Core Viewpoint - The company highlights the cost structure differences between traditional LED displays and MicroLED technology, indicating that MicroLED's chip costs are currently the highest, with potential for significant cost reductions in the future as cutting technology improves [1] Group 1: Cost Structure - In traditional LED displays, the largest cost component is the lamp bead, while in MicroLED, the chip cost is the most significant [1] - The MicroLED industry is still in its early development stage, with expectations for lower chip costs as technological advancements occur [1] Group 2: Market Demand and Applications - The company reports that its MicroLED products have been successfully applied in high-end meetings, cinemas, all-in-one machines, and special industries [1] - There has been a notable increase in overseas demand for MicroLED products this year, indicating a growing market interest [1] Group 3: Profitability - MicroLED products maintain a relatively stable and high profitability level within the company's display category [1]
利亚德:MicroLED产品已在高端会议、影院等场景实现良好应用