聚灿光电：公司成立以来，专注于氮化镓蓝绿光芯片，各项产品性能指标都遥遥领先

Core Viewpoint - The LED industry has undergone significant consolidation, with 聚灿光电 increasing its market share from 6.59% in 2021 to 8.52% in 2024, positioning itself among the top players in China [1] Company Summary - 聚灿光电 was established in 2010 and focuses on GaN blue and green light chips, leading in performance metrics across its product range [1] - The company has a stable profit base from its lighting and backlight businesses, which supports the rapid development of its red and yellow light projects [1] - The introduction of red and yellow light products is a crucial step in completing the company's full-spectrum technology portfolio, addressing gaps in full-color display technology [1] - The company aims to optimize its product structure and enhance technical capabilities, achieving comprehensive product coverage and significant advancements in direct display fields [1] Industry Summary - The LED industry is entering an initial stage of monopoly, with a significant reduction in the number of competitors compared to a decade ago, leading to differentiated roles among manufacturers [1] - The market share of 聚灿光电 is expected to grow further due to the rapid rise of RGB display and Mini LED markets, alongside improvements in blue and green light chip performance and the release of red and yellow light chip capacity [1]