Schneider AS-BDAU-204
從前五大客戶來看，2019年、2020年前三季度，德國大陸集團均位居其第三大客戶，分別貢獻了7.10%、9.26%的營業收入。從賬面上看，即便有激光雷達大客戶的訂單，也并未能彌補其業績上的虧損。
從行業發展來看，依靠海外大客戶向激光雷達業務拓展，或成其未來業績一大不確定因素，而不確定性就會降低投資者對其估值。
激光雷達即將進入成熟期，接下來比拼的就是產品成本和規模優勢。行業人士認為，“激光雷達正處于商業化應用前夕，競爭加劇是行業發展必經的過程，屆時也將有很多企業因發展路線不適宜，客戶關系變動等原因，見不到行業爆發的黎明。”
目前，在激光雷達這條賽道上已聚集了Velodyne、Luminar、Quanergy、博世、大陸、法雷奧、華為、大疆等廠商。行業人士認為，哪家激光雷達生廠商能在未來的競爭中脫穎而出，技術路線并不是最重要的，能否裝車量產應用才是重點。
從車企角度來看，產品成本是關鍵考量指標，在滿足要求的前提下，產品的成本越低就越有機會“上車”。近年來，華為、速騰聚創等則采用了固態式激光雷達路線，以更低的價格沖擊著這個市場。華為在2020年底發布了中長距激光雷達產品和解決方案，這款激光雷達擁有150米的探測距離，且具有96線程，價格只要數百美元。
在低成本優勢下，目前選擇與華為合作的有北汽極狐HBT車型，該車型將搭載3顆華為96線車規級高性能激光雷達，將在年內上市。此外，長安汽車也宣布將攜手華為一起打造高端智能汽車品牌，將搭載5個激光雷達。
反觀海外的Velodyne、Luminar、德國大陸等激光雷達廠商，產品單價動輒上萬美元，裝車量產也成了這些企業上市估值的“天花板”。以Velodyne為例，其上市后股價表現并不理想，截止1月19日，市值僅剩下38.72億美元。
Schneider AS-BDAU-204
停產老型號庫存
CP60 P0961FR
CP40B P0961BC
51F工作站
51F工作站網卡
BNBT P0971WV
NCNI
FCM10E
FCM10EF
GCIO
FOXBORO P0960HA
FOXBORO P0700WB
FOXBORO P0971WV
FOXBORO P0903ZE
FBM07 CM400YH
FBM03 P0400YD
FBM09 CM400YK
CMP10 P0400VP
FOBORO P0400VT
P0960JA CP40
P0951AP FOR FBC21
P0951BA-0E FBP10
P0951EA FBC07
P0960GC WP30
P0961BC CP40B
Foxboro I/A P0912HM
Foxboro I/A P0913ED
Foxboro I/A P0911ZZ
Foxboro I/A P0911VW MIW GCIO
Foxboro I/A P0911AC
Foxboro I/A P0904AJ
Foxboro I/A P0901VK
Foxboro I/A P0800DA
Foxboro P0972QM-0C
Foxboro I/A PM400VP
Foxboro I/A P0700WB
Foxboro I/A P0700WB
Foxboro I/A P0400YV
Foxboro I/A P0400YT
Foxboro I/A P0400YP
Foxboro I/A P0400VT
Foxboro I/A P0400VR
Foxboro I/A P0400DL
Foxboro I/A P0914ZM
Foxboro I/A P0914XA
Foxboro I/A P0961CA
Foxboro I/A P0400VP
Foxboro I/A P0911PU
Foxboro I/A P0400QK
Foxboro I/A P0400QK
Foxboro I/A P0400QJ
Foxboro I/A P0400QA
Foxboro I/A P0400DL
Foxboro I/A P0902DZ
FOXBORO I/A 83W-D01S1SSTNA
Foxboro I/A PM400YP
Foxboro I/A PM700WB
Foxboro CFT10 I/A
Foxboro FPS400-24
Foxboro I/A P0903ZE
Foxboro DO117KP
Foxboro P0971FB
Foxboro P0940BR
Foxboro P0940DH
Foxboro P0940BW
Foxboro P0940DK
P0961BC CP40B
FOXBORO P0960HA
FOXBORO P0700WB
FOXBORO P0971WV
FOXBORO P0903ZE
.............................................
