MASON(SZ:002654)2022-11-21 16:08Group 1: Company Overview - The company specializes in Mini LED technology with nearly 20 years of experience in the downstream LED industry [2] - The company has developed Mini LED direct display and backlight products, which are ready for mass production [2] - Mini LED backlight products are applicable in high-end display fields such as televisions, gaming, tablets, and automotive central control [2] Group 2: Investment and Market Strategy - The company has made significant investments in R&D and product innovation for Mini LED technology [4] - The company plans to enhance automation efficiency and expand production capacity in response to market demand [4] - Major clients for Mini LED backlight products include domestic and international television manufacturers, primarily targeting domestic brands for export [4] Group 3: Market Trends and Competition - The Mini LED market is expected to grow rapidly due to major manufacturers like Apple, Samsung, and Huawei accelerating their product development [4] - The price of Mini LED backlight products is currently higher than traditional backlight products, positioning them in the high-end market [4] - Mini LED and OLED technologies are expected to coexist, with Mini LED being more advantageous in larger applications [4] Group 4: Supply Chain and Product Development - The company sources LED chips from domestic, Taiwanese, and foreign suppliers, with a long-term trend of decreasing chip prices [5] - The company has developed infrared non-visible light products for smart home applications, targeting the growing market for robotic vacuum cleaners [5] - The company has received certifications for its automotive LED products, expanding its market presence in the automotive electronics sector [5] Group 5: Future Outlook and Corporate Strategy - The company aims to leverage its mixed-ownership structure and capital market platform to enhance investment value and promote high-quality development [6] - The company is continuously monitoring investment and acquisition opportunities within the industry to support its long-term growth strategy [6]