7.14亿，歌尔股份间接投资Micro LED技术商Plessey

Core Viewpoint - The article discusses GoerTek's strategic investment in Haylo to enhance its Micro LED technology and support its AI smart glasses and AR business development [3][9]. Investment Announcement - GoerTek announced a loan of up to $100 million (approximately 714 million RMB) to Haylo to promote the maturity of Micro LED technology and products [3][9]. - The loan will be used by Haylo to acquire 100% of Plessey Semiconductors Limited and to increase Plessey's capital for purchasing Micro LED-related fixed assets and supplementing working capital [5]. Plessey Semiconductors Overview - Plessey, established in 2000, focuses on developing ultra-high-resolution Micro LED displays for AR and VR devices [5]. - Plessey has collaborated with companies like Vuzix and Meta to develop AR/VR micro-display technology [5]. Technological Achievements - Plessey has launched several products, including a monochrome passive matrix Micro LED display and the world's first silicon-based InGaN red LED [6]. - In January 2023, Plessey and Meta announced a breakthrough in developing the highest brightness red Micro LED display, achieving up to 6,000,000 nits brightness at high resolution (<5 microns) [6]. Financial Performance - Despite being in the early stages of Micro LED technology, Plessey reported profitability in recent years, with revenues of approximately $74.79 million and a net profit of about $12.41 million for the fiscal year 2024 [6]. - For the fiscal year 2025, Plessey's revenue is projected to be around $72.72 million, with a net profit of approximately $2.8 million [6]. GoerTek's Business Transition - GoerTek, known for precision components and smart hardware manufacturing, aims to reduce reliance on major clients by expanding its VR/AR headset and smart gaming console business [7]. - In the first half of 2022, smart hardware became GoerTek's largest business segment, boosting the company's overall gross margin [7]. Optical Technology Development - GoerTek established GoerTek Optics in 2012 to focus on the R&D and production of optical display technologies for VR & AR and micro-projection [8]. - The company has developed various AR optical products based on DLP, LCoS, and Micro LED technologies [8]. Strategic Goals - The investment aims to enhance GoerTek's resource integration capabilities in the upstream supply chain and strengthen strategic cooperation with leading industry clients [9]. - This investment is expected to further promote the maturity of Micro LED technology and products, benefiting GoerTek's AI smart glasses and AR business in the future [9].