DOTI(SZ:301183)2026-01-06 10:50Group 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: Market Demand and Supply - The demand for optical isolators is expected to grow alongside advancements in AI and cloud computing, which drive the need for high-speed optical modules [3] - The global supply chain for Faraday rotators, a key component of optical isolators, is primarily dominated by foreign manufacturers, leading to a tight supply-demand relationship [3] - The company has completed the initial setup of its optical isolator production line and is capable of meeting customer order demands [2][3] Group 3: Product Development and Performance - The company's spin-coated filters significantly enhance image quality by reducing red ghosting and are primarily used in mid to high-end smartphones [4] - Since the successful development and mass production of spin-coated filters in 2023, the product has shown stable growth in shipment volume, contributing significantly to the company's revenue [4] - The global market for spin-coated filters is expected to grow rapidly in the coming years, with low current penetration in smartphones indicating substantial market potential [4] Group 4: Future Outlook - The company remains focused on the R&D and manufacturing of precision optical components, with optical communication components being a core strategic business area [3][4] - The management is optimistic about future growth opportunities, driven by ongoing technological upgrades in the smartphone market and the increasing demand for high-performance optical components [4] - However, the company's performance may be influenced by various factors, including macroeconomic conditions, industry policies, market demand, and technological advancements [4]