JUFEI(300303)2022-11-21 15:46Group 1: Company Performance - The company's Q3 2021 performance showed a year-on-year decline, primarily due to the pandemic's impact, which delayed some product demand from Q1 and Q2 to Q3 and Q4 [1] - The overall economic environment has weakened consumer demand in the electronics market, affecting the peak season performance [1] Group 2: Mini LED Product Development - The company has been supplying Mini LED products in bulk since last year, with significant demand expected in the upcoming year due to the broad application market [2] - Mini LED products are available in various technical solutions, including COG, COB, and POB, tailored to customer needs [2] - The company maintains a competitive edge in Mini LED packaging by leveraging long-term relationships with existing customers and focusing on technological innovation [2] Group 3: Automotive LED Applications - The company's automotive LED products are used in various applications, including vehicle electronics, dashboards, interior lighting, and navigation screens, with a growing market presence [3] - Currently, revenue from automotive backlight products is higher than that from lighting products [3] - The company has entered the supply chains of major automotive manufacturers, including GAC, BYD, and Changan [3] Group 4: Future Investments - The company plans to increase investments in traditional backlight and lighting products, as well as in new products like automotive LEDs, Mini, Micro, and invisible light technologies [3]