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英唐智控(300131.SZ):公司尚未开展OCS整机产品的研发与生产
Ge Long Hui· 2025-12-11 15:20
Core Viewpoint - The company has accumulated certain capabilities in MEMS underlying technology and has developed the research, design, and manufacturing capabilities for MEMS mirrors [1] Group 1: MEMS OCS Capabilities - The company possesses the ability to develop and manufacture core components for MEMS OCS, including MEMS arrays, fiber collimator arrays, filters, and optical circulators [1] - The MEMS array is identified as the core component with the highest cost proportion [1] - The company has not yet initiated the research and production of complete OCS products, indicating a potential strategy to enter this field more efficiently through acquisitions [1]