斯迪克：光学显示板块进口替代进程有加速的预期

Core Viewpoint - The optical display sector is expected to accelerate its import substitution process, driven by increasing sales and market opportunities, particularly in the foldable screen and VR glasses segments [1] Group 1: Company Insights - The optical display segment is the area with the highest R&D investment and product added value for the company [1] - The company has accumulated experience in the foldable screen and VR glasses fields, leading to rapid growth in sales revenue within the optical display sector [1] Group 2: Industry Trends - Historically, suppliers from the United States and Japan have dominated the market share in the optical display sector [1] - The global tariff situation has created an expectation for accelerated import substitution in this field [1]