图片来源：LG Display 此外，公司的动态频率和分辨率技术能够在高清分辨率下实现最高720Hz的刷新率，用户可以根 据具体内容选择合适的刷新率模式。 LG Display表示，这些面板通过特殊薄膜和改进的板结构，能够阻挡99%的内外部光线反射，确 保在500 lux光照条件下，画面质量不会出现色彩失真。（来源：IT之家） 6月2 7 日，LG Display发布公告称，公司已开始批量生产用于27英寸显示器的第四代OLED面 板，峰值亮度为1500尼特，刷新率最高为280Hz。 据了解 ，这些面板运用了Primary RGB Tandem技术，堆叠红、绿、蓝三原色成四层独立结构， 基于1.5%的平均图像电平（APL），峰值亮度可以实现1500尼特，刷新率为280Hz。 LG Display表示，这些面板能够实现99.5%的色彩还原和0.03毫秒的响应时间，而传统LCD显示 器的响应时间通常为1.0毫秒。 公司还宣布，已开发出一款刷新率为540Hz的QHD分辨率OLED显示器面板，并计划不久后发布。 据悉，540Hz面板的大规模生产将在今年下半年启动，待全球制造商完成产品评估后进行。 公司指出，量产刷新率超 ...

Daktronics (DAKT) Q4 2025 Earnings Call June 25, 2025 11:00 AM ET Company Participants Carla Gatzke - VP - Human Resources & Corporate SecretaryAndrew Siegel - ChairmanBrad Wiemann - EVP, Interim President & CEOHoward Atkins - Acting CFO, Treasurer & Chief Transformation Officer Conference Call Participants Aaron Spychalla - Senior Research AnalystAnja Soderstrom - Senior Equity Research AnalystMac Furst - Research Analyst Operator Good day, and thank you for standing by. Welcome to the Daktronics Fourth Qu ...

Financial Data and Key Metrics Changes - The company reported a strong finish to a transformational year, with a 29% increase in backlog from Q3 and a 17% year-over-year increase [15][39] - Adjusted operating income for 2025 was $50 million, down from a record $87 million in 2024, with an adjusted operating income margin of 6.6% compared to 10.6% in 2024 [36][39] - Operating cash flow more than doubled year-over-year, with a 54.5% growth for the year, totaling $97.7 million [32][41] Business Line Data and Key Metrics Changes - In the Live Events segment, orders decreased 12% year-over-year, but the company expects continued growth due to new projects and repeat customers [20][18] - The Commercial business saw a 31% increase in orders for the year and a 44% increase in Q4 compared to the previous year, driven by strong demand in out-of-home advertising [21][22] - Transportation orders decreased 10% year-over-year but increased 14% from Q4, supported by notable wins in intelligent transportation systems [23][24] Market Data and Key Metrics Changes - International orders grew 32% year-over-year and more than doubled from Q4 of the previous year, with significant contributions from advertising orders in various countries [25][26] - The High School Park and Recreation business experienced record orders, growing 19% for the year and 33% for Q4, driven by strong adoption of video solutions [27][28] Company Strategy and Development Direction - The company is focused on achieving higher operating margins of 10% to 12% and a return on invested capital (ROIC) target of 17% to 20% by fiscal year 2028 [47] - The transformation plan includes value-based pricing, revenue mix diversification, and new product introductions to drive growth [48] - The company is committed to maintaining a strong balance sheet and investing in high-growth, high-margin business products [41][42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about revenue growth in FY 2026, supported by a strong backlog and order flow [55][39] - The company is adapting to the tariff environment and remains flexible in its pricing and supply chain strategies [49][50] - Management emphasized the importance of executing the transformation plan and achieving long-term financial objectives [51][52] Other Important Information - The company incurred $16.5 million in non-recurring expenses related to transformation initiatives, with $7.5 million in Q4 [34][35] - A new $10 million share repurchase program was approved by the board, following a previous program [76] Q&A Session Summary Question: Revenue growth outlook for FY 2026 - Management indicated that all markets are expected to show growth, aligning with the 7% to 10% compound annual growth rate target through FY 2028 [55][56] Question: Margin outlook and tariff impacts - Management discussed implementing value-based pricing and driving operational efficiencies to improve margins, despite tariff uncertainties [57][58] Question: Update on commercial segment and AV network expansion - Management highlighted optimism in the commercial business, particularly in out-of-home advertising, and plans to aggressively grow the AV integrator space [60][61] Question: Working capital and capital allocation - Management stated that the primary use of capital will be for growth initiatives, product development, and digital transformation, with share repurchase also being considered [64][66] Question: Strength of international orders and future expectations - Management noted significant growth in international orders and a strong pipeline, which is expected to contribute to revenue growth in FY 2026 [72][73] Question: Future consulting fees related to transformation initiatives - Management confirmed that no additional consulting fees are expected for the completed transformation initiatives, but some new initiatives may arise [74][75]

Core Insights - Daktronics, Inc. announced participation in the Craig-Hallum Capital Group's 22nd Annual Institutional Investor Conference on May 28, 2025, with Interim CEO Brad Wiemann and Acting CFO Howard Atkins representing the company [1] Company Overview - Daktronics is the world's largest supplier of large-screen video displays, electronic scoreboards, LED text and graphics displays, and related control systems [2] - The company operates in four domestic business units: Live Events, Commercial, High School Park and Recreation, and Transportation, along with one International business unit [2] - Daktronics specializes in the control of display systems that integrate multiple complex displays to show real-time information, graphics, animation, and video [2]

【WitsView整理】 在近期举办的2025中国产业转移发展对接活动上，深圳创普投资控股公司旗 下柔性OLED显示屏生产基地项目正式签约落户湖南湘乡市。 图片来源：创普开业 据报道，2024年湘潭全市电子信息与智能终端产业链完成产值同比增长55.7%，规模以上企业超 70家。此次柔性OLED显示屏项目的引进，将进一步完善新型显示产品体系。 据悉，该项目总投资达10亿元，计划在湘乡市电子信息产业园建设15条柔性OLED显示屏生产 线。目前，项目用地已正式完成购置。 湖南创普开业科技有限公司（深圳创普投资控股子公司）相关负责人表示，自2020年落户湘乡以 来，公司产能规模持续扩张，生产线从最初的8条增至目前的200余条，年产值从4亿元跃升至38 亿元。 资料显示，湖南创普开业科技有限公司（下文简称"创普开业"）是一家主要生产液晶显示屏模组 的生产型企业，产品广泛应用于手机、智能穿戴、车载、智能家居、数码产品等领域。公司生产 厂房面积近8万平方米，月产能超2000万片液晶显示屏。 2025年，创普开业将启动三期项目建设，在已购买的42亩土地上自建厂房，用于产能扩充和生产 线升级，建设芯片研发以及液晶显示屏上下游配 ...