantage in the automotive display chip market, which is predominantly occupied by Taiwanese and Korean manufacturers [4]. - The automotive display chip segment has achieved mass production, with improved versions in the trial production phase [4]. Strategic Initiatives - The company is preparing to acquire Guilin Guanglong Integration and Shanghai Aojian Microelectronics to strengthen its position in optical communication chips and analog integrated circuits [2][6]. - The acquisition aims to create synergies with existing distribution and self-developed businesses, leveraging advancements in generative AI and cloud computing [2]. Product Development and Innovation - The company is actively developing a local supply chain to enhance its product competitiveness and increase market share [4]. - The OCS (Optical Circuit Switching) technology is primarily based on MEMS solutions, which dominate over 50% of the market, offering rapid switching speeds and low signal transmission losses [9]. Risks and Challenges - The ongoing asset acquisition is subject to regulatory approvals, which may impact the transaction timeline [8]. - There are risks associated with the potential suspension or cancellation of the transaction, necessitating careful investor decision-making [8].

格隆汇12月1日丨芯动联科(688582.SH)在投资者互动平台表示，云智光联主要业务为MEMS微振镜领域 及OCS光交换机业务。 ...

Group 1: Company Overview - The company, Shenzhen Yingtang Intelligent Control Co., Ltd., focuses on electronic component distribution and has built a global multi-regional network covering various product categories including main chips, storage, RF, display drivers, power/amplifier devices, MEMS sensors, and passive components [2][3]. - The company has successfully introduced automotive display chip business into several leading screen manufacturers, with the first automotive-grade TDDI/DDIC entering mass production [2][3]. Group 2: Technology and R&D - The company is increasing R&D investment, with a 90.06% year-on-year growth in R&D expenses in the first three quarters, primarily focusing on display chip development [4]. - The company is preparing to acquire Guilin Guanglong Integrated and Shanghai Aojian Microelectronics to strengthen its layout in optical communication chips and analog integrated circuits [3]. Group 3: Product Development and Market Strategy - The company is developing laser scanning projection (LBS) technology, which offers advantages over traditional high-power light sources used in high-end vehicles, such as color, high resolution, and compact size [2][3]. - The OCS (Optical Circuit Switching) business is gradually increasing its revenue share, with plans to expand product series and ensure supply chain stability for larger-scale production [7][9]. Group 4: Production and Quality Assurance - The company has achieved mass production for OCS products with channel specifications of 32×32, 64×64, and 96×96, while preparing for the mass production of 128×128 channels expected in early to mid-2026 [10]. - The production yield for Guanglong Integrated's OCS chips is at a good industry level, with ongoing investments in process optimization and technology iteration to enhance competitiveness [8]. Group 5: Risks and Regulatory Compliance - There are risks associated with the asset purchase transaction, including potential delays or cancellations due to regulatory review processes [11]. - The company assures that the investor relations activities do not involve any undisclosed significant information [11].

Core Viewpoint - The strategic cooperation between Ying Tang Intelligent Control and Omo Wei Automotive Electronics aims to commercialize LBS technology in the automotive sector, focusing on the development and production of MEMS chips and modules [1][2]. Group 1: Strategic Cooperation - Ying Tang Intelligent Control's subsidiary, Shenzhen Ying Tang Aurora Micro Technology, has signed a strategic cooperation framework agreement with Omo Wei to develop LBS applications for vehicles [1]. - Omo Wei plans to outsource the customized development of MEMS chips and module production for its LBS project to Shenzhen Ying Tang Aurora Micro Technology [1]. Group 2: Product Development Plans - Omo Wei aims to launch at least four new LBS products within two years or at least two within one year to enhance product performance and market competitiveness [1]. - Shenzhen Ying Tang Aurora Micro Technology will provide necessary technical support and assistance for Omo Wei's product development plans [1]. Group 3: MEMS Technology and Market Position - The company has established capabilities in MEMS device design, manufacturing, and complete LBS system development, with an automated production line for MEMS devices already in place [2]. - The collaboration is expected to accelerate the transition of LBS projection technology from research and development to automotive-grade commercialization, promoting large-scale applications in smart automotive optical interaction scenarios [2]. - The company aims to leverage its automated MEMS production line and system-level solutions to secure a position in the smart automotive optical interaction market and strengthen its competitive edge in the domestic MEMS sensor field [2].