Luxshare Precision: It has mature capabilities and business foundation to enter emerging industries such as humanoid robots

Luxshare Precision Vision China Data Map

Luxshare Precision (002475), the leading Apple supply chain company, once again responded to the layout of humanoid robots on the interactive platform.

On May 31, Luxshare Precision responded to investors’ questions about industrial robots and humanoid robots, saying that based on its in-depth mastery of the processes required in electronics-related industries, the company has mature capabilities and capabilities to enter related emerging industries such as humanoid robots. Business Basics. In the future, the company plans to make full use of the advantages of artificial intelligence to improve efficiency and reduce costs in the field of precision intelligent manufacturing, providing the company with all-round empowerment.

Regarding the layout of machine vision technology, Luxshare Precision replied to investors that in terms of automated processes, the company actively leverages the significant advantages of machine vision in terms of accuracy, speed, repeatability, reliability, and information aggregation. Realize the positioning and error detection of precision electronic components in the process, the active cooperative positioning of parts and fixtures during the assembly process, and machine AI-assisted inspection of the appearance of component products. Real-time feedback of measurement data from machine vision is relied on to enhance the depth of automation equipment. Self-learning ability to create closed-loop control of automated processes.

This is not the first time that Luxshare Precision has responded to hot issues such as humanoid robots.

According to the investor relations activity record on May 22, Luxshare Precision has emphasized that it has the corresponding capabilities and grasp to enter these emerging industries. After all, most of the processes required by electronics-related industries, the company has It has been covered and mastered, but it will not blindly pursue hot topics.

Taking humanoid robot-related business as an example, Luxshare Precision mentioned in the above investor relations activities that from the perspective of industry or people's livelihood, humanoid robots may be an emerging track after smart electric vehicles. , and the characteristic of such products is that the market segment is very large, and there will be no monopoly situation by one company. There are many companies in the market that actively seek to contact and cooperate with Luxshare. Luxshare Precision's positioning is to play the role of "ferryman" rather than "gold digger". As a ferryman, it can serve many brands and market segments at the same time.

Apple is an important customer of Luxshare Precision, and there were rumors of "Apple cutting orders" at the beginning of this year. At that time, Luxshare Precision responded that cooperation with existing customers was proceeding normally. An investor asked a sharp question on the interactive platform: "If Apple no longer cooperates with the company, what will the company rely on to survive? Has the management considered transformation?"

In response, Luxshare Precision stated that the company attaches great importance to long-term and stable cooperative relationships with customers. Over the years, it has continued to create value for customers and continues to gain high recognition from customers. At the same time, the company will further deepen the diversification route in customers, products and business, use the underlying technology of the process as the support, continue to carry out horizontal integration and cross-border empowerment in the diversified consumer electronics customers and communications and automotive businesses, and continue to develop New markets, new businesses.

Regarding the mass production schedule of 800G optical modules, Luxshare Precision responded that the company currently has an extensive and in-depth patent layout in high-speed interconnection product-related technologies, and actively leads or participates in the formulation of relevant industry standards, such as CPO Optical Internet standards, equipment professional interface QSFP112 international standard, etc. Related products such as 400G optical modules have been mass-produced and shipped, and 800G silicon optical modules have completed customer testing and are ready for small batch delivery.

Official website information shows that Luxshare Precision was founded in 2004 and was successfully listed on the Shenzhen Stock Exchange on September 15, 2010. It is headquartered in Dongguan City, Guangdong Province, China, and its manufacturing bases are mainly located in Guangdong and Jiangxi, China. , Jiangsu, Anhui, Zhejiang, Shanxi, Hebei, Sichuan, Taiwan and other places. Overseas, it is mainly located in Germany and Vietnam, and has R&D centers in Dongguan, Guangdong, Kunshan, Jiangsu, Taiwan, and the United States.

From a business perspective, Luxshare Precision mainly serves the fields of consumer electronics, communications and data centers, automotive electronics and medical care, covering comprehensive components, modules and system assembly.

The 2022 financial report shows that Luxshare Precision’s revenue is 214.028 billion yuan, a year-on-year increase of 39.03%; the net profit attributable to the parent company is 9.163 billion yuan, a year-on-year increase of 29.6%. In the first quarter of 2023, Luxshare Precision's revenue was 49.942 billion yuan, a year-on-year increase of 20%; net profit attributable to the parent company was 2.018 billion yuan, a year-on-year increase of 11.90%. According to predictions, by the first half of 2023, net profit attributable to the parent company will be between 4.162 billion and 4.541 billion yuan, a year-on-year increase of 10% to 20%.

As of the close of trading on May 31, Luxshare Precision reported a price of 27.3 yuan per share, down 1.27%, with a market value of 1,945.2 yuan.

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