Core Viewpoint - The company is actively advancing its strategic transformation towards Mini LED and semiconductor packaging, with a focus on high-end equipment, while reducing its presence in the traditional LED equipment market [2][4]. Group 1: Mini LED Business Progress - The company reported good order conditions for Mini LED equipment, with acceptance primarily dependent on customer situations [2]. - A recent procurement order for Mini LED bonding machines was signed with Suzhou Huaxing Optoelectronics Co., Ltd., a subsidiary of TCL Huaxing [2]. - The Mini LED equipment business has seen continuous revenue growth, with gross margins exceeding 40% [4]. Group 2: R&D Investment and Future Plans - The company plans to increase R&D investment in semiconductor and Mini/Micro LED intelligent manufacturing equipment, with a total investment of 97.6192 million yuan in 2024, a 1.13% increase from 2023 [4]. - Mini LED will remain a key focus area for R&D investment in 2025 [4]. - The completion of the main structure of a high-end intelligent equipment manufacturing base is expected to accelerate development in the Mini/Micro LED equipment sector [4].
苏州华星采购Mini LED固晶机
WitsView睿智显示·2025-07-31 08:01