On the evening of April 7, Crystal Optoelectronics (002273.SZ) announced that the company accepted an institutional survey on April 3. Company leaders received the reception and answered some questions raised by the research agency.
1. Crystal Optoelectronics AR-HUD has added a number of well-known host manufacturers to its designated locations
Crystal Optoelectronics is one of the first companies in the industry to achieve mass production of AR-HUD and has always been in a leading position in the industry. Starting in 2020, Crystal Optoelectronics has mass-produced AR-HUDs from Hongqi E-HS9 to Changan Deep Blue, and has rich production experience. At this event, Crystal Optoelectronics focused on answering questions about its AR-HUD business development.
1. How large is the AR-HUD expected to be mass produced by the company in the next two years?
Answer: The company's AR-HUD business scale is currently expanding. New designated customers in 2023 include Changan Mazda, Dongfeng Lantu, Jaguar Land Rover, Geely, Great Wall, Changan, etc., which is in a good strategic position. The specific mass production scale and mass production estimates are affected by factors such as the timing of the transition from fixed-point production to mass production and the level of terminal vehicle sales. The company will actively cooperate with the needs of OEMs and prepare for production capacity planning. Thanks!
2. What are the company’s expectations for AR-HUD? According to the company’s layout, how much annual revenue is expected to be achieved in the future?
Answer: The penetration rate of AR-HUD has increased rapidly. At present, the company's AR-HUD is in a very good strategic position. It is expected that the automotive optoelectronics business represented by AR-HUD will gradually grow into the company's second growth curve in the future, supporting the company's development, please pay attention to the subsequent periodic reports disclosed for specific performance. Thanks!
图片截取自水晶光电发布的《2024年4月3日投资者关系活动记录表》
Crystal Optoelectronics said: Its AR-HUD business continues to expand, and new designated customers in 2023 include Changan Mazda, Dongfeng Lantu, Jaguar Land Rover, Geely, Great Wall, Changan, etc. It is expected that the automotive optoelectronics business represented by AR-HUD will gradually grow into the company's second growth curve in the future, supporting the further development of Crystal Optoelectronics in the future.
2. Introduction to Crystal Optoelectronics HUD Business
Crystal Optoelectronics is committed to becoming "the world's leading one-stop optical solution expert", providing one-stop professional services from components to modules and solutions. In the field of HUD, Crystal Optoelectronics entered into AR-HUD, launched AR-HUD in December 2020, and achieved mass production on Hongqi's EHS9. Crystal has the advantages of AR optical imaging technology and software algorithms. It uses AR-HUD with high technical threshold to cooperate with OEMs and has been recognized by OEMs in terms of quality.
2023光博会上水晶光电的部分光电产品
1、AR-HUD/W-HUD整机
Currently, Crystal Optoelectronics has a variety of AR-HUD/W-HUD products with different configurations. From the perspective of imaging methods, it has covered current mainstream mass production solutions such as TFT, LCOS, and DLP. From a technical point of view, it also covers the bifocal and oblique projection technologies that everyone is currently focusing on. In addition, Crystal Optoelectronics has also developed optical waveguide solutions, which are regarded as the next generation technology of HUD.
水晶光电AR-HUD产品
水晶光电W-HUD产品
2、PGU
Crystal Optoelectronics LCOS PGU: It has a high resolution of 1920*1080, small sunlight backflow, and a cost advantage over DLP. It can be used for HUD and in-car projection.
Crystal Optoelectronics DLP PGU: It can achieve high brightness of >200000cd/m², distortion of 90%, and can also realize customized product development.
3. Free-form surface mirror
The HUD free-form surface reflector is a key optical component of the HUD system, which can eliminate the imaging distortion caused by the free-form surface of the windshield.
水晶光电自由曲面发射镜的参数规格，来源官网
4. Plane reflector
Crystal Optoelectronics coats the optical glass with a dielectric film that can reflect the visible light band and transmit the infrared and ultraviolet bands, which can effectively reduce the damage to the TFT screen due to sunlight backflow.
In addition to progress in the field of HUD, Crystal Optoelectronics has also long-term attention and layout in the field of AR research and development, and has carried out business layout in technical paths such as diffractive light waveguide and reflective light waveguide, with capabilities ranging from optical components to optical modules, as well as near-eye void displays. One-stop optical solution capabilities for various optical waveguide technologies. With years of layout, Crystal Optoelectronics has the ability to provide customers with various optical component products and a complete set of optical solutions. The company is currently in the mass production development stage in the AR field.
The above content comes from the official website of Crystal Optoelectronics. Some pictures were taken and exhibited at the Crystal Optoelectronics Expo.
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Mini LED/Micro LED等创新显示技术与AR-HUD
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The original article was posted on the WeChat official account "Smart Car Club."Crystal Optoelectronics AR-HUD has achieved strategic card position advantages, and new growth in 2023 is targeted at OEMs such as Mazda, Dongfeng Lantu, Jaguar Land Rover, Geely, Great Wall, and Changan
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