东田微(301183) - 2025年12月2日投资者关系活动记录表

Group 1: Company Overview - Dongtian Micro specializes in the R&D, production, and sales of precision optical components, excelling in optical design, coating, molding, and precision processing [2] - The company's products are widely used in optical imaging and optical communication applications [2] Group 2: Product Development and Market Position - The company's aspheric products are key offerings, leveraging advanced optical design and manufacturing capabilities, with ongoing R&D in glass molding technology [3] - The spin-coated optical filters have seen stable growth since mass production began in 2023, becoming a significant contributor to the imaging business, particularly in the mid to high-end smartphone market [3] - The company holds a major share in the domestic Android smartphone market for spin-coated filters, with substantial future market potential due to ongoing upgrades in smartphone imaging technology [3] Group 3: Production Capacity and Supply Chain - The optical isolator, essential for preventing reverse interference in optical signals, has completed its product line setup and is now in mass production, effectively meeting customer demand [4] - The supply chain for Faraday rotators, a core component of optical isolators, is currently tight due to increased demand for high-speed optical modules, with the company monitoring raw material market changes closely [5] - The company is actively expanding production capacity, with ongoing construction of the Nanchang production base and procurement of new equipment to support business growth [7] Group 4: Future Outlook - The company aims to focus on its core business of precision optical thin-film components, capitalizing on opportunities in smartphone optical innovation and expanding market share [7] - The optical communication business is entering a performance release phase, with a product matrix that includes optical isolators and WDM filters, driven by the growing demand for high-speed optical modules due to AI and data center developments [7]