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

A light source is to a projection what power is to a car. The projection picture with brighter, clearer color and better color can not only make the picture clearer, but also expand the use environment of the projection. Therefore, since the birth of projection technology, the pursuit of light source brightness has never stopped. The projection light source has also changed from the light bulb to the present laser semiconductor solid-state light source.

(from top to bottom, from left to right are halogen lamp, metal halide lamp, high pressure mercury lamp, xenon lamp, LED, solid state laser)

In the early days of modern projection technology, light bulbs were mostly used as light sources. The bulb light source has been gradually faded out of the projector market due to the factors such as fast brightness attenuation, short life, high pressure and high heat. The mainstream scheme of light source is transferred to the emerging semiconductor solid-state light source, such as laser light source and LED light source. LED has the advantage of cost and is suitable for low-and medium-brightness projection systems. Later, with the rise of intelligent micro-casting, the LED light source once became a real pain in the projection light source because of its low brightness. The later semiconductor laser source has higher brightness and smaller expansion, so it has become an excellent choice for high brightness light source.

Moore's Law drives the Development of Semiconductor Laser Industry

In recent years, advanced laser and semiconductor technology have played a huge role in promoting the development of modern science and technology, greatly promoting the transformation and upgrading of traditional industries, the technological development of emerging industries and the adjustment and optimization of industrial structure. it plays a very important role in the national economy.

Over the past few decades, sustained and rapid development has been driven by Moore's Law, coupled with the shrinking size of transistors. Semiconductor industry in the field of laser display, laser display leaders represented by Optical Peak Technology (688007.SH), adhere to the market and customer demand-oriented, continue to focus on the original semiconductor laser light source technology and architecture as the leading, research and development, production and sales of laser display core devices and machines.

The new generation of ALPD semiconductor laser light source technology leads the industry

In 2007, the research and development team of Guangfeng Technology invented ALPD ®semiconductor laser light source technology, which created a new semiconductor laser light source, solved the speckle and cost problems of traditional RGB tricolor laser display, broke through the application bottleneck of laser display core devices and imaging schemes in the display field, and applied semiconductor laser light source technology to traditional applications such as household projection, cinema projection, engineering, business education, and so on. And successfully cut into the field of vehicles, layout to expand aviation display, AR, robots and other new fields, rapid industrialization, has become the mainstream technical framework of laser display.

As a new generation of display technology, ALPD semiconductor laser light source technology has a series of advantages, such as high brightness, small size, long life, wide color gamut, energy saving and environmental protection. In particular, it is worth mentioning that ALPD semiconductor laser light source technology is the only laser display and lighting technology that meets the requirements of vehicle specifications, and has significant technical advantages in the field of vehicle optics.

As a leader in the field of laser display technology, the company has laid out a patent moat around the underlying technical architecture of ALPD ®semiconductor laser light source technology, and it is difficult for projection brands in the industry to cut into the laser fluorescence technology route to bypass the company's underlying patent layout. The company is committed to the breakthrough and innovation of semiconductor laser light source technology, the development of application scenarios and the promotion of industrialization, thus forming the technical reserve and patent layout of the whole technology chain of laser display from key system architecture, core devices to key algorithms. With the core competitive advantage of "Patent moat + Technical Barrier", the company has a key position in the core devices upstream of the laser display industry.

Recently, Guangfeng Technology released its semi-annual report of 2023, which showed that the company achieved an operating income of 1.073 billion yuan in the first half of the year. Realized net profit of 74.9146 million yuan, up 62.98% over the same period last year; realized net profit of 34.2288 million yuan, up 55.55% over the same period last year; the company's overall gross profit margin was 37.7%, an increase of 7.39% over the same period last year, and the net cash flow generated by operating activities increased by 193 million yuan over the same period last year.

With regard to the sharp rise in performance indicators such as net profit, Guangfeng Technology said that it was mainly due to a year-on-year increase of 32.75% and 18.43% respectively in cinema projection service revenue, light source and optical machinery business revenue during the reporting period. During the reporting period, the company actively optimized supply chain management, resulting in a substantial increase in net cash flow from operating activities compared with the same period last year. At the business level, with the accelerated recovery of the film market, the company's cinema service business ushered in a strong recovery. As a growth business, in the first half of 2023, Guangfeng Technology's vehicle optical business has made a breakthrough in fixed-point cooperation, potential customer expansion, improvement of supply chain system and patent application, and entered the accelerated landing stage.

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