炬光科技(688167.SH):獲得某歐洲知名汽車Tier1客户兩個項目定點
格隆匯12月4日丨炬光科技(688167.SH)公佈,公司於近日獲得了AG公司用於激光雷達的無源光學元器件的兩個項目正式定點函,公司被選中成為AG公司用於激光雷達的無源光學元器件供應商,由炬光科技為AG公司激光雷達系統提供炬光科技自主開發設計的無源光學元器件。
兩個定點函分別明確了AG公司選中炬光科技批量供應其激光雷達項目所需無源光學元器件產品,約定了在不同量級的供貨價格、各年度預測供貨數量以及項目相關投資的金額與支付方式。
本次兩個定點的終端客户與公司先前已披露的兩個激光雷達線光斑發射模組項目的終端客户相同,均為兩家國際知名車企,量產時間分別是2026年和2027年,根據客户預測,兩個定點項目生命週期內預計需求量合計超過60萬套。本次兩個定點的無源光學元器件產品和先前披露的激光雷達線光斑發射模組將在AG公司的激光雷達整機中配套使用。
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