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凌雲光(688400.SH):重點佈局可批量複製通用產品和戰略行業大規模上億級別應用產品
格隆匯 09-04 06:53

格隆匯9月4日丨凌雲光(688400.SH)近期在接待機構投資者調研時表示,公司重點佈局可批量複製的通用產品和戰略行業大規模上億級別的應用產品。一方面,對於相對標準化的視覺器件和視覺系統加強多行業通用能力,加快往多行業滲透的速度。今年上半年公司的視覺系統成功進入到汽車領域並獲得較好的反響和突破,已經獲得多家汽車廠商的小批量訂單,未來方案驗證成熟後可進一步批量化。另一方面,對於智能裝備相對定製化的產品,公司致力於打造在大場景應用中的億級產品,如今年上半年發佈的HyperTRAIN 智能工站與工段產品和鋰電電芯外觀檢測裝備,在消費電子和鋰電行業均達到億級的增長空間。

公司在2022年發佈了 F.Brain 深度學習算法平台,今年上半年在工程化和產品化取得積極進展,以 LusterData 百萬工業場景數據集和大模型預訓練技術為基礎,自研圖像分類、檢測和分割模型,在輕量化方面取得突破,精度、效率均實現較大幅度提升,有效降低深度學習應用成本,並且在CVPR2023 的 Data-efficient Defect Detection 國際競賽中獲得第一名。

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