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凌雲光(688400.SH):蘋果是公司在3C電子領域的主要客户

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,公司在3C行業的發展亦受到行業週期的影響,展望明年,我們對消費電子賽道的業績更有信心:①蘋果是公司在3C電子領域的主要客户,蘋果每一代新品的產品升級和工藝變革都會帶來“AI+視覺”的機會;②iphone手機的關鍵檢測環節長期以國外友商為主,公司的視覺系統憑藉高精度、高效率有望滲透到蘋果手機新的檢測場景中,帶來新的增量;③以往iphone後段的組裝環節自動化和智能化程度較低,公司及時把握住客户在後段製程機器替代人的機遇,及時推出HyperTRAIN智能工站與工段產品;同時組裝環節的產品外觀檢測亦存在機器替換人工需求。隨着宏觀經濟恢復及3C電子行業週期上調,公司對於明年3C電子行業的增長充滿信心。

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