As a global leader in the field of sound and photoelectricity, the company has a clear development path. In the short term, TWS earphone material is still the core driving force. In the medium term, smart watches/bracelets are expected to contribute incremental revenue. Looking at AR/VR in the long run, the company will continue to promote the business layout and category expansion of the Internet of Things around its core customers. Looking forward to the future, as a leading company in the field of Internet of Things in China, TWS, smart watches and ARVR will grow in a relay way.
2. Sanan Optoelectronics (600703): the net profit in 2020 was10160 million, up by -2 1.73% year-on-year.
Sanan Optoelectronics is mainly engaged in the research and development and application of compound semiconductor materials, focusing on epitaxial wafers and chips involved in new semiconductor materials such as gallium arsenide, gallium nitride, silicon carbide, indium phosphide, aluminum nitride and sapphire.
3. Oled (688378): In 2020, the net profit of OLED was 7 19 16400, with a year-on-year increase of -33.82%.
Shanghai Ming Sheng Optoelectronic Technology Co., Ltd., a subsidiary of the company, won the bid for the 6th generation AMOLED (flexible) production line project of BOE Chongqing. The winning bid amount is about 1. 1 1 100 million yuan.
4. Xiamen Xinda (00070 1):
The photoelectric business is mainly engaged in the research, development, production and sales of LED packaging and application products.
5. Wu Fang Optoelectronics (002962):
The company's main business is the research and development, production and sales of precision photoelectric film components. Precision photoelectric thin film module includes infrared cut-off filter (IRCF) and biological filter. The company's main products are infrared cut-off filters, which are mainly used in digital imaging fields such as camera of camera phone, built-in camera of computer, car camera and security camera.