活力中国调研行｜一块屏幕背后的“制造业朋友圈”

Core Insights - The company has developed smart screens and AI interactive teaching platforms that have reached 2.8 million classrooms and 10 million teacher users, showcasing significant market penetration [1] - The rapid growth of smart screens is attributed to Guangzhou's advantageous location, which supports a comprehensive supply chain from component procurement to assembly [1] - The company is a leading provider of interactive smart panels for over 80% of China's top 500 companies and is expanding into home appliances, smart connected vehicles, and healthcare [1] - The company emphasizes collaboration within its "manufacturing circle" to enhance innovation and competitiveness in the global market [1] Company Performance - The company has shipped over 700 million main control boards globally, with one in three televisions produced worldwide utilizing its technology [2] - The company maintains a robust R&D investment, exceeding 7% of revenue for several years, and has developed a rolling R&D mechanism that includes pre-research, development, and sales [2] - By the end of 2024, the company expects to have over 11,000 authorized patents, with an average of 1.6 patents per employee [2] Industry Trends - The company is aligning its R&D efforts with national industrial policies and market trends, focusing on the integration of artificial intelligence and interactive display technologies [3] - The company aims to enhance product versatility and intelligence to better serve various application scenarios [3] Regional Development - Guangzhou has become a hub for the ultra-high-definition display industry, with over 2,000 companies in the supply chain, including nearly 500 large-scale industrial enterprises [5] - The region is home to major players like LG, the company, and Skyworth, forming the world's largest ultra-high-definition display module production base [5] - The collaborative innovation model in Guangzhou is exemplified by the successful integration of upstream electronic chemicals and materials, contributing to the construction of a "world display capital" [5]