格隆汇11月13日丨凯格精机(301338.SZ)在互动平台表示，公司秉承着"卓越品质是价值与尊严的起点， 满足客户是创新与发展的源泉"的价值理念，始终将技术创新作为公司可持续发展的核心。目前，公司 正计划设立SIP封装事业部，专注于半导体封装领域，推出创新产品，寻求新的增长点。该事业部将提 供包括印刷设备、植球设备、点胶设备在内的多种专用设备，并已着手研发面向第三代半导体的SiC晶 圆老化测试设备和KGD芯片分选设备。未来，我们将持续加大对泛半导体及半导体领域产品的资源投 入，着力提升新产品的开发能力和市场拓展能力，以赢得更广阔的市场空间。 ...

Group 1: AI and Consumer Electronics - The widespread application of AI is driving the demand for hardware facilities, leading to a recovery in consumer electronics demand [1][2] - IDC forecasts global AI smartphone sales to reach 170 million units in 2024, accounting for 15% of total smartphone shipments, with a year-on-year growth rate of 233% [2] - Canalys predicts that AI PC shipments will represent 18% of total PC shipments in 2024, reaching 48 million units, with a compound annual growth rate of 44% from 2024 to 2028 [2] Group 2: LED Industry Insights - The global LED lighting market is projected to reach a value of $56.058 billion in 2024, with significant growth opportunities in smart and plant lighting [3] - Mini LED backlight TV shipments are expected to double in 2024, reaching 9.3 million units by 2025 [3] - The global mini LED direct display market is anticipated to grow at a compound annual growth rate of approximately 40% from 2024 to 2028 [3] Group 3: Semiconductor Business Development - The company plans to establish a SIP packaging division to introduce new products in the semiconductor process, targeting new markets [5] - The company has developed equipment for the third-generation semiconductor field, focusing on applications in new energy vehicles and aerospace [5] Group 4: Market Expansion and Product Development - The company is increasing investment in R&D to enhance product competitiveness, recently launching the MLED specialized ultra-high-speed solid crystal machine S20 [4] - The company’s market share in high-end solder paste printing equipment is expected to continue rising due to the growing demand in emerging industries [6] - The overseas revenue accounted for 14.58% of total revenue in 2024, indicating further potential for market share growth in international markets [6]