证券日报网讯 聚灿光电（300708）10月17日发布公告，在公司回答调研者提问时表示，过去几年， LED行业经历了深度洗牌，聚灿光电凭借技术、资金和客户优势，市占率从2021年6.59%提升至2024年 8.52%，稳居国内前列，同业企业数量较十年前大幅减少，市场正进入垄断初期阶段，各厂商逐步形成 差异化分工。公司2010年成立以来，专注于氮化镓蓝绿光芯片，各项产品性能指标都遥遥领先，以照明 和背光业务作为稳定盈利基础，支撑红黄光项目建设和显示领域的快速突破。由于新一代显示应用领域 的不断开拓，公司新增了红黄光产品业务，是公司完善全光谱技术版图的关键一步，这一布局填补了公 司全彩显示技术缺口，配套蓝绿光协同销售及产品结构优化调整，最终公司实现全色系布局，实现全产 品覆盖，不断提升技术水平，优化产品结构，以性能引领市场，实现直显领域跨越式发展。目前公司市 场份额约8%，随着RGB显示、Mini LED等市场的快速崛起，蓝绿光芯片性能提升，红黄光芯片产能释 放，公司市占率提升还有很大空间。 ...

Financial Performance - The net profit in Q2 2025 decreased compared to Q1 2025 due to international trade tariffs affecting product prices and increased R&D costs during the transition of the red-yellow light project from trial production to small-scale mass production. Excluding these factors, the core business remains robust [2][3] - Revenue for the first half of 2025 reached CNY 1.594 billion, a year-on-year increase of 19.51%, driven by a higher proportion of high-end products [9] Market Position and Growth - The company's market share increased from 6.59% in June 2021 to 8.52% in 2024, positioning it among the top players in the domestic LED industry [4] - The red-yellow light project is expected to significantly enhance market share as demand for RGB displays and Mini LED applications grows [4][7] Project Development - The red-yellow light project is progressing as planned, with production capacity expected to reach 100,000 units per month by the end of Q3 2025, having already achieved nearly 50,000 units [6][5] - The project has successfully transitioned from monochrome to full-color chip supplier, covering key application areas in lighting, backlighting, and displays [6][5] Pricing and Market Dynamics - In the first half of 2025, product prices faced temporary pressure due to tariffs, with a year-on-year decline of approximately 5% in May and June. However, prices have since stabilized and are expected to improve in the second half of the year [7][8] - The company aims to achieve a breakeven point for the red-yellow light project while ensuring stable operations [7] Future Outlook - The company plans to continue focusing on core business areas, enhancing operational efficiency, and maintaining a strong market presence [10] - Emphasis on fine management and a comprehensive product layout is expected to solidify the company's growth trajectory and market position [10][11]