SLC(SZ:002106)2022-12-06 05:26Group 1: Company Overview and Current Operations - The company currently operates normal production businesses including 2.5 generation TFT-LCD and cover glass [2] - In 2017, the company aims to improve TFT-LCD business performance through measures such as promoting flexible TFT-Array mass production and optimizing product and customer structures [2] - The company has a production capacity of 1 million units/month for small-sized cover glass, 300,000 units/month for medium-sized cover glass, and 100,000 units/month for large-sized cover glass [6] Group 2: Financial Performance and Projections - The parent company experienced a net profit loss in 2016, primarily due to depreciation of idle production facilities and expenses related to the TFT-LCD business [3] - It is expected that the net profit loss will narrow in 2017 due to stricter control of overhead costs and optimization of product structures [3] - The company anticipates a certain degree of growth in orders for large-sized OGS products in the first quarter of 2017 compared to the same period last year [4] Group 3: Market Trends and Product Development - The global tablet shipment volume in 2016 was 174.8 million units, a decrease of 15.6% year-on-year, indicating a shift in consumer preference towards 2-in-1 laptops [7] - The company expects the sales of 2-in-1 laptops to grow by at least 30% in 2017, with a projected global shipment volume of 56 million units by 2021 [8] - The company has developed OGM products, which are an upgraded version of OGS, and has begun mass production since March 2017 [5] Group 4: Competitive Landscape - The company is the first domestic manufacturer to independently develop and mass-produce OGM products, giving it a competitive edge [5] - Competitors in the OGM market include Hefei BOE and TPK [5] - The company is actively seeking new development opportunities in materials, micro-sensors, and new energy sectors [9]