光峯科技(688007.SH):公司會在AI和AR領域上積極與大廠合作
格隆匯2月12日丨光峯科技(688007.SH)在互動平臺表示,AR與AI的技術探索和應用是公司的長期關注方向。隨着越來越多巨頭的參與,AR/AI眼鏡賽道的確定性越來越強。公司此前發佈了自研的全球首個PPI破萬AR光學模組,能夠解決行業對輕量化可適應日常佩戴的痛點和顯示不足的痛點,滿足室內室外多適用場景的亮度需求。此外,公司初步向A股上市公司華勤技術、港股上市公司舜宇光學集團等AR產業鏈上下遊公司提供過小批量的模組樣機,用於項目預研及產品預開發。 基於在AR眼鏡領域的持續投入,公司具備充足的技術儲備、設計開發等能力。在光學組合器方面,公司圍繞光波導技術掌握了自主設計及小批量供樣的能力;在光機層面,公司已儲備LCOS、DLP、Microled、激光掃描等多種技術路線,可隨時配合整機廠商需求進行產品開發,公司會在AI和AR領域上積極與大廠合作。
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