Group 1: Core Competencies - The company has established strong relationships with high-profile clients such as Apple, META, Microsoft, Cisco, Tesla, Google, Amazon, Qualcomm, BYD, Foxconn, Quanta, and Compal, which enhances its competitive edge [2][3] - The company possesses significant technical capabilities in consumer electronics, servers, and passive components, allowing it to keep pace with client product iterations [2][3] - A proprietary management system enables the company to quickly match client needs and ensure high-quality, timely product delivery [2][3] Group 2: Client Collaboration and Development - The company has evolved from initial collaborations with Dell and HP in 2005 to partnerships with IBM and Cisco, gradually expanding to Microsoft and Apple [2][3] - Continuous collaboration with clients is supported by strong technical capabilities and a modular production approach, enhancing production capacity and meeting client demands [3] - The company has established production bases in Vietnam, Mexico, and the USA to align with clients' local supply chain needs [3] Group 3: Standardized Products and Market Potential - The company's standardized products include six-sided appearance inspection equipment, packaging machines, high-speed testers, laminators, and semiconductor dicing machines [4] - The MLCC and semiconductor sectors are projected to generate a market demand of hundreds of billions annually due to increasing complexity and precision in electronic products [4] Group 4: Business Adjustments and Future Outlook - A reduction in R&D personnel in 2024 is attributed to the optimization of projects as market trends become clearer [5] - The company’s Mexican operations are primarily supported by core technical personnel from China, as the local supply chain is still developing [5] - The consumer electronics segment is expected to remain stable, but its proportion may decrease due to growth in other business areas [6] Group 5: Strategic Initiatives and Financial Planning - The company is focused on the semiconductor sector through its investment in Bojie Chip, aiming for significant revenue growth [8] - Plans to engage in the automotive electronics market are underway, with a focus on high-margin products despite higher overall costs [9] - The company is exploring refinancing options to support expansion and strategic upgrades while solidifying its business foundation [11]

Group 1: Company Strategy and Market Position - The company aims to diversify its downstream major clients and expand from consumer electronics to server and automotive electronics, which is expected to support its business for the next three years [2][3] - The company plans to transition from a single equipment supplier to a component supplier based on the needs of major clients, particularly in the AI server and liquid cooling sectors [2][3][4] Group 2: Product Development and R&D - The company has identified significant demand for liquid cooling solutions due to the limitations of air cooling in high-power products, leading to increased R&D investment in this area [4] - The company has been actively exploring customer needs for components, leveraging its technical reserves in areas such as harmonic reducers and joints [3][5] Group 3: Financial Performance and Cost Management - The company is focused on cost and expense management, aiming to achieve economies of scale as product output increases, following a period of high management and R&D expenses [7] - The gross margin and performance have shown signs of recovery, with ongoing efforts to streamline operations and reduce costs [7] Group 4: Market Opportunities and Product Offerings - The company has developed various testing equipment for AI servers and AI glasses, with equipment values ranging from hundreds of thousands to millions [8] - The company has four types of equipment in the MLCC sector, including a six-sided appearance inspection device, which is positioned against Japanese and Korean competitors [11] Group 5: Future Plans and Component Supply - The company plans to leverage its self-developed components to reduce costs and meet customer demands, focusing on strategic trials with major clients [9] - The company is committed to enhancing its optical detection technology through investments and R&D, particularly following the acquisition of Guanghao Jie, which has shown strong technical capabilities [6]