矩子科技(300802) - 矩子科技调研活动信息

Group 1: Company Overview - Matrix Technology is a leading supplier of mid-to-high-end machine vision equipment, focusing on products such as machine vision devices, control cable components, and control units [3] - The company has successfully achieved import substitution and exports its products overseas, competing with internationally renowned brands [3] - The machine vision business primarily engages in appearance defect detection, with plans to expand into internal defect detection using X-ray technology [3] Group 2: Business Development in Key Industries - In the electronics manufacturing sector, the company has increased its market share for 3D detection products and is actively promoting a 2D/3D product line sales strategy [4] - The company has entered the automotive electronics field, providing 2D/3D machine vision detection equipment to well-known enterprises in the new energy vehicle sector [4] - In the display industry, the company has launched competitive products for Mini LED detection, achieving high-speed, efficient, and high-precision detection [4] - In the semiconductor industry, the company has developed several semiconductor AOI devices, focusing on appearance defect detection during micro-assembly and advanced packaging processes [4] Group 3: Technological Innovations - The latest semiconductor detection equipment utilizes a new 3D technology route, significantly enhancing product performance to meet high-resolution 3D detection demands [5] - The company is expanding into X-ray detection, developing 3D X-ray detection equipment aimed at the electronics and semiconductor industries [5] - The 3D X-ray detection equipment is positioned as a high-end device with a high technical barrier, enabling real-time online inspection [5] Group 4: Financial Performance - The company's gross margin improved in 2022 due to changes in product structure, with a higher proportion of high-end products like 3D AOI [6] - Future plans include increasing the development and market expansion of high-value-added products, such as 3D AOI, Mini LED, semiconductor detection, and X-ray detection [6] Group 5: AI Technology Application - The company is continuously exploring and applying AI technologies to achieve product innovation and breakthroughs [6] - AI algorithms have been successfully integrated into various defect detection scenarios, enhancing detection performance and efficiency [6] - The combination of traditional algorithms and AI models improves detection accuracy and user experience, strengthening the company's core competitiveness [6]