Recently, OFILM's acquisition of 28.2461% equity in OFILM Microelectronics has successfully passed the review of the M&A Review Committee of the Shenzhen Stock Exchange. This highly anticipated industry chain integration has taken a key step forward. Behind this equity structure adjustment is the domestic optical and optoelectronic leader's strategic move towards deep collaboration and enhanced control, reflecting a new trend in the optical industry from scale expansion to capability integration in the era of intelligent perception.

OFILM Microelectronics is the only operating entity within the OFILM system for fingerprint recognition modules and 3D sensing module businesses. Currently, OFILM holds 71.7539% of its equity, and after the transaction is completed, OFILM Microelectronics will become a wholly-owned subsidiary of the listed company. From a business fundamentals perspective, OFILM Microelectronics has shown stable performance, with core products demonstrating outstanding competitiveness: the global market share of its ultrasonic fingerprint recognition modules exceeds 46%, and the market share of its 3D sensing modules reaches 10%, both ranking in the industry's top tier.

In the emerging fields of automotive optics and machine vision, OFILM Microelectronics has also completed its technology and customer layout ahead of time. Projects such as new ultrasonic fingerprint modules, automotive optical sensing modules, and machine vision optical sensing modules have strong technical barriers and ample customer reserves, aligning with industry growth trends. Financial calculations indicate that after the completion of this transaction, it is expected to enhance the net profit attributable to the parent company of the listed company, positively contributing to OFILM's profitability.

In recent years, as the imaging upgrade of smartphones has entered a deep-water zone, the demand for perception capabilities in emerging fields such as smart cars, humanoid robots, AI terminals, and AR/VR has exploded. The competitive logic of the optical industry has fundamentally changed: in the past, the industry competed on production capacity and cost advantages, but now R&D capabilities, manufacturing processes, and the ability to collaborate across the entire industry chain are becoming core elements for companies to build competitive barriers. Fully controlling OFILM Microelectronics is a key step for OFILM to align with this trend and strengthen its control over core tracks.

As a leading enterprise in the optical and optoelectronic industry, OFILM has established three major business systems: smartphones, smart cars, and new fields. The core technologies of OFILM Microelectronics in fingerprint recognition and 3D sensing are precisely the common core support for these three major businesses.

In the smartphone field, ultrasonic under-display fingerprint recognition is the mainstream solution for high-end models. After full control, OFILM can invest more flexibly in R&D to promote the implementation of new technologies such as under-display depth vision; in the smart car field, automotive ToF DMS solutions and RGBD perception solutions require support from 3D sensing technology. Currently, OFILM has achieved exclusive supply for some mainstream domestic car manufacturers, and the integration of technologies will accelerate the launch of new products.

In new fields, especially in the robotics sector, OFILM Microelectronics has received supplier awards from Ecovacs and Roborock for several consecutive years, and its depth vision technology has achieved large-scale applications. OFILM's latest humanoid robot head and wrist vision perception solutions also rely on the technical accumulation of 3D sensing, and after integration, products can be launched more quickly, expanding the customer base.

In the medium to long term, after the completion of this integration, OFILM's industrial control in the core optical and optoelectronic tracks will be significantly enhanced. Relying on years of accumulation in core optoelectronic devices, optical design, deep algorithms, and precision manufacturing, OFILM has established vertical integration capabilities from module manufacturing, software algorithm development to system integration, with solutions already achieving large-scale implementation in various fields such as smartphones, smart cars, home robots, AR/VR, and the Internet of Things With the arrival of the intelligent perception era, optics, as the "eyes" of AI and robotics, is continuously increasing in industrial value. For OFILM, which focuses on optimizing core asset integration and early multi-track layout, this merger and reorganization undoubtedly opens up new growth space, and its long-term value is worth looking forward to