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Anhui Coreach Technology Co., Ltd (002983.SZ): In-vehicle displays are an important layout for the company's global strategy development.
On December 9, Gelonghui reported that Anhui Coreach Technology Co., Ltd (002983.SZ) stated on the investor interactive platform that in-vehicle displays are an important part of the company's global strategy development. Recently, during a summary meeting for the brand manufacturers' Mini in-vehicle display research and development project, the company's in-vehicle division pointed out the extensive application of Mini in-vehicle display technology in various smart cockpit display scenarios such as CMS, instrumentation, central control, passenger side, and rear entertainment. Among them, the instrumentation, central control, and passenger side adopted advanced Mini COB packaging technology, achieving significant improvements in high brightness, high contrast, high color gamut, energy saving, and ultra-thin indicators for in-vehicle display terminals. Meanwhile,
Anhui Coreach Technology Co., Ltd. (002983.SZ): The new display terminal products include direct display products based on miniled technology.
On December 9, Gelonghui reported that anhui coreach technology co.,ltd (002983.SZ) stated on the investor interaction platform that the company's new display terminal products include direct display products based on miniled technology, such as small-pitch display modules, all-in-one machines of various sizes, in-vehicle display terminals, as well as commercial monitors or digital cable terminals based on traditional TFT-LCD technology. The change in performance of display terminals is mainly attributed to the dual decline in the quantity and price of commercial monitors or digital cable based on traditional TFT-LCD technology, as reflected in intensified market competition leading to a downward trend in order prices, slower-than-expected R&D progress for new products reducing added value, and the aim to lower.
Anhui Coreach Technology Co., Ltd (002983.SZ): Display modules are mainly used in large display fields represented by smart screens (TV).
On December 9, Gelonghui announced that anhui coreach technology co.,ltd (002983.SZ) stated on the investor interaction platform that the company's display modules are mainly applied in the large size display field represented by smart screens (TVs), with major customers distributed among the global top 5 manufacturers. In the past two years, the gross margin has remained generally stable. Regarding pricing, different customers and design schemes have an impact. Historical data over the years shows a downward trend in unit prices of display modules.
Anhui Coreach Technology Co., Ltd (002983.SZ): The company's display modules account for about 69% of revenue, while the business accounts for approximately 28%.
Gelonghui, December 9th丨Anhui Coreach Technology Co., Ltd. (002983.SZ) stated on the investor interaction platform that according to the mid-year report for 2024, the module accounts for approximately 69% of revenue, while the terminal business accounts for about 28%. The company did not disclose the proportion of MINI display modules for 2024, but based on the 2023 data, its revenue exceeded 30% of the module revenue.
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