Luxshare Precision: Currently Providing Some Components for the Commercial Space Sector
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Author:小编   

On May 25th, Luxshare Precision unveiled a report detailing its investor relations activities. In the realm of humanoid robots, the industry is currently in dire need of standardized components tailored specifically for robotic applications. The Luxshare Changshu plant has already honed the necessary capabilities and is poised to engage in synchronous development with key customers, thereby reducing the reliance on off-the-shelf components from the industrial or automotive sectors. As for the commercial space sector, Luxshare has already begun supplying certain components, albeit on a relatively small scale. Overseas clients are highly attuned to geopolitical factors, and it will take some time for the industry to reach a stage of large-scale growth. From a technical standpoint, 896G copper connectivity poses significant hurdles, and the industry has yet to pinpoint a definitive breakthrough solution. Industry experts predict that 448G copper connectivity will suffice to meet demand until around 2030. Among the products currently offered by the company, the anticipated future demand for optical connectivity will vastly outstrip that for copper connectivity. However, the technical challenges associated with copper connectivity are equally formidable. The two technologies are not mere substitutes for one another; rather, they will coexist for an extended period. Copper connectivity is well-suited for short-distance applications, whereas long-distance and high-speed scenarios necessitate a greater reliance on optical connectivity. When copper connectivity nears the limits of signal transmission, optical connectivity steps in to resolve the issues. Hence, the concurrent development of both optical and copper connectivity does not clash with the strategies of leading customers in deploying optical chips and collaborating with fiber optic manufacturers.