南极光：公司配套的Switch2背光源模组产品已实现规模化稳定交付

Core Viewpoint - The company has achieved large-scale and stable delivery of its Switch2 backlight module products, with sales expected to grow alongside the sales of the Switch2 main unit, maintaining reasonable profit levels [1] Group 1: Company Transformation - The company's sales structure has successfully transformed from primarily low-margin mobile products to focusing on high-margin products such as the Switch2 gaming products and tablets [1] - This transformation is expected to drive continuous improvement in the company's operating conditions from 2024 to the first quarter of 2025 [1] Group 2: Production and Profitability - In the first half of the year, the company focused on sample development and trial production, with mass supply expected to begin in the second half of the year [1] - As the proportion of high-end customers and high-value-added products increases, both gross margin and net margin are anticipated to further grow [1]