Xingchen Technology plans to launch its second automotive lidar chip in late 2026, targeting applications beyond vehicles like robotics and smart wearables. The company anticipates its automotive lidar chips will enter mass production starting in 2027, with a goal of shipping millions of units and becoming a global leader in the market within three years. Separately, strong demand for AI chips is creating a tight supply for high-end MLCCs, impacting consumer MLCC availability and potentially leading to price increases. AI
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IMPACT Automotive lidar chips are increasingly incorporating AI, and the demand for AI chips is impacting component supply chains.
RANK_REASON Product launch and production ramp-up for automotive lidar chips, with implications for AI chip supply chains. [lever_c_demoted from significant: ic=1 ai=0.7]