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天嶽先進(688234.SH):碳化硅材料的應用預計將顯著推動AI眼鏡在全球市場的大規模商業化

格隆匯6月16日丨天嶽先進(688234.SH)在投資者互動平臺表示,碳化硅材料可以實現更大的視角及更簡單的全綵顯示結構,減少AI眼鏡的尺寸、重量以及製造成本和複雜性,從而顯著提升AI眼鏡的用戶體驗。根據弗若斯特沙利文的數據,全球AI眼鏡市場預計於2027年之前將實現快速增長,碳化硅材料的應用預計將顯著推動AI眼鏡在全球市場的大規模商業化,至2030年,全球出貨量將超過6000萬副。當前,公司的碳化硅襯底可廣泛應用於電動汽車、AI數據中心、光伏系統、AI眼鏡、軌道交通、電網、家電及先進通信基站等領域。公司已躋身爲國際知名半導體公司的重要供應商,公司的產品亦在國際上獲得廣泛認可。另外,公司始終高度重視投資者關係管理工作,致力於通過多元化渠道與投資者保持密切溝通。未來,公司將適時組織線下機構調研、投資者開放日等活動,向廣大投資者彙報公司的業務情況、業績表現,展望公司未來發展戰略。

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