JUFEI(SZ:300303)2023-11-20 10:21Group 1: Company Overview and Market Position - JuFei Optoelectronics is a leading player in the Mini LED packaging market, with strong brand recognition and customer loyalty due to long-term partnerships with major clients [3]. - The company has a solid financial position, allowing it to invest in new product development and expansion during the rapid growth phase of Mini LED products [3]. - The Mini LED product penetration rate is gradually increasing, with significant demand from major television manufacturers [3]. Group 2: Product Applications and Technology - Mini LED products are primarily used in televisions, gaming, laptops, displays, and automotive electronics [3]. - The company offers various technical solutions for Mini LED, including COG, COB, and POB, tailored to customer needs [3]. - Automotive LED products are utilized in front lights, tail lights, ambient lights, dashboards, and central displays, with a focus on high-quality display effects [4]. Group 3: Competitive Landscape and Future Growth - The competitive landscape for automotive LED products includes both domestic and international brands, with a growing emphasis on technology and aesthetics in vehicles [4]. - Future profit growth is expected to come from the expansion of automotive business, increased Mini LED penetration, and overseas market development [4]. - The company’s invisible light products have applications in smart wearables, medical monitoring, 3D sensing, and security [4].