智通财经APP讯，极米科技(688696.SH)发布公告，公司的全资子公司宜宾市极米光电有限公司(简称"宜 宾极米")于近日收到某国内知名汽车主机厂的开发定点通知，宜宾极米将成为该客户某车型的车载投影 供应商。 此次客户定点通知有利于公司智能座舱显示业务的拓展和持续发展，符合公司和股东的利益。开发定点 通知不构成订单或销售合同，预计该项目对本年度经营业绩不会产生重大影响，此次开发定点涉及的产 品量产后，公司将根据该客户实际订单交付情况进行产品收入确认，预计项目生命周期内对公司经营业 绩产生积极影响。 ...

Investment Rating - The report does not explicitly state an investment rating for the smart cockpit display industry Core Insights - The smart cockpit display industry in China is rapidly developing due to the continuous impact of automotive upgrades and advancements in electronic technology, with new technologies such as OLED, Mini LED, Micro LED, and AR-HUD accelerating their application [4] - The industry is characterized by trends towards larger and more integrated displays, diversification of display technologies, and the rise of a competitive local supply chain [16][19] - The market size of the smart cockpit display industry is projected to grow from 20.406 billion RMB in 2021 to 30.269 billion RMB in 2024, with a compound annual growth rate (CAGR) of 14.05% [34] Industry Definition - Smart cockpit display refers to the devices and technologies installed inside vehicles to present various information, playing a key role in human-vehicle interaction [5] Industry Classification - The smart cockpit display industry can be classified based on the location of the display screens, including central control screens, passenger screens, instrument screens, head-up displays (HUD), and rearview mirrors [6][8][9][10][11] Industry Characteristics - The industry features a trend towards larger and multi-screen configurations, with significant advancements in display technology and the emergence of a robust local supply chain [16] Development Phases - The industry has evolved from reliance on imports to local production capabilities, transitioning from single-function displays to advanced, integrated systems [20][22][23] Industry Chain Analysis - The industry chain consists of upstream components, midstream module manufacturing and system integration, and downstream markets for original equipment manufacturers (OEMs) and aftermarket retailers [24][25][33] Market Size and Growth - The smart cockpit display market is expected to grow significantly, driven by increasing automotive sales and the demand for advanced display technologies [34][35] Competitive Landscape - The global smart cockpit display industry is highly concentrated, with leading companies like BOE and Tianma holding significant market shares due to their technological advantages and scale [42][43]