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聚灿光电(300708)深度报告:聚焦主业发展 MINI LED业务有望迎来新发展

Jucan Optoelectronics (300708) In-depth Report: Focusing on the Main Business Development MINI LED Business Is Expected to Usher in New Developments

南京證券 ·  Jul 26, 2023 00:00

An overview of the basic situation of Jucan optoelectronics

The company is mainly engaged in the R & D, production and sales of compound optoelectronic semiconductor materials, and its main products are GaN-based high-brightness LED wafers and chips. Since its inception, the company has focused on LED epitaxial wafer and chip business with a high degree of focus.

The company's products are mainly general lighting, plant lighting, vehicle lighting, mobile phone backlight, vehicle backlight, screen display, wearable equipment, medical beauty and other high-end applications.

In the early years, the company mainly produced epitaxial wafers + chips, and after 2018, mainly chips; gold is an important conductive raw material in the company's production, which is purchased and sold to relevant enterprises for recycling. This part of the business revenue is attributed to other business income.

The translation is provided by third-party software.


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