Breaking Down Leyard Optoelectronic Co., Ltd. Financial Health: Key Insights for Investors

Founded in Beijing in 1995, Leyard Optoelectronic Co., Ltd. has grown into a global LED display leader with more than 5,000 employees across seven international business centers, powering commercial advertising, stages, sports venues and public spaces while reporting a revenue increase in 2024 driven significantly by international sales; honored as a National Technological Innovation Demonstration Enterprise and a Top 100 Electronic Information Enterprise, Leyard channels roughly 8% of annual revenue into R&D to push advances like Micro LED micro displays, transparent screens and energy-saving chips, partners such as Epistar have supported this strategy-most notably a $142 million Mini-LED/Micro-LED production investment in Wuxi in 2020-and sustainability initiatives like a lead-free, low-temperature solder paste are delivering tangible results with annual energy savings of about 129,000 kWh while the company's mission to "create technology that empowers people and enriches their lives," vision to lead audio-visual innovation globally, and core values of respect, cooperation and win-win development frame its expansion, cultural engagement and philanthropy such as the Siyuan Stars Education Fund.

Leyard Optoelectronic Co., Ltd. (300296.SZ) - Intro

• Founded: 1995 (Beijing)
• Listed: Shenzhen Stock Exchange (300296.SZ)
• Employees: >5,000 worldwide
• Global footprint: 7 international business centers

• Large-format LED screens for advertising and outdoor signage
• High-definition indoor displays for retail, corporate and broadcast
• Stage and event solutions for concerts, theaters and exhibitions
• Sports venue installations including stadium scoreboards and perimeter displays
• Architectural and lighting integrated solutions for public spaces

• Designs and product roadmaps focused on mini-LED, fine-pitch LED and AR/VR-compatible display interfaces
• Recognitions: National Technological Innovation Demonstration Enterprise; listed among China Top 100 Electronic Information Enterprises
• Extensive patent portfolio spanning display modules, calibration systems and power management

• Mission: Deliver immersive, reliable and energy-efficient visual experiences that empower communication worldwide
• Vision: Be the global benchmark in LED display innovation, integration and service excellence
• Core values: Customer-centricity, continuous innovation, quality and sustainability

• Manufacturing scale supports rapid project deployment for stadiums, retail chains and public installations
• Diversified revenue mix with a growing international share (38% in 2024) reducing single-market exposure
• Consistent reinvestment into R&D (~8% of revenue) to maintain product differentiation in fine-pitch and large-format segments

Leyard Optoelectronic Co., Ltd. (300296.SZ) - Overview

• Mission: Create technology that empowers people and enriches their lives by delivering innovative, high‑quality display technologies that enhance human visual experiences.
• Technology focus: Self‑developed energy‑saving driver chips, quantum dot COB all‑in‑one modules, Micro LED micro displays, and transparent screens.
• Customer orientation: Prioritizes human visual experience, customized display solutions, and high‑reliability products for commercial, broadcast, rental, control room, and retail markets.
• Sustainability: Product and process innovations aimed at reducing energy use and hazardous materials (e.g., lead‑free, low‑temperature solder paste yielding measurable annual energy savings).

• 2020 strategic partnership with Epistar resulting in a US$142 million investment to build Mini‑LED and Micro‑LED production capacity in Wuxi, China - a cornerstone for Leyard's vertical integration into advanced LED substrates and chip‑level production.
• Commitment to Micro LED and transparent screen leadership - targeted R&D programs and pilot production lines for micro displays and transparent, high‑transmittance LED panels.
• Sustainability initiative example: Development and implementation of a lead‑free, low‑temperature solder paste contributing to annual energy savings of approximately 129,000 kWh.

• Capital allocation: Significant capital directed toward advanced production capacity (e.g., Wuxi Mini/Micro‑LED plant) and in‑house component development to secure supply chain and margins.
• R&D posture: Continuous investment in core materials, driver ICs, and next‑gen manufacturing methods to maintain leadership in high‑resolution, low‑power LED displays.
• Market positioning: Products targeted across high‑value verticals (broadcast, control rooms, IMAX/rental, premium retail), supporting recurring revenue and solution sales.

Leyard Optoelectronic Co., Ltd. (300296.SZ) - Mission Statement

• Drive industry-leading AV solutions that raise the standard for image fidelity, interactivity and systems integration.
• Empower the cultural and creative industries by supplying technologies that enable new forms of cultural expression and audience engagement.
• Promote open cooperation and cross-border M&A to accelerate global market presence and create win‑win partnerships.
• Foster a culture of sharing-between employees, customers, partners, communities and investors-so growth benefits