矩子科技(300802) - 矩子科技调研活动信息

Company Overview - Matrix Technology is a leading supplier of mid-to-high-end machine vision equipment, focusing on high-tech general-purpose machine vision device development and manufacturing [1][2] - The company has served over 700 well-known domestic and international clients, including major companies like Apple, Huawei, Xiaomi, OPPO, and VIVO [2] Product Development and Technology - The company has successfully transitioned from 2D to 3D machine vision technology, with 3D AOI and 3D SPI achieving mass sales and import substitution [3] - Continuous optimization of technology has improved detection resolution, meeting the requirements for PCBA, mini LED, and semiconductor backend processes [3][4] - The 3D detection technology, which is complex and dominated by overseas companies, has been a focus for the company, with its 3D detection devices achieving international advanced levels [4] Market Potential and Strategy - 3D AOI is in the growth phase in China, with significant market potential due to increasing reliability demands in end products [4] - The company plans to expand its product line from 2D to 3D detection, targeting new applications in sectors like semiconductor packaging and pharmaceuticals [5] - By leveraging its strong customer base and technological advantages, the company aims to enhance its market competitiveness and performance [5]