Core Viewpoint - The diamond industry is currently divided into two main applications: structured applications and functional applications, with functional applications including heat sinks and optical window pieces. The demand for diamond heat sinks is expected to rise in the chip manufacturing sector due to the high heat dissipation needs driven by artificial intelligence advancements, potentially shifting diamonds from "optional" to "essential" materials [1] Group 1: Industry Insights - The diamond industry is focusing on functional applications, which are gaining attention due to the increasing heat dissipation requirements in technology sectors [1] - The company has been strategically investing in the diamond functional application sector since 2015, selecting the MPCVD method for its high-quality diamond production and broad compatibility with various product lines [1] Group 2: Company Developments - The company began generating revenue from heat sinks and optical windows in 2023, with expectations to exceed 10 million yuan by 2025 [1] - Currently, the application fields are primarily in non-civilian sectors, while civilian applications are undergoing product testing by leading domestic manufacturers, with test results anticipated by 2026 if progress is favorable [1]
国机精工:公司2015年开始布局金刚石功能化应用方向