In 2024, the touch display industry has emerged from its low point, and Landai Technology Group Corp. has turned a profit | Interpretations.
① The touch display Industry is expected to show a recovery trend in 2024, combined with the growth of the company's power transmission Business, Landai Technology Group Corp. has turned a profit; ② With the rapid development of edge AI devices and Smart Automobile, display panels are expected to continue to grow in the future; ③ Landai Technology Group Corp. is currently focusing on the Siasun Robot&Automation field to seek new growth points for performance.
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On the rise of optical Communications, Tengjing Technology's revenue and net profit are expected to both increase in 2024.
① Tengjing Technology seizes the market opportunity created by the growth in demand for high-speed optical Communications components driven by AI computing power, further expanding the scale of its optical Communications Business; ② Tengjing Technology plans to use the excess raised funds to build a research and development center (Phase II), promoting new technologies such as "chirped grating technology development" and "freeform surface technology development."
Large L orders frequently emerge in the low-altitude economy industry, and policies are driving the Industry into a period of rapid development.
①According to reports, Wuhan city has approved 24 low-altitude flight routes, including 8 manned routes and 16 Drone routes, fully covering various fields such as short-distance transportation, aerial tours, and Logistics Transportation. ②Ping An Securities pointed out that the low-altitude economy is one of the typical representatives of new productive forces, and current policies are driving the low-altitude economy into a period of rapid development.
The market size of Silicon Carbide devices will grow rapidly driven by New energy Fund, photovoltaic energy storage, and Datacenter.
On March 18, Ansem announced via its official WeChat account the launch of its first generation of SPM 31 intelligent power module (IPM) series based on 1200V Silicon Carbide (SiC) Metal Oxide Semiconductor Field Effect Transistor (MOSFET). Everbright pointed out that thanks to the drive from New energy Fund, photovoltaics, Datacenter, and other sectors, the market scale for Silicon Carbide devices will grow rapidly.
The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.
① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.