P0400VE Field Bus Isolator
P0400YL FBM10, 120 VAC In/Out
P0960GC Workstation Processor 30
P0400QA Keyboard Assy.
P0400QB QWERTY Keyboard Assy.
P0500ZG Trackball w/conn. cable
P0600TA Annunciator Keypad (for P0400QA)
P0600TC QWERTY Assy. (for P0400QA)
P0600TC-B6 Numeric Kbrd. Assy. (for P0400QA)
P0600TV-F1 2x8 Annunc. Kbrd. Assy. (for P0400QA)
P0900MR Display Panel (for 2 Kbrds.)
P0901AK Auto/Manual Station
P0901YT 19 Panel Mount CRT Display w/Touchscreen
P0400VP CMP10 Processor
P0700WB NODEBUS Extender
P0970BC Dual NODEBUS Interface
P0900JE LAN 2-port Passive Tap
P0902DZ CMP15 Processor, Rev. 0E
P0400VT Application Processor 20
P51 Application Processor
-000030132 50 - 120 VAC, No Disk Mirroring, 24 Mb RAM, NODEBUS I/F & 2nd Ethernet Port
P0400QK Streaming Tape Drive (SCSI)
P0970JW 424 Mb Hard Drive
P0970KT Streaming Tape Drive (SCSI) 150 Mb
P0400VR CP10 Processor
P0960AW CP30 Processor
P0400ZB IPM2, 120 to 240 VAC
P0400ZB IPM3A, Backup Power
P0400ZE IPM6, Backup/Battery Power
P0500GM Dual Switch Junction Box w/P0800JB cables (3 wire)
P0400CV FT Module Connector (2 slot)
P0400DL Y Adapter
P0970NM 19 Modular Mounting Structure
1、老型號DCS
ABB YB560103-AS DSQC 208A External axis board
ABB YB560103-AL DSQC 209 Analogue I/O board
ABB YB560103-AM DSQC 210 Safety board
ABB YB560103-AN DSQC 211 Power supply
ABB YB560103-BF DSQC 215 Robot computer
ABB YB560103-AZ DSQC 220 Programming board
ABB YB560103-BD DSQC 223 PC Board digital I/O
ABB YB560103-BE DSQC 224 PC Board combi I/O
ABB YB560103-BK DSQC 227 Winchester interface
ABB YB560103-BD DSQC 228 Safety board
ABB YB560103-BN DSQC 230 Robot computer
ABB YB560103-BS DSQC 233 External axis board
ABB YB560103-BY DSQC 235A Rectifier
ABB YB560103-BZ DSQC 235B Rectifier
ABB YB560103-CA DSQC 236A Drive unit
DSQC 236B Drive
ABB YB560103-CC DSQC 236C Drive unit
ABB 3HAB2207-1 DSQC 236D Drive unit
ABB YB560103-CD DSQC 236G Drive unit
ABB 3HAB2245-1 DSQC 236H Drive unit
ABB 3HAA3563-AJA DSQC 236P Drive unit
ABB YB560103-CE DSQC 236T Drive unit
DSQC 239 Board - ABB RIO
ABB DSQC 241 Power supply
ABB YB560103-CM DSQC 242 Programming board
ABB 3HAA0001-CP DSQC 243 Serial measurement board
