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$淳中科技(SH603516)$ 有人知道出处吗?

Q:For the company's two new businesses - liquid cooling and fatigue testing, how are their market demand and market space assessed?

A: The company's business mainly involves liquid cooling technology and fatigue testing, especially for the aging test of electronic products. The main purpose of aging test is to ensure the stability and yield of electronic products after a long period of operation, to ensure that the products are qualified when customers open the box, and that the failure rate will not be too high after a period of use. These new businesses are in the early stages and are currently in the product development and customer acceptance phase. If calculated over a three-year period, the market size could be in the billions or even tens of billions of dollars, and with the accelerated product iteration cycle, the potential size of this market is huge. Customers are in the process of upgrading from the H-series to the B-series, and large-scale demand is likely to materialize when the GB200 stage is reached.

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06-21 12:00

公司在液态冷却和疲劳测试这两个新业务领域的市场需求和市场空间评估可以从以下几个角度进行:
应用和重要性:这些技术的主要目的是确保电子产品的长期稳定性和产量,这对于制造商和消费者都至关重要。这在汽车、航空航天和消费电子等可靠性和寿命关键的行业中尤为重要。
市场增长潜力:提到的市场规模在数十亿甚至数百亿美元的三年期间,表明了巨大的增长潜力。这表明这些技术有一个庞大且可能正在扩大的市场。
产品开发阶段:这些业务处于早期阶段,专注于产品开发和客户接受。这个阶段至关重要,因为它为市场渗透和客户信任奠定了基础。
客户过渡:正在进行从H系列到B系列的过渡,表明公司可能正在升级其产品供应。这可能是对市场对更高性能或更先进技术需求的响应。
需求实现:预期在达到GB200阶段后,大规模需求将实现,这表明有一个具体的里程碑或产品发布将显著影响市场需求。
加速的产品周期:加速的产品迭代周期意味着市场是动态的,并且对创新和改进产品和服务有持续的需求。
市场空间:市场的潜在规模被描述为“巨大”,这表明了巨大的增长和扩张机会。这可能是由于液态冷却和疲劳测试在各个行业的广泛应用。
总结来说,公司在液态冷却和疲劳测试这两个新业务领域有望实现显著的市场需求和增长,具有庞大的潜在市场空间。专注于产品开发和客户接受,以及预期在产品升级后的需求实现,为这些业务在快速发展的市场中取得成功定位。

看着像中翻英的

06-21 11:59

为什么翻译成英文了

06-21 11:37

就是那个讲三年百亿美金的是吧