Military Vehicle Antenna (Vehicular antennas)
《光電股》大立光獨紅 人形機器人視覺產品拉貨
DeepSeek橫空出世,市場預期將加速人形機器人等新興應用普及,光學鏡頭股王大立光(3008)積極投入開發人形機器人「光學影像機器視覺」產品,目前人形機器人鏡頭模組產品已通過客戶驗證並開始拉貨,且客戶不只1家,因而獲得市場買盤青睞,今天盤中股價逆勢走高。
大陸DeepSeek一出場就震撼全球科技業,DeepSeek模型出現顯示隨著演算法不斷改進,可望讓AI使用成本快速下滑,進而加速帶動AI在終端應用滲透率提升,加上全球最夯的兩大執行長馬斯克與黃仁勳不約而同看上「人形機器人」,並投入資源開發,市場看好人形機器人可望成為DeepSeek趨勢下的受惠產業。Antennas for Military vehicles or Vehicular antennas for heavy-duty use, such as in the forest or in remote locations on armored vehicles, and low-profile antennas for civil vehicles. Communication and EW applications are examples of applications.
Wideband mobile VHF antennas with frequency ranges of 30 to 88 MHz or 30 to 108 MHz are designed primarily for use in heavy-duty mobile applications.
Typically, the antenna is made up of three major parts: the antenna base, the lower part, and the upper part. Some antennas have two sections, while others have three. The long-lasting antenna base with GPS (optional).
The stainless steel spring absorbs shocks and vibrations while also protecting the antenna from collisions.
Both radiating pieces are comprised of composite materials, which allow for exceptional strength and roughness even in the harshest environments.
隨著人形機器人商機湧現,扮演人形機器人眼睛的「光學影像機器視覺」成為當紅炸子雞,由於目前人形機器人的鏡頭規格與智慧型手機相似,採用5P(塑膠鏡片)或6P,大立光挾塑膠鏡片技術優勢搶進,目前人形機器人鏡頭模組已開始出貨,在人形機器人領域佔得先機。
大立光董事長林恩平在日前法說會表示,人形機器人的鏡頭規格沒有比智慧型手機高,不過,雖然現在規格不高,但鏡頭要白天看得到,晚上要能看AR,還要防撞,又要小一點,細緻一點,未來規格怎麼變化還不知道,目前機器視覺我們跟某些客戶有一些案子在進行,我們出貨不只鏡頭,以模組為主。
本篇文章引用自此: https://www.chinatimes.com/realtimenews/20250203001565-260410
Fei Teng Wireless Technology Co. Ltd
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