天德钰：公司显示驱动芯片的主要应用场景集中在存量设备维修及替换市场

Core Viewpoint - The company, Tiande Yu, focuses on the maintenance and replacement market for display driver chips, emphasizing product stability, compatibility, and delivery assurance over sensitivity to upstream storage price fluctuations [1] Group 1 - The main application scenarios for the company's display driver chips are concentrated in the existing equipment maintenance and replacement market [1] - Downstream customers prioritize product stability, compatibility, and delivery assurance, showing relatively low sensitivity to fluctuations in upstream storage prices [1] - The company's product solutions have limited direct dependence on storage components, making the impact of raw material price fluctuations on overall operating costs relatively controllable [1] Group 2 - The company plans to continue optimizing supply chain management and product structure to mitigate the effects of external price fluctuations [1]