Core Viewpoint - The core team of Guanglong Integration comes from a national research institute in Guilin and focuses on the research and development of optical switch-related technologies [1] Company Background - Guanglong Integration has a long-term layout in various control methods including mechanical, MEMS micro-mechanical, magneto-optical, electro-optical, and waveguide types [1]

Core Viewpoint - The company has accumulated certain capabilities in MEMS underlying technology and has developed the research, design, and manufacturing capabilities for MEMS mirrors [1] Group 1: MEMS OCS Capabilities - The company possesses the ability to develop and manufacture core components for MEMS OCS, including MEMS arrays, fiber collimator arrays, filters, and optical circulators [1] - The MEMS array is identified as the core component with the highest cost proportion [1] - The company has not yet initiated the research and production of complete OCS products, indicating a potential strategy to enter this field more efficiently through acquisitions [1]

Core Viewpoint - MEMS LBS is not currently considered an essential component for basic vehicle operation, but it shows potential as a differentiated value-added feature due to increasing demands for automotive intelligence and personalization [1] Industry Insights - The automotive industry is witnessing a shift towards smart and personalized features, with MEMS LBS technology emerging as a potential differentiator [1] - High-end models are already implementing ground projection interactive functions, such as welcome patterns and parking warnings, primarily using high-power light source technology [1] - Existing lateral projections are mostly fixed monochrome and lack customization capabilities, highlighting a gap in the market for more advanced solutions [1] Product Potential - New MEMS LBS products can achieve color, high-resolution, and miniaturized projections that can be embedded around the vehicle in a 360-degree manner [1] - This technology not only enhances the emotional value for vehicle owners but also provides practical information about the vehicle's status [1] - With approximately 90 million new cars produced annually worldwide, the market potential for MEMS LBS products is significant [1]

Core Viewpoint - The company is focusing on the mass production of MEMS micro-mirrors, with significant orders already secured in the industrial sector, particularly in the automotive LiDAR and laser projection fields [1] Group 1: Product Development - The company offers MEMS micro-mirror products in various diameters: 4mm, 1mm, 1.6mm, and 8mm, with the 4mm version already receiving bulk orders in the industrial sector [1] - The company is currently engaged in custom R&D for major clients in smart transportation LiDAR, mobile, and automotive applications, having secured NRE contracts [1] Group 2: Market Focus - The company is prioritizing the automotive LiDAR and laser projection markets, aiming to meet the demands of leading clients [1] - Some automotive clients expect the MEMS LBS system to be implemented in vehicles by the end of 2026, and the company is committed to advancing the LBS project accordingly [1] Group 3: Future Outlook - If progress continues smoothly, the company anticipates a gradual release of related business performance as the LBS project advances [1]

Core Viewpoint - The core team of Guanglong Integration comes from a national research institute in Guilin and focuses on the research and development of optical switch-related technologies [1] Company Background - Guanglong Integration has a long-term layout in various control methods including mechanical, MEMS micro-mechanical, magneto-optical, electro-optical, and waveguide types [1]

Core Viewpoint - The company, Yintan Zhikong (300131.SZ), confirmed that the deflection speed of its OCS MEMS micro-mirror is at the microsecond level, which is a critical feature for achieving millisecond-level overall optical path switching in OCS systems [1] Group 1 - The deflection speed of the MEMS micro-mirror is at the microsecond level [1] - This fast mechanical response supports OCS in achieving millisecond-level optical path switching [1] - Faster deflection speeds lead to higher switching frequencies for OCS [1]

Core Viewpoint - The company is focusing on the mass production of MEMS micro-mirrors, with significant orders already secured in the industrial sector, particularly in automotive LiDAR and laser projection applications [1] Group 1: Product Development - The company’s MEMS micro-mirror products come in various diameters, including 4mm, 1mm, 1.6mm, and 8mm, with the 4mm version already receiving bulk orders in the industrial field [1] - The company is prioritizing clients in the automotive LiDAR and laser projection sectors, currently engaging in custom R&D for leading clients [1] Group 2: Client Engagement and Future Projections - The company has secured NRE contracts with top clients in smart transportation LiDAR, mobile, and automotive applications [1] - Some automotive clients expect the MEMS LBS system to be implemented in vehicles by the end of 2026, and the company aims to meet these client demands while advancing the LBS project [1] - If progress continues smoothly, the related business performance is expected to gradually improve [1]

Core Viewpoint - The company has accumulated certain capabilities in MEMS underlying technology and has developed the research, design, and manufacturing capabilities for MEMS mirrors [1] Group 1: MEMS OCS Capabilities - The company possesses the ability to develop and manufacture core components for MEMS OCS, including MEMS arrays, fiber collimator arrays, filters, and optical circulators [1] - The MEMS array is identified as the core component with the highest cost proportion [1] - The company has not yet initiated the research and production of complete OCS products, indicating a potential strategy to enter this field through acquisitions for greater efficiency [1]

Core Viewpoint - MEMS LBS is not currently considered an essential component for basic vehicle operation, but it shows potential as a differentiated value-added feature due to increasing demands for automotive intelligence and personalization [1] Industry Insights - The automotive industry is witnessing a shift towards smart and personalized features, with MEMS LBS technology emerging as a potential differentiator [1] - High-end models are already implementing ground projection interactive functions, such as welcome patterns and parking warnings, primarily using high-power light source technology [1] - Existing lateral projections are mostly fixed monochrome and lack customization capabilities, highlighting a gap in the market for more advanced solutions [1] Product Potential - New MEMS LBS products can achieve color, high-resolution, and miniaturized projections that can be embedded around the vehicle in a 360-degree manner [1] - This technology not only enhances the emotional value for vehicle owners but also provides practical information about the vehicle's status [1] - With approximately 90 million new cars produced globally each year, the market potential for MEMS LBS products is significant [1]

Core Viewpoint - The company is focusing on the MEMS chip sector, particularly in the automotive lidar and laser projection fields, and is actively seeking collaboration opportunities with quality enterprises in the industry chain [1] Group 1: Company Focus - The company is currently prioritizing clients in the automotive lidar and laser projection areas for its MEMS chip development [1] - The company has signed NRE contracts with clients to co-develop customized products in these fields [1] Group 2: Collaboration Strategy - The company maintains an open attitude towards communication and collaboration with upstream and downstream quality enterprises in the industry [1]