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探路者(300005.SZ):在直顯和背光兩條產品線都有比較成熟的產品和解決方案

格隆匯6月8日丨探路者(300005.SZ)召開電話交流會,問答環節中,就“北京芯能的產品優勢?目前產品的導入以及下游客户情況?”

公司回覆稱, 公司在直顯和背光兩條產品線都有比較成熟的產品和解決方案,產品採用的是 AM 驅動方式,而目前市面上大多數公司都是以 PM 技術為主,相較而言,公司的產品具有精度高、功耗低和無閃爍等這些天然優勢。在導入方面,首先直顯領域是和全球領先的利亞德進行深度合作,定製芯片項目已經完成,目前正在內部驗證過程中。其次,直顯業務方面,燈驅合一的產品和利亞德、洲明等客户都在做產品導入和對接工作。背光業務還是以先抓頭部企業的策略為主,目前和 TCL、海信、長虹和創維等客户接洽,處於送樣和測試階段。

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