ABB 3HAA3563-ACA DSQC 245 Serial measurement board
ABB 3HAA3563-AAA DSQC 248 Programming board
ABB 3HAA3563-AGA DSQC 249A Rectifier
ABB 3HAA3563-AHA DSQC 249B Rectifier
ABB 3HAA3563-AD DSQC 252 System board
E3HAC028756-001 DSQC 253 SMB unit DSQC 573
E3HAA3563-AMA DSQC 253 Serial Measurement Board
E3E 042816 DSQC 253 Exch. Serial mes. DSQC 253W
6369901-218 DSQC 253 Serial Measurement Board
ABB 3HAB2211-1 DSQC 256A System board
ABB 3HAA3563-AUA DSQC 258 Power supply
ABB 3HAB8797-1 DSQC 266B Drive unit
ABB 3HAB8798-1 DSQC 266C Drive unit
ABB 3HAB8801-1 DSQC 266G Drive unit
ABB 3HAB8800-1 DSQC 266H Drive unit
ABB 3HAB8799-1 DSQC 266K Drive unit
ABB 3HAB8802-1 DSQC 266T Drive unit
ABB 3HAA3573-AAA DSQC 300 Board - Computer
ABB 3HAB2210-1 DSQC 300 Board - Computer
ABB 3HAB2233-1 DSQC 300 Board - Computer
ABB 6369901-380 DSQC 300 Board - Computer
ABB 3HAA3573-ABA DSQC 301 Programming board
ABB 3HAB2209-1 DSQC 306 Computer board
ABB 6369901-298 DSQC 306 Computer board
ABB E3HAB2209-1 DSQC 306 Computer board
ABB 3HAB3700-1 DSQC 313 Serial measurement board
ABB 3HAB4259-1 DSQC 313 Serial measurement board
ABB 3HAC9522-1 DSQC 313 Serial Measurement Board
ABB 3HAB2215-1 DSQC 314A Rectifier
ABB 3HAB2216-1 DSQC 314B Rectifier
ABB 3HAB2231-1 DSQC 314C Rectifier DC link
ABB 6369901-336 DSQC 314C Rectifier DC link
ABB E3HAB2231-1 DSQC 314C Rectifier DC link
ABB 3HAB2214-1 DSQC 315 Combi I/O
ABB 3HAB2219-1 DSQC 316 Computer board
ABB 3HAB2209-1 DSQC 317 Memory expansion board
ABB 3HAB2233-1 DSQC 322 Robot computer
ABB 3HAB5956-1 DSQC 323 Memory expansion board
ABB 3HAB5957-1 DSQC 324 Memory expansion board
ABB 3HAB2241-1 DSQC 325 Main computer
ABB 3HAB2242-1 DSQC 326 Robot computer
ABB 3HAB7230-1 DSQC 327 Analogue Digital Combi I/O
ABB 3HAB7229-1 DSQC 328 Digital 24 VDC I/O
ABB 3HAB7215-1 DSQC 331 Panel unit
ABB 3HAC17973-1 DSQC 332 Digital relay I/O
ABB 3HAB5845-1 DSQC 334 Power supply
ABB 3HAB6182-1 DSQC 335 Robot computer
ABB 3HNE00001-1 DSQC 336 Network board NIOC-01
ABB 3HAB8101-1 DSQC 345A Rectifier
ABB 3HAB8101-2 DSQC 345B Rectifier
ABB 3HAB8101-3 DSQC 345C Rectifier
ABB 3HAB8101-4 DSQC 345D Rectifier
ABB 3HAB8101-14 DSQC 345E Rectifier
