Ledman(SZ:300162)2024-11-17 12:32Group 1: Company Overview and Competitive Advantage - Lehman Optoelectronics has a core competitive advantage in COB packaging display technology and product development capabilities, leading in traditional COB, flip-chip COB, pixel engine COB, and PM glass-based display COB packaging [2] - The company has applied for nearly 800 domestic and international patents, with over 100 related to COB technology [2] - The company has completed fundraising for the expansion of COB ultra-high-definition display projects to strengthen its competitive position in the industry [2] Group 2: Revenue and Market Strategy - Approximately 80% of the company's revenue comes from overseas markets [2] - The company actively expands overseas channels, focusing on major client strategies and enhancing brand promotion through international media and social platforms [2] - Lehman Optoelectronics has established a global marketing network, selling products in over 100 countries and regions [3] Group 3: Product Development and Market Expansion - The company has established 16 sales experience centers for its home giant screen products in nine cities, including Shenzhen and Guangzhou [3] - The company is exploring and upgrading glass-based Micro LED technology, aiming to meet diverse application needs in specialized, commercial, and home display sectors [4] - The Micro LED display products are increasingly applied in high-end specialized and commercial display fields, with a broadening scope into consumer markets [4] Group 4: Future Outlook and Industry Trends - The Micro LED industry is expected to see significant demand growth, supported by government policies and increasing investments from domestic enterprises [4] - The competitive landscape in the Micro LED sector is intensifying, driving rapid technological advancements and industry development [4]