Group 1: Company Overview and Business Development - Dongtian Micro currently does not produce Faraday rotation plates but procures them for optical isolator production [1] - In 2024, the company's optical communication business achieved revenue of 1.24 billion yuan, a year-on-year growth of 101.65% [1] - The company aims to strengthen its existing business while seizing opportunities in the data communication market, focusing on the delivery of optical isolators and the development of new products like z-blocks and optical components [1] Group 2: Market Trends and Product Outlook - The global smartphone shipment in 2024 is projected to reach 1.24 billion units, a year-on-year increase of 6.4%, with China's market expected to see shipments of approximately 400 million units, growing by 2.86% [2] - The demand for high-speed optical modules, particularly 800G and 1.6T products, is expected to rise due to increasing AI computing power, driving the need for optical components [2] - The market for smartphone micro-prisms is significant, with high unit value and low current penetration, indicating substantial growth potential [2] Group 3: Technological Advancements - The spin-coating filter technology offers high absorption rates in the near-infrared spectrum, significantly improving image quality for high-end smartphone cameras [2]

湖北东田微科技股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动类 别 特定对象调研 分析师会议 □媒体采访 □业绩说明会 □新闻发布会 路演活动 现场参观 □其他： 参与单位名称及人 员 泽源资产：吴亚平 财通基金：张胤 摩根士丹利基金：李子扬、 蔡龑 喜世润：杨渝 颐和久富：张准 德邦基金：董纯 宝 盈基金：叶秀贤 华商基金：朱锟旭 博时基金：肖达 中加基 金：黄翱 时间 2025 年 5 月 14 日至 5 月 19 日 地点 现场、线上会议 公司接待人员姓名 董事会秘书、财务总监：李广华 投资总监：胡开斌 投资者关系活动主 要内容介绍 公司首先向投资者简单介绍了公司的基本情况，然后进入问答 交流阶段。 Q1：公司旋涂滤光片业务发展情况及未来市场展望。 答：公司旋涂滤光片自 2022 年研发成功并实现量产以来，出货 量一直保持稳定增长趋势，为公司贡献了较大的业绩增量。公司目 前是国内旋涂滤光片产品的主要供应商之一，在安卓手机终端中保 持着较高的市场份额。 旋涂滤光片是普通滤光片的升级产品，能有效抑制红光 Flare、 鬼影，大幅提升成像质量，目前主要用在中高端以及旗舰手机，渗 透 ...