南极光：公司在Switch 2背光模组中地位稳固，未来将加大高端产品研发

市场资讯2025-06-11

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！南极光6月11日公告，公司是目前唯一通过任天堂认证的LCD背光模组供应商。公司在Switch 2背光模组中的供应商地位较为稳固。公司在背光模组的核心工艺和量产效率方面具有竞争优势，且任天堂对供应商稳定性要求高，不易更换已通过认证的供应商。此外，公司已完成销售结构转型，从低毛利率手机产品为主转向高毛利率电竞产品和平板产品为核心...

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