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Zhejiang Crystal-optech (002273.SZ): is laying out the 3D sensing Business through the Semiconductors optical Sector.
On January 3rd, Glonghui reported that Zhejiang Crystal-optech (002273.SZ) recently stated in an investor relations event that humanoid robots are one of the company's focused businesses. Humanoid robots require a large number of optical Components products, especially a significant amount of 3D sensing Components to perceive spatial information. The company is laying out the 3D sensing Business through the Semiconductors optical Sector, believing that there will be vast market prospects in the future in fields like AR, VR, and humanoid robots.
Zhejiang Crystal-optech (002273.SZ): Currently, the annual shipment volume of the AR-HUD has surpassed several hundred thousand units.
On January 3, Gelonghui reported that Zhejiang Crystal-optech (002273.SZ) recently indicated in an investor relations activity that since entering the vehicle optical business with AR-HUD products, the annual shipment volume of AR-HUD has already exceeded hundreds of thousands. The company maintains close business cooperation with customers such as Changan Deep Blue, Hongqi, and Great Wall, and its market share in the AR-HUD sector ranks among the top in the industry.
Returns Are Gaining Momentum At Zhejiang Crystal-Optech (SZSE:002273)
Zhejiang Crystal-optech (002273.SZ): The automotive business currently does not account for a significant portion of the company's revenue structure.
On December 30, Gelonghui reported that Zhejiang Crystal-optech (002273.SZ) recently stated in an investor relations activity that the company's Automotive Business currently accounts for a small proportion of its revenue structure. Due to the intense competition in the Autos Industry, the customers that the company has already mass-produced are mainly domestic clients and those utilizing the TFT solution AR-HUD, with a low gross margin level. In the future, as the penetration rate of HUD increases rapidly and the industry structure forms, the high-end solutions like Lcos AR-HUD will gradually scale up, along with the gradual transition of overseas clients to mass production, which is expected to further improve the profitability of the company's Automotive Business.
Zhejiang Crystal-optech (002273.SZ): Collaboration and interaction with multiple large clients on AR glasses is progressing closely.
On December 30, Gelonghui reported that Zhejiang Crystal-optech (002273.SZ) recently stated in its investor relations activities that the company is closely advancing its collaborations with several major clients in the area of AR glasses, including communications on near-eye display systems (waveguide) and 3D sensing components. Although the level of collaboration is unprecedented, the process from research and development to mass production and adaptation takes time, and it may still be in the R&D investment phase next year. The company will strive to advance product implementation as quickly as possible, but for the specific timelines of product launch, monitoring and ongoing updates will be necessary.
Zhejiang Crystal-optech (002273.SZ): Spin-coated optical filters are expected to enter the supply chain of major clients next year.
Gelonghui, December 30th丨Zhejiang Crystal-optech (002273.SZ) recently stated in investor relations activities that major clients have fully standardized the spin-coated filters, making it an important existing market. However, due to high product specification requirements and complex process demands, it has been difficult for domestic companies to enter the spin-coating supply chain in the past. The company's spin-coated filters are expected to enter the major clients' supply chains next year, and the company will actively leverage its advantages in large-scale production and technology to strive for a higher market share.
Be Wary Of Zhejiang Crystal-Optech (SZSE:002273) And Its Returns On Capital
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