利亚德：公司自有MicroLED总产能已达到每月2800KK

Core Insights - The company is focusing on both B2B and B2C markets, with a new strategy for AR glasses and AI toys, leveraging its existing B2B customer resources and industry advantages to penetrate the tourism, office, and conference sectors [1][3] - The company has launched a consumer-oriented AR glasses priced at 3999 yuan, featuring smart prompting and real-time translation, emphasizing lightweight design and long battery life [3] - The company is advancing its MicroLED technology, with the introduction of Hi-Micro products that utilize substrate-free Micro chips, significantly improving display quality and reducing traditional packaging steps [3] - The company's MicroLED production capacity has increased to 2800KK per month, with plans for further expansion to meet future market demand [4] B2B Strategy - The company is implementing a "dual approach" strategy in the AR glasses sector, focusing on customized solutions for B2B clients in specific industries [1] - The commercialization of AR glasses is integrated into overall project sales rather than fixed pricing per product [1] B2C Strategy - The company is entering the B2C market with a new AR glasses product, marking a significant shift in its operational focus [3] - There are currently no rigid performance targets set for the B2C product development and sales [3] MicroLED Technology - The Hi-Micro product features a chip size of less than 30μm, which is expected to lower costs significantly as upstream chip cutting technology improves [3] - The cost structure of Hi-MicroLED products is primarily driven by chip costs, contrasting with traditional LED displays where lamp bead costs dominate [3] Production Capacity - The company has increased its MicroLED production capacity to 2800KK per month, with an additional 1200KK capacity planned for future expansion [4] - The first phase of Hi-Micro production capacity has already been implemented, contributing to the overall increase [4]