MEMSLBS系统
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英唐智控(300131.SZ):目前部分汽车客户希望MEMSLBS系统能够在2026年底就实现上车
Ge Long Hui· 2025-12-11 15:20
Core Viewpoint - The company is focusing on the mass production of MEMS micro-mirrors, with significant orders already secured in the industrial sector, particularly in the automotive LiDAR and laser projection fields [1] Group 1: Product Development - The company offers MEMS micro-mirror products in various diameters: 4mm, 1mm, 1.6mm, and 8mm, with the 4mm version already receiving bulk orders in the industrial sector [1] - The company is currently engaged in custom R&D for major clients in smart transportation LiDAR, mobile, and automotive applications, having secured NRE contracts [1] Group 2: Market Focus - The company is prioritizing the automotive LiDAR and laser projection markets, aiming to meet the demands of leading clients [1] - Some automotive clients expect the MEMS LBS system to be implemented in vehicles by the end of 2026, and the company is committed to advancing the LBS project accordingly [1] Group 3: Future Outlook - If progress continues smoothly, the company anticipates a gradual release of related business performance as the LBS project advances [1]
英唐智控:目前部分汽车客户希望MEMSLBS系统能够在2026年底就实现上车
Ge Long Hui· 2025-12-11 15:17
Core Viewpoint - The company is focusing on the mass production of MEMS micro-mirrors, with significant orders already secured in the industrial sector, particularly in automotive LiDAR and laser projection applications [1] Group 1: Product Development - The company’s MEMS micro-mirror products come in various diameters, including 4mm, 1mm, 1.6mm, and 8mm, with the 4mm version already receiving bulk orders in the industrial field [1] - The company is prioritizing clients in the automotive LiDAR and laser projection sectors, currently engaging in custom R&D for leading clients [1] Group 2: Client Engagement and Future Projections - The company has secured NRE contracts with top clients in smart transportation LiDAR, mobile, and automotive applications [1] - Some automotive clients expect the MEMS LBS system to be implemented in vehicles by the end of 2026, and the company aims to meet these client demands while advancing the LBS project [1] - If progress continues smoothly, the related business performance is expected to gradually improve [1]