龍騰光電(688055.SH):聚焦筆記本市場中隱私防窺、觸控一體、人眼保護、高刷新、高分辨率、低功耗等有較高技術門檻的細分市場
格隆匯9月25日丨龍騰光電(688055.SH)在業績説明會上表示,隨着消費者日益追求個性、高效和高科技的使用體驗,筆記本電腦市場呈現高端化、觸控一體化、個性化的發展趨勢,高分辨率、超薄、環保和省電成為主流趨勢,跨設備、跨平台的無縫連接、人工智能和物聯網的融入則會進一步拉動複合型、智能化的面板需求,未來筆記本電腦市場的競爭,更多是差異化技術給客户帶來的價值的競爭。
公司聚焦筆記本市場中隱私防窺、觸控一體、人眼保護、高刷新、高分辨率、低功耗等有較高技術門檻的細分市場,產品獨特,不可替代性強,已在此市場積累了深厚的技術和客户,形成了差異化、高值化的競爭優勢,在筆記本電腦領域取得了一定市場份額,其中動態隱私防窺筆電面板填補了防窺顯示領域技術空白,累計出貨近千萬片,在高端商務防窺筆電面板市佔率保持全球領先。
未來,公司也將持續在筆電領域深耕,持續推進氧化物、動態隱私防窺、觸控一體化等技術的研究,實現技術融合突破,持續提升產品附加價值,同時挖掘市場多層次需求,提高筆電產品市場佔有率,更好地滿足客户多元化、差異化、客製化需求。謝謝!
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