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南极光:公司深圳厂区与江西万载厂区共同构成了超700万片/月的规模化产能
Zheng Quan Ri Bao Wang· 2025-08-20 10:45
Core Viewpoint - The company, Nanji Guang (300940), has a combined production capacity exceeding 7 million units per month from its Shenzhen and Jiangxi Wanzai factories, which positions it well to meet the demands of key clients, including Nintendo for the Switch 2 [1] Production Capacity - The Shenzhen factory has a monthly capacity of over 2 million units, while the Jiangxi Wanzai factory has a capacity of over 5 million units, totaling more than 7 million units per month [1] - The Wanzai factory covers an area of approximately 56,700 square meters and has the capability for rapid capacity expansion [1] Client Demand and Flexibility - The production capacity is designed to effectively support core client orders and existing demand, including those from Nintendo for the Switch 2 [1] - The company possesses efficient capacity adjustment and rapid ramp-up capabilities, allowing it to respond flexibly to sudden increases in demand [1] Technological Advancements - As the exclusive supplier of backlight sources for the Nintendo Switch 2, the company continuously iterates its technology to meet the stringent requirements of end customers regarding display performance and delivery efficiency [1]