蓝黛科技表示，全球主要的触摸屏生产厂商集中于日韩、中国台湾地区和中国大陆，构成了三个不同的产业集群。日韩企业技术领 先，掌握高端技术产品；台湾企业拥有规模优势和代工业的客户积累，主攻中高端市场；中国大陆企业处于快速发展期， 技术和规模成长迅速，并逐步向中高端市场渗透。
蓝黛科技子公司台冠科技一直将全球领先厂商作为重点目标客户，经过近几年 的发展，已拥有亚马逊、京东方、仁宝工业、GIS、群创电子、广达电脑、华勤通讯等行业知名客户，产品最终应用于亚 马逊、联想、宏基等终端品牌电子产品。
Touch screen profit of 189 million, Landai Technology Technology acquired another 31% stake in Chongqing Taiguan shareholders
Landai Technology (SZ:002765) released its annual results report, showing that in 2022, due to the upstream market supply and demand situation on the midstream and downstream industries with a sustained impact, chip shortage, rising raw material prices, commercial vehicle emission standards adjustment and other factors on the production and operation of enterprises constitute a certain impact, Landa Technology achieved revenue of 2.873 billion yuan, down 8.47% year-on-year; deducted non-net profit of 137 The company’s revenue was RMB 2.873 billion, down 8.47% year-on-year; net profit after deduction was RMB 137 million, up 10%.
Touch display business, the company focused on expanding the market strategy of automotive touch display business, giving full play to its core strengths in the field of medium and large size touch screens to achieve sustainable business development. Among them, Taiguan Technology net profit of 168 million, Chongqing Taikuan net profit of 0.21 billion, touch display business a total of 189 million net profit.
At the same time, Landai Technology announced that, according to the company’s business development needs, the board of directors agreed to the company’s acquisition of Mr. Pan Shangfeng’s controlling subsidiary of Chongqing Taiguan Technology Co. The Company intends to pay the said equity transfer price with its own funds. After the completion of this equity acquisition, the Company will hold 82% equity interest in Chongqing Taiguan, and Chongqing Taiguan will remain as a controlling subsidiary of the Company.
Landai Technology’s touch business comes from the acquired Taiguan Technology. On May 23, 2018, Landai Technology Drive contributed 76.95 million yuan to participate in 10% of Taiguan Technology through capital increase + equity transfer; on May 20, 2019, the company also acquired 89.6765% of Taiguan Technology through non-public share issuance + cash: on September 9, 2021, Landai Technology acquired 0.3235% equity interest in Tai Guan Technology held by Xu Ayu, completing its 100% holding in Tai Guan Technology.
Relying on Taiguan Technology and later the newly built Chongqing Taiguan, Landai Technology has mastered the processing technology of medium and large size touch screen, industry leading GF process, formed a full product production mode with cover glass, touch screen, display module and touch display integrated module, and can provide one-stop service for customers. Our products are mainly used in tablet PC, notebook PC, car display, industrial control terminal and other fields.
In recent years, led by smart phones and tablet PCs, the global technology level of intelligent products has been improving, and the demand for intelligence has been gradually extended from consumer fields to industrial control and automotive fields, and the demand for touch screens and medium and large size displays has been increasing.
In 2022, Landai Technology will further increase the development and marketing of cover glass products, extend its business to the field of automotive and industrial control, actively grasp the opportunity of new energy vehicle development, combine its own technical advantages, and actively layout and expand the production of automotive cover glass, industrial control cover glass and 3D cover glass through the “automotive and industrial control touch panel cover glass expansion project”. and 3D cover glass to promote the competitiveness of the company’s products and lay a good foundation for the sustainable and rapid development of cover glass business. During the reporting period, the company grasped the development trend of new energy vehicles and automotive intelligent cockpits, focused on the development strategy of automotive touch screen, made full use of the advantage of customer linkage, and accelerated the development and expansion of new products. The company cooperated deeply with well-known domestic Tier1 enterprises such as ADAYO, chongqing YAZAKI METER CO., LTD and Skyworth to develop high value-added double-linked screen, triple-linked screen, curved screen and other in-vehicle touch products, which were applied to the terminal products of Great Wall Motor, Geely Automobile and Wuling Automobile.
Landai Technology’s original business is a manufacturer of upstream automotive parts and components, focusing on building a core product group of automotive engine balance shaft assembly and parts, new energy reducer and new energy transmission system parts, and automatic transmission assembly. New energy transmission system parts is one of the company’s future core products, the company has been cooperating with internationally renowned enterprises, Nidec, Valeo Siemens, Graber, Jin Kang Power and other new energy vehicle enterprises and tier1, end users include North America’s leading car companies, Geely, SAIC, BYD, Jin Kang and other vehicle manufacturers. In the future, the company will increase the capacity expansion in the field of automotive new energy to further develop the market and enhance its core competitiveness.
Since entering the new energy vehicle track, the product structure and customer structure have been continuously optimized. The revenue share of new energy vehicle transmission and in-vehicle display products continues to increase, and large customers such as famous North American car companies and domestic first-tier car companies continue to break through. Last year, Landai Technology’s non-public offering was approved, with a fundraising scale of 590 million yuan, which will be used for new energy vehicle transmission manufacturing and vehicle/industrial control touch screen product expansion. In the new energy vehicle-related areas to deepen the layout, production capacity expansion and other promotion, the company’s market share is expected to continue to improve.
Landai Technology said that the world’s major touch screen manufacturers are concentrated in Japan and South Korea, Taiwan and China, constituting three different industrial clusters. Japanese and Korean companies are the technological leaders, mastering high-end technology products; Taiwan companies have the scale advantage and the accumulation of customers in the OEM industry, mainly in the middle and high-end market; Chinese mainland companies are in a period of rapid development, rapid growth in technology and scale, and gradually penetrate into the middle and high-end market.
Through the development in recent years, it has already had some famous customers in the industry, such as Amazon, BOE, Compal, GIS, Grouptronics, Quanta Computer, Huaqin Communication, etc. The products are finally applied to Amazon, Lenovo, Acer and other terminal brand electronic products.
Industry reports show that China’s display industry in the past decade, the scale of sustained growth, 12 years-21 years, the average annual compound growth rate of up to 25.8%, in 2022 the annual production capacity of mainland Chinese companies display panels to 200 million square meters, accounting for about 60% of the world. We believe that mainland Chinese companies have become the core players in the panel industry.