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富瀚微(300613.SZ):正在與人形機器人領域的客户保持充分的溝通交流

格隆匯4月16日丨富瀚微(300613.SZ)在投資者關係活動上表示,公司在機器人領域的佈局主要分為工業視覺和未來可能的人形機器人兩大塊。工業視覺領域:公司的優勢之一是頭部客户優勢。作為芯片公司,與頭部客户的合作帶來了先發優勢,因為行業領先的頭部客户通常是率先採用專用芯片的。且頭部客户涉及的行業形態多樣,這使得公司能夠了解到不同工業生產場景中的應用需求,從而開發出更全面的產品。同時,頭部客户的規模優勢也有助於公司產品的研發和運營週轉,因為一開始就有一定的產品需求量。人形機器人領域:由於人形機器人領域還沒有完全定型,公司目前不會貿然開發專門的芯片。公司正在與人形機器人領域的客户保持充分的溝通交流,並進行IP方面的儲備,以便在未來能夠快速響應市場和客户需求的變化。

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