工業富聯(601138.SH):精密加工燈塔工廠模式已在各製造基地複製
格隆匯3月17日丨工業富聯(601138.SH)於2023年3月16日召開業績説明會,會上表示,2022年公司在5G設備及網絡設備的營收增長均超過20%。工信部部長3月初在國新辦新聞發佈會上表示,全面推進6G技術研發。企業的數字化轉型及對於5G基建需求的提升,和在工業互聯網、AIGC等增量需求的增長上,上層流量持續增加,網絡擴容需求也逐漸顯現。
以AIGC中的自然語言技術為例,它需要更高硬件支持,包括1.)高性能計算:大量複雜運算,需要高性能的CPU處理器;2.)特定硬件加速器:一些自然語言處理算法,如神經網絡模型,可以受益於特定的硬件加速器,如GPU、TPU等。3.)大規模數據存儲:需要大量數據訓練、模型參數和大規模數據存儲設備,如內存、硬盤陣列、雲存儲;4.)網絡帶寬:需要在線處理用户大量數據輸入和輸出,需要足夠網絡帶寬支持。
網通方面:企業網絡設備2022年收入實現快速成長,並推出網絡安全產品,順應雲端型服務增加、企業對安全性需求,創造了增長條件。
無線網絡設備:擁有5G和Wi-Fi6/6E核心技術,目前正深化企業Wi-Fi7產品佈局。例如:通過5G及WiFi技術和機器視覺能力,實現遠程故障排除、遠程指導、工業場景安全作業,此外,全球供應鏈與廠域佈局優勢,為客户提供更完善的解決方案。
智能家居及工業相關產品:收入及出貨量快速成長。協同客户共同開發家庭監控、娛樂影音、智能音響等產品,打造更完整的智能家庭解決方案。
精密機構件:Fii在深圳設有新材料實驗室,不斷的進行各種新材料的應用研究和數據採集。通過AI賦能,我們能實現全流程的數據分析,在開發過程中充分預判和掌握材料的各種變數,搭配我們精密機構件加工燈塔工廠,讓我們在量產啟動、量產爬波上,能夠達到增速,增效,增質的效果。
精密加工燈塔工廠模式已在我們各製造基地複製,將能進一步的加快我們今年在新材料應用上的導入,擴大我們的競爭優勢。
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