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莱宝高科(002106.SZ):AIPC产品未来可能更多要求AI功能匹配精准触控的手写笔操作

shenzhen laibao hi-tech (002106.SZ): AIPC products in the future may require more AI functions to match precise touch pen operation.

Gelonghui Finance ·  Nov 26 15:28

On November 26, at an investor relations event, shenzhen laibao hi-tech (002106.SZ) expressed that regarding the penetration rate of touch screens in the AIPC market, there is currently a certain demand for touch functionality in laptops supporting AI applications available in the market; however, it is not an essential requirement, and there is no fundamental difference in performance needs compared to touch screens used in existing laptops. Additionally, there remains the competitive impact of embedded structures (oncell/incell) touch display screens. However, based on industry insights, AIPC products may require more precise touch input with stylus operation as AI features evolve. With the anticipated gradual growth of AIPC demand in the future, there could be an increased need for external structure touch screens that better support stylus operation. If the usage demand for such laptops increases, it may positively influence the replacement demand for laptops. The company actively pays attention to and supports well-known laptop brand manufacturers in developing new laptops, including those that support AI applications, continuously innovating technology and products, and striving to share potential market growth results with customers while continuously meeting their demands for higher performance, more functional integration, and customization.

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