Core Insights - The acquisition by Yingtang Zhikong aims to leverage its existing optoelectronic sensing business to enter the rapidly growing core device sector of optical communication and create synergies [1] Group 1: Acquisition Strategy - The acquisition is intended to enhance capabilities in the optical communication core device market, which is experiencing significant growth [1] - Yingtang Zhikong's overseas IDM factory has nearly 20 years of experience in MEMS mirror development and has achieved mass production, which is expected to support the core components of the target company's OCS products [1] Group 2: Supply Chain Advantages - The acquisition is expected to resolve the current issues faced by the target company, Guanglong Integration, regarding slow response times due to reliance on external procurement or outsourcing [1] - By providing production capacity and process support, the acquisition will create a competitive advantage in the supply chain [1]
英唐智控:切入光通信核心器件领域并形成协同,解决光隆集成依赖外购导致的响应缓慢问题