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萊寶高科(002106.SZ):AIPC產品未來可能更多要求AI功能匹配精準觸控的手寫筆操作
格隆匯 11-26 15:28

格隆匯11月26日丨萊寶高科(002106.SZ)在投資者關係活動上表示,關於觸摸屏在AIPC市場的滲透率方面,目前市面上推出的支持AI應用的筆記本電腦對觸控功能有一定的需求,但不是必備需求,且與現有筆記本電腦用觸摸屏的性能需求沒有本質上的差別,且仍然面臨嵌入式結構(oncell/incell)觸控顯示屏可能帶來的替代競爭影響。不過,結合行業瞭解情況,AIPC產品未來可能更多要求AI功能匹配精準觸控的手寫筆操作,隨着AIPC需求未來逐步成長,相應可能帶來對更好支持手寫筆操作的外掛式結構觸摸屏的更多新增需求。如該種筆記本電腦的使用需求增加,相應可能筆記本電腦的換機需求帶來一定的積極影響。公司積極關注並支持筆記本電腦知名品牌廠商客户開發包括支持AI應用等全新的筆記本電腦,不斷創新技術和產品,在持續滿足客户對更高性能、更多功能集成、定製化需求的基礎上,努力與客户共同分享可能的市場成長成果。

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