ABB 3HAB8101-5 DSQC 346A Drive unit
ABB 3HAB8101-6 DSQC 346B Drive unit
ABB 3HAB8101-7 DSQC 346C Drive unit
ABB 3HAB8101-11 DSQC 346E Drive unit
ABB 3HAB8101-8 DSQC 346G Drive unit
ABB 3HAB8101-13 DSQC 346U Drive unit
ABB 3HNE00957-1 DSQC 350 Remote I/O
ABB 3HNE00065-1 DSQC 354 Encoder interface
DSQC 355 I/O Board
ABB 3HAB8101-10 DSQC 358C Drive unit / Rectifier
ABB 3HAB8101-12 DSQC 358E Drive unit / Rectifier
ABB 3HAB8101-15 DSQC 358F Driveunit / Rectifier
ABB 3HAB8101-16 DSQC 358G Drive unit / Rectifier
ABB 3HAC0373-1 DSQC 361 Main computer
ABB 3HAC1462-1 DSQC 363 Robot computer
ABB 3HAC1620-1 DSQC 365 Power supply
ABB 3HAC3180-1 DSQC 373 Robot computer
ABB 3HAC3462-1 DSQC 374 Power supply
ABB 3HAC10597-1 DSQC 386 Devicenet gateway
ABB 3HAC3616-1 DSQC 500 Main computer
ABB 3HAC3619-1 DSQC 503 Axis computer
ABB 3HAC4297-1 DSQC 506 Power supply
ABB 3HAC5393-2 DSQC 508 Battery unit
ABB 3HAC5687-1 DSQC 509 Panel unit
ABB 3HAC7519-2 DSQC 518A Flash disk 64Mb
ABB 3HAC7519-3 DSQC 518B Flash disk 128Mb
ABB 3HAC8848-1 DSQC 522 I/O computer board
ABB 3HAC12158-1 DSQC 532 I/O Computer
ABB 3HAC14265-1 DSQC 539 Power supply
ABB 3HAC14279-1 DSQC 540 Main computer
ABB 3HAC16917-3 DSQC 544A Flash disk 64Mb
ABB 3HAC16917-4 DSQC 544B Flash disk 128Mb
ABB 3HAB8101-19 DSQC 545A Rectifier
ABB 3HAB8101-18 DSQC 546A Drive unit
ABB 3HAC17396-1 DSQC 562 Serial measurement board
ABB 3HAC022104-001 DSQC 564A Flash disk 64Mb
ABB 3HAC022104-002 DSQC 564B Flash disk 128Mb
ABB 3HAC020466-1 DSQC 627 Power supply
ABB 3HAC025918-001 DSQC 653 Digital relay
ABB 3HAC025465-004 DSQC 656 Flash disk 256Mb
ABB YB560103-BD DSQC223 I/O Card
ABB YB560103-BL DSQC228
ABB YB560103-CA DSQC236A DriveUnit
ABB 3HAA 3562-AGA/2 DSQC249A PowerUnit
ABB 3HAA 3563-ALA/2 DSQC252
ABB 3HAB 2211-1/1 DSQC256A
ABB 3HAB2213-1/3 DSQC313
ABB 3HAB6372-1 DSQC330 S4C Rechner Rack
ABB 3HAB7215-1/07 DSQC331 S4C Safety Board
ABB cable DSQC352 Profibus
ABB cannot find pn DSQC355 Analogbaugruppe
ABB YB161100-DP DSQS 174 Teach pendant S2
ABB YB161100-DR DSQS 174 Teach pendant S2
ABB 48990001-FE DSSR 115 Power supply
ABB 48990001-FK DSSR 116 Power supply
CP10/30/40/60
FBM01 P0400DA 0-20MA輸入 8AI
FBM02 P0400YC 熱電偶/毫伏輸入 8AI
FBM03 P0400YD 熱電阻輸入(三線/四線制) 8AI
FBM04 P0400YE 0-20MA 輸入/輸出 4AI/4AO
FBM05 P0400YF 冗余0-20MA輸入/輸出 4AI/4AO
FBM06 P0400YG 頻率輸入/0-20MA輸出 4PI/4AO
FBM07 P0400YH 觸點/直流電壓輸入 16DI
FBM08 DM400YJ (P0400YJ) 120VAC 交流狀態輸入 16DI
FBM09 CM400YK (P0400YK) 觸點/直流電壓輸入/觸點輸出 8DI/8DO
FBM10 DM400YL (P0400YL) 120VAC交流狀態輸入/觸點輸出(2A) 8DI/8DO
FBM11 CM400YM (P0400YM) 240VAC交流狀態輸入/觸點輸出(1A) 8DI/8DO
FBM12 CM400YN (P0400YN) 觸點/直流電壓輸入擴展 16DI
FBM13 DM400YP (P0400YP) 120VAC 交流狀態輸入擴展 16DI
FBM14 CM400YQ (P0400YQ) 觸點/直流電壓輸入/觸點輸出擴展 8DI/8DO
FBM15 DM400YR (P0400YR) 120VAC交流狀態輸入/觸點輸出擴展(2A) 8DI/8DO
FBM16 CM400YS (P0400YS) 240VAC交流狀態輸入/觸點輸出擴展(1A) 8DI/8DO
FBM17 DM400YT (P0400YT) 0-10V 直流電壓/觸點輸入/輸出 4AI/2AO/4DI/4DO
FBM18 P0400YV 變送器輸入 8AI
FBM20 CM700QV (P0700QV) 240VAC 交流狀態輸入 16DI
FBM21 CM700TW (P0700TW) 240VAC 交流狀態輸入擴展 16DI
FBM22 P0900HS 手自動操作站接口 1AI/1AO
FBM24 DM900HT (P0900HT) 點/125V直流電壓輸入 16DI
FBM25 DM900NX (P0900NX) 點/125V直流電壓輸入擴展 16DI
FBM26 DM900HU (P0900HU) 觸點/125V直流電壓輸入/輸出 8DI/8DO
FBM27 DM900NY (P0900NY) 觸點/125V直流電壓輸入/輸出擴展 8DI/8DO
FBM39 P0902UT 智能變送器輸入/0-20MA輸出 4AI/4AO
FBM41 P0902XA 觸點輸入/觸點輸出(2.25A) 8DI/8DO
FBM42 P0902XB 觸點輸入/觸點輸出(2.25A)擴展 8DI/8DO
FBM46 P0950DA 冗余智能變送器輸入/0-20MA輸出 4AI/4AO
FBM201 P0914SQ DIN安裝 0-20MA輸入 8AI
FBM202 P0926EQ (P0914ST) DIN安裝 熱電偶/毫伏輸入 8AI
IPM03A P0904HB 后備AC/DC電源組件
IPM06A CM902WX AC/DC存儲器后備電源組件
FBM201b P0922YH 8通道0-100mV輸入接口組件
FBM201c P0922YJ 8通道0-5V輸入接口組件
FBM201d P0922YK 8通道0-10V輸入接口組件
FBM202 P0926EQ 8通道熱電偶/毫伏輸入接口組件
FBM203 P0914SV 8通道0-320熱電阻輸入接口組件
FBM203b P0922UA 8通道0-640熱電阻輸入接口組件
FBM203c P0922UD 8通道0-30熱電阻輸入接口組件
FBM204 P0914SY 8通道0-20mA輸入輸出接口組件
FBM205 P0914XG 冗余8通道0-20mA輸入/輸出接口組件
FBM206 P0916CQ 8通道脈沖輸入接口組件
FBM207 P0914TD 16通道電壓監視輸入接口組件(可選冗余)
FBM207b P0914WH 16通道24Vdc觸點輸入接口組件(可選冗余)
FBM207c P0917GY 16通道48Vdc觸點輸入接口組件(可選冗余)
FBM208 P0914TB 4通道0-20mA輸入/4通道0-20mA輸出組件
FBM211 P0914TN 16通道0-20mA輸入接口組件 FBM212模塊
FBM213 P0914XL 14通道熱電偶輸入接口組件 FBM213模塊
FBM214 P0914XN 8通道熱電阻輸入接口組件 FBM214模塊
P0914XQ 8通道HART通訊輸入接口組件
FBM215 P0922VU 8通道HART通訊輸出接口組件
FBM216 P0922VV 冗余8通道0-20mA/HART輸入接口組件
FBM217 P0914TR 32通道離散量輸入接口組件(可選冗余)
FBM218 P0922VW 冗余8通道0-20mA/HART輸出接口組件
Schneider AS-BDAU-204
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