莱特光电(688150) - 陕西莱特光电材料股份有限公司投资者关系活动记录表（2024年12月5日）

Group 1: Company Overview - Company name: Lite-On Optoelectronics, Stock Code: 688150 [1] - Meeting date: December 5, 2024 [2] - Meeting location: Lite-On Optoelectronics conference room and online [2] Group 2: Product Development - OLED functional materials, including Red Prime and Green Host materials, are in stable mass production [3] - New Red Host materials have passed customer mass production testing [3] - Blue light series materials are undergoing client verification testing [3] Group 3: R&D Investment - R&D investment for the first three quarters of 2024 reached ¥43.8552 million, a year-on-year increase of 14.59%, accounting for 12.31% of revenue [3] - Focus on developing a series of OLED light-emitting layer materials and new technologies such as Tandem devices and TADF materials [3] Group 4: Market Trends - The OLED industry is experiencing significant growth, with expanding market size and increasing penetration in smartphones [4] - The introduction of 8.6 generation OLED production lines by major manufacturers is expected to boost demand for OLED materials [4] - The adoption of stacked OLED technology in various products is anticipated to increase the usage of light-emitting layer materials [4] Group 5: Future Outlook - The company aims to enhance market share and core competitiveness through increased R&D investment and product innovation [4] - The development of perovskite materials is seen as a potential new growth path due to similarities with OLED technology [4]