Shulou(Shulou.com)11/24 Report--

CTOnews.com news on February 22, according to the investor relations activity records disclosed by Shen Tianma, Shen Tianma recently talked about the market demand of various sectors of business in 2023, saying that in terms of sub-business areas, the product cycle of professional display business mainly in vehicles and industrial products is longer, the visibility of demand is relatively stable, and the medium-and long-term development trend is good. Based on the influence of factors such as macro-economy and relatively low consumer demand, the consumer electronics market is still in the process of adjustment, and the company continues to pay attention to the dynamic changes of market demand.

Deep Tianma said that at present, the company's vehicle display business is mainly to supply tier1 customers, and has direct cooperation with the whole vehicle factory on some projects. With the increasing importance of display screens in cars, the company responds positively to the needs of car factories and explores diversified business cooperation models. As early as 2016, a special team was set up to develop automotive electronics business mainly for global head car factories. And there have been a number of important brand customer cooperation projects in progress, and according to the pace of customer projects will gradually enter a stage of rapid growth. In the future, it will become one of the important growth engines of the company's vehicle display business. In terms of automotive electronics business, the company will directly deliver display assembly products to the factory. According to customer needs, the process links covered by the products will be increased, and the module complexity will be higher, so the overall value of the products will be improved accordingly.

In terms of in-car business customers, Shen Tianma said that the company's on-board display business has a global customer structure, as well as a leading main customer share, and in-car customer resources have covered major car factories such as Chinese, European, American, Japanese, Korean and other major car factories, realizing full coverage of international mainstream customers and Chinese independent brands (top10), including cooperation with new energy vehicle companies is also in rapid progress.

CTOnews.com learned from the deep Tianma official that at present, the deep Tianma vehicle display products are mainly for the pre-loading market, and mainly module shipments. At present, Shenzhen Tianma vehicle business covers all kinds of intelligent cockpit display products, including instruments, central control, HUD, rearview mirrors, rear seat entertainment, etc., with sizes ranging from 2 to 40 inches, and can provide a variety of display products such as single screen, double screen and triple screen in the direction of large screen size. The combination of Shentian Horse production line has formed the layout of small and medium-sized mainstream display technology from passive, a-Si TFT-LCD, LTPSTFT-LCD to AMOLED.

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