China Post Securities released a research report stating that BLACK SESAME (02533) has entered into a deep strategic partnership with Zhichi Zhiyuan to jointly promote innovative applications of optical communication modules in automotive assisted driving and embodied intelligence terminals (robots). The collaboration aims to address high-data-volume transmission (e.g., multi-sensor data) and low-latency transmission needs, reinforcing the firm's "Buy" rating. Key insights from China Post Securities are as follows:
**Launch of SesameX Multi-Dimensional Embodied Intelligence Computing Platform: Enabling Robots to Evolve from "Operational" to "Adaptive"** As the global robotics industry advances toward complex tasks, traditional "fragmented-module, static-deployment" architectures struggle to meet real-world challenges. A stable, scalable, and evolvable intelligent computing foundation is essential. The company introduced the SesameX multi-dimensional intelligent computing platform, which includes three self-developed computing modules—Kalos, Aura, and Liora—tailored for robots of varying complexity. The platform integrates hardware components, supports mainstream interfaces, and provides mass-production-ready hardware foundations, enabling standalone, cluster, and edge-cloud collaboration.
From an ecosystem perspective, the company’s modular design and unified interfaces reduce system integration complexity for robot manufacturers and algorithm partners. Commercially, it addresses full-scenario robotic demands—from mobility to manipulation, service to humanoid—and offers end-to-end support from R&D to mass production, positioning itself as a core partner for robotics commercialization. Currently, BLACK SESAME has expanded its strategic collaboration with Joyson Electronics into robotics, jointly developing and validating next-generation embodied intelligence robot control systems and industry solutions. It is also exploring applications in the power sector with Hubei Huazhong Electric Technology.
**Deploying "Optical-Electronic Co-Packaging," Focusing on Assisted Driving and Embodied Intelligence** The company deepened its strategic partnership with Zhichi Zhiyuan, a subsidiary of Zhongji Innolight, to innovate optical communication modules for automotive (assisted driving) and embodied intelligence terminals (robots). This collaboration tackles high-data-volume, low-latency transmission needs, enhancing real-time decision-making and responsiveness (e.g., real-time interaction of vehicle perception data in assisted driving or high-speed data exchange for multi-device robot coordination).
In the smart vehicle sector, leveraging BLACK SESAME’s automotive-grade assisted driving chips and Zhichi Zhiyuan’s optical communication technology, the partnership develops full-scenario assisted driving solutions for passenger and commercial vehicles, covering L2 to L4 autonomous driving levels. The synergy of "chip computing power + optical module high-speed transmission" improves processing and interaction efficiency for perception data (e.g., LiDAR, camera data).
In embodied intelligence terminals, the company combines its high-efficiency AI chip computing power with Zhichi Zhiyuan’s high-speed data transmission capabilities to create AI industrial robot solutions. These meet core demands like precision control, real-time interaction, and multi-device coordination, breaking technical barriers and advancing intelligent upgrades in industrial production and smart manufacturing.
**Risk Warnings** Potential risks include slower-than-expected technology iteration and R&D investment, intensified industry competition, instability in customer partnerships, and slower-than-anticipated growth in autonomous driving adoption.