Nationstar Optoelectronics and Absen released the latest research report

Recently, Nationstar Optoelectronics and Absen have successively released investor relations activity records, disclosing their latest business progress and future development plans.

Nationstar Optoelectronics: Continue to expand LED applications, strengthen optocoupler, photoelectric sensing and other products

In terms of product research and development, Nationstar Optoelectronics has launched a new panel AS series, using the "MIP + module + GOB" triple technology integration solution. This series of products is mainly aimed at the micro-pitch display market below P1.2 and meets the dual needs of image quality accuracy and spatial adaptability in the 4K/8K ultra-high-definition display era.

The core advantages of the AS series mainly include: (1) By changing the existing molded packaging form and simplifying it to GOB packaging, the structure and cost are optimized; (2) The integrated process reduces process links, lowers lamp bead standards, and optimizes more structures to achieve better display effects and reliability; (3) Lamp beads can be customized according to needs, and the matching modules can match more varied structures and application scenarios, showing greater advantages in color gamut and differentiation, and are more suitable for the changing market environment in the future.

+ In terms of emerging industries, Nationstar Optoelectronics further expands the application fields of LED, strengthens emerging products such as optocouplers, photoelectric sensing, and intelligent sensing, expands new fields such as intelligent cockpits, intelligent vision systems, intelligent interaction, humanoid robots, optical communications, and low-altitude economy, and develops third-generation semiconductor and advanced semiconductor packaging and testing businesses.

+At the same time, the company conducts forward-looking research on future industries, grasps global technological innovation and industrial development trends, and systematically plans and advances application technologies such as new displays and advanced and efficient equipment. The company is developing optical sensing products for consumer applications, and automotive grade optical sensing products for AEBS systems will be launched in due course.

+In terms of automotive LED products, the company's product lineup is rich, covering display and lighting applications inside and outside the car. The products have been used in main models of Changan, SAIC, Geely, BYD, Hyundai, Cyrus and other OEMs.

In terms of semiconductors, the company's subsidiary Fenghua Chip Electronics is mainly engaged in integrated circuit semiconductor packaging and testing business. In the past two years, it has actively carried out technological transformation and expansion of production, improved advanced packaging capabilities, and actively developed new packaging forms and products. For example, the fan-out panel-level packaging form independently developed by Fenghua Core can optimize the performance, reliability and cost of D-mode gallium nitride half-bridge modules. In the future, Fenghua Core will continue to invest in enriching product types and improving product technology and technology.

In terms of facing the AI ​​consumer market, the company already has some application capabilities. Some of its devices and module products can be applied to AI glasses. For example, VCSEL and infrared devices can realize intelligent detection and contactless gesture control, while voice, Bluetooth and WiFi modules support control, sensing and wireless connection functions.

For the LED lighting business in the second half of the year, the company will continue to solidify its cooperation with head lighting manufacturers in terms of white LED packaging, enhance service capabilities and product competitiveness, deepen business contacts, and consolidate the business foundation. At the same time, the company will deeply explore the potential of design innovation around the "value of light", focus on creating product advantages in the field of full spectrum and outdoor lighting, increase market expansion efforts, and further enhance profitability.

Regarding future profit growth points, the company has achieved year-by-year growth in business scale in the fields of automotive LED, component modules, and optocoupler business in the past two years. In the future, it will continue to develop new products and new businesses in subdivided fields, combined with external expansion, and actively seek high-quality targets to implement investment and merger plans to create new performance growth points for the company.

Nationstar Optoelectronics also stated that the company is confident in the future development prospects of the industry. As technical solutions become increasingly mature and production costs continue to be optimized, as well as policy support for the cultivation of emerging fields such as the ultra-high-definition video industry, intelligent sensing industry, and virtual reality, the localization process in high value-added areas of the industry is expected to continue to accelerate.

Image source: Paixin.com genuine gallery

Absen: LED display main business is growing steadily, and energy storage business is accelerating expansion

Absen now has product lines such as advertising, stage, ProAV and iCon smart screens, and provides professional audio-visual solutions. While consolidating the main display business, the energy storage business has also achieved phased results. In 2024, new products will be developed, certified, and launched on the market, and domestic and international marketing promotion and channel layout work will be carried out. The energy storage product sales and service network has successively reached the European, Asia-Pacific and domestic markets, and has successfully delivered multiple commercial projects at home and abroad.

In overseas markets, Absen has formed differentiated brand advantages through years of deep cultivation and rational layout. In 2024, the company's overseas market achieved operating income of 2.93 billion yuan, a year-on-year increase of 13.78%. Through multi-regional platform development, the company has effectively hedged the risks caused by local market fluctuations. Over the past three years, overseas revenue has maintained double-digit growth, with a three-year compound annual growth rate as high as 43%, of which the CAGR in major regions such as Europe, North America, Asia, Africa and Latin America has exceeded 30%.

At the strategic level, Absen is committed to attracting high-quality customer groups and rapidly expanding business scale and brand influence through technologically advanced, genuine LED display products, full life cycle scenario-based services, and a global marketing network. Absen will continue to strengthen its six core competitiveness: maintain technological leadership; exert brand influence; build a service moat; create cost competitive advantages; expand sales channel network; and inherit organizational cultural cohesion.

Regarding industry prospects, according to TrendForce's "2025 Global LED Display Market Outlook and Price and Cost Analysis" report, the global LED display market size is expected to reach approximately 53.5 billion yuan in 2024, and is still in a continuous growth trend. After excluding unit price adjustment factors, the actual production and sales (area) of display screens still maintain a double-digit growth rate, and the global penetration rate of LED displays is also constantly increasing. With the continuous innovation of LED display technology and the continuous improvement of cost performance, the industry continues to expand. With new market segments and application boundaries, the global market size is expected to continue to maintain a steady growth of approximately 8% in the next few years. (Compiled by LEDinside)

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