兆驰股份：公司光通信业务与LED产业链协同优势显著

Core Viewpoint - The company, Zhao Chi Co., Ltd. (002429), highlights significant synergies between its optical communication business and the LED industry chain, emphasizing cost efficiency and technological compatibility in its operations [1] Group 1: Business Synergies - The company can reuse existing capacity, as its 20-chamber MOCVD equipment can fully cover the production needs for Mini display chips, infrared chips, and optical chips, significantly lowering investment costs for laser chip production [1] - The manufacturing processes and epitaxial growth techniques for optical chips are highly compatible with the company's existing compound semiconductor technology, allowing for direct reuse of current MOCVD and lithography, etching, and other front-end equipment [1] - The company has effectively completed process migration and production line co-verification, establishing a preliminary vertical integration layout for optical chips, optical devices, and optical modules [1] Group 2: Future Growth Strategy - The company plans to start small-scale shipments of DFB chips and aims to continuously advance towards higher-speed optical chip technologies, leveraging its vertical integration advantages to create new revenue growth engines [1]