文/瑞财经 程孟瑶 当光模块企业中际旭创（300308.SZ）用低功耗高性能产品收割AI时代红利，为亚马逊、英伟达、阿里 巴巴、谷歌、微软等算力大厂供货，稳坐全球光模块核心供应商龙头之位时，其上游供应链的一家设备 商悄然加速IPO进程。 来源：预审IPO 这家名为苏州猎奇智能设备股份有限公司（简称：猎奇智能）的供应商成立于2015年底，2016年开始与 中际旭创展开合作。中际旭创的增长快车，是支撑其业绩增长的核心动力。 2022年-2024年及2025年上半年（简称：报告期），猎奇智能收入中有57.12%、62.19%、58.85%、 65.55%来自中际旭创。 与此同时，其在高精度贴片、自动化检测等设备领域持续研发，又反过来支撑了中际旭创的产能扩张与 技术领先性。2022年-2024年，猎奇智能研发投入复合增长率达90.71%，满足了中际旭创对光模块传输 速率从100G向400G、800G升级的需求。 据LightCounting、弗若斯特沙利文统计，2024年中际旭创光模块全球市场份额排名第一，其中800G及 以上光模块市场份额超过40%，市场领先地位显著。 同期，猎奇智能光模块贴片设备市场份额排名全球第 ...

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]