光峯科技(688007.SH)：車載業務目前定位於中等或中等偏上的主流價格帶車型
格隆匯6月25日丨光峯科技(688007.SH)2023年6月在信息披露範圍內與投資者保持良好的互動交流工作。2023年6月，公司進行6場路演，接待投資機構包括信達澳亞、國壽養老、UGInvestment、交銀國際等超30家機構近60名投資者，接聽投資者來電諮詢達30次。
“在上海車展光峯的展台進行深度體驗後，公司現場展示的車載定點產品應用都讓人感受超預期。想請李董展開介紹目前公司在車載幾個不同領域的應用規劃情況？”
公司回覆稱，我們基於ALPD®技術優勢，用了極短的時間切入到車載業務領域，形成智慧座艙、激光大燈和AR-HUD三大車載業務線，截至目前獲得5個前裝定點合作，公司技術在車載業務應用中具有獨有的競爭優勢。
首先，智能座艙有“體積小、亮度高、無痕顯示”等高要求。技術路線方面，紅激光由於温度適應性問題尚不能滿足車規要求；LED由於存在亮度低、效率低、體積大等特點，其在智慧座艙應用上有所限制；而藍激光可以滿足車規要求，ALPD®激光顯示技術可實現又小又亮、顯示位置多樣化。基於ALPD®激光顯示技術的長期積累以及產業化沉澱，公司的車載產品在智慧座艙內擁有豐富的顯示應用場景，是人無我有的技術應用。
其次，在車燈方面，目前市場上已有的像素燈更多是黑白、動靜態顯示，而公司DLP像素大燈是基於公司原創ALPD®激光顯示技術的激光方案，可實現“亮度高、體積小、全綵顯示”等功能，並能夠同時應用於觀影，既符合車規，亦具備成本優勢。
此外，隨着AR-HUD前裝的推廣，滲透率不斷提升，有望進一步放量，我們對公司的AR-HUD產品和未來的定點都充滿信心。
總的來説，公司車載業務目前定位於中等或中等偏上的主流價格帶車型，將圍繞車載顯示、車燈、AR-HUD三大應用方向持續發力。類似於消費電子業務的打法，我們從存在技術難度和價格場景更高的應用入手，再逐步下探到量大的主流應用。隨着更多的定點相繼落地、車型陸續公佈，大家就能看到公司定點的車型會逐步下沉，更加貼近主流價格帶，公司對車載業務的發展規劃清晰明確。後續我們會把車載產品系列化，實現由點到面的突破，為後期的車載收入和利潤打好基礎。
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