SLC(SZ:002106)2022-12-05 06:22Group 1: Company Overview and Market Position - Shenzhen Laibao High-Tech Co., Ltd. is a leading manufacturer of large-size OGS touch screens, with a significant market share in the global industry [1][3]. - The company is the only domestic manufacturer capable of mass-producing fifth-generation (G5) OGS products, positioning itself at the forefront of the market [3][5]. - In 2016, over 80% of the company's sales revenue came from exports, primarily settled in USD, indicating a strong international presence [4]. Group 2: Production and Capacity - The current production capacity for large-size OGS products is approximately 800k units per month, with the G5 CTP Sensor capacity around 80,000 units per month [6]. - The company plans to expand its production capacity in response to market demand, with an estimated expansion period of 2-3 months [6]. - The production process for OGS products involves around 30 steps, requiring significant investment and high-quality production management [5]. Group 3: Market Trends and Future Outlook - The market for 2-in-1 laptops is expected to grow significantly, with a projected increase of over 50% in sales in 2016 compared to the previous year [8]. - The touch notebook market, particularly for sizes between 13.3 inches and 17.3 inches, is anticipated to maintain steady growth due to the increasing adoption of Windows 10 [9]. - The company is actively developing touch screens for non-consumer applications, such as automotive and medical sectors, to mitigate risks associated with fluctuations in PC market demand [10]. Group 4: Competitive Landscape - OGS technology is currently the mainstream technology in the large-size touch screen market, with advantages such as reduced material costs and improved touch sensitivity [7]. - The company faces potential competition from emerging technologies like GF2 and on-cell, but expects to maintain its market position due to the advantages of OGS products [8]. - The company emphasizes the importance of continuous innovation and product development to stay competitive in the evolving market landscape [8].