納思達(002180.SZ):奔圖自主研發的A3產品落地是公司發展的重要里程碑,計劃於2023年12月底前量產
格隆匯5月29日丨納思達(002180.SZ)於2023年5月24日19:00召開電話會議,問答交流環節中,就“A3打印機的難點及量產落地的節奏是怎樣的?”,公司回覆稱,打印機是少見的光、機、電一體的設備。專利、技術、供應鏈、持續的研發投入等鑄就了行業的護城河。激光打印產品全球註冊專利近三十萬項,覆蓋全球各大消費市場,且完全被國外老牌打印企業所申請。彩色複印機涉及精密機械、精細化工、精密光學、集成電路、通信工程、軟件工程、色彩科學、材料科學等多個學科,技術開發難度極大,是一個極其複雜的系統工程。此外,供應鏈異常封閉,不同廠家以及同一廠家不同引擎的產品零部件都沒有統一標準,而一台彩色複印機就有近千個機械零件,外設廠商在設計開發的過程中,必須根據自有設計方案,制定出零部件的具體參數規格以及材料和工藝要求,75%以上需定製化生產。同時,國外品牌廠商與核心供應鏈廠家,通過簽署排他性的合作協議,設置了更高的技術門檻。研發一款全新彩色複印機產品至少需要3年,投資高達3億元,產品研發投入大、投資回報週期長。複印機相比打印機在畫像質量、可靠性、壽命等方面要求更高,為確保相應性能達成,內外部測試驗證貫穿整個產品研發週期,測試用例超過17萬條、測試畫稿超過200種、測試設備超過100種,包括軟固件測試、自動化測試、環境測試、各類温濕度環境測試、可靠性測試、安全性測試、壽命測試等。
奔圖自主研發的A3產品落地是公司發展的重要里程碑,產品將計劃於2023年12月底前量產,歡迎各位投資者以季度為單位持續關注我司A3打印機出貨量的情況。
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