Ledman(SZ:300162)2022-11-21 15:34Company Overview - Shenzhen Lehman Optoelectronics Technology Co., Ltd. is actively engaging with investors through various activities, including a phone conference held on December 22, 2021 [2]. - The company is focused on the LED display and lighting sectors, with a significant portion of its products being exported [3]. Market Demand and Trends - The downstream demand for domestic display business has recovered to pre-COVID levels, with overseas display and lighting businesses also showing significant recovery [3]. - The company has sufficient orders on hand, indicating strong downstream demand, although challenges remain in ensuring smooth international shipping logistics [3]. Financial Impact - The increase in shipping prices has minimal impact on the company's gross margin, as export shipping costs are borne by customers [3]. - The company has implemented various measures to assist customers with delivery issues due to tight shipping schedules [3]. Product Development - The company’s COB (Chip on Board) technology shows cost advantages as pixel pitch decreases, particularly for products with a pitch of P1.0 or smaller [3]. - The market trend is shifting towards smaller pixel pitch LED displays, with significant revenue growth observed for COB products with a pitch of P1.2 and below [3]. Future Plans - The company plans to expand its home display market with the launch of new large-screen products, including a 138-inch 4K flagship model [4]. - Marketing strategies are being developed to target the consumer market, including the establishment of a dedicated division for large-screen product promotion [4]. - The company aims to address installation challenges associated with large-screen TVs, positioning its products as a new growth point for future performance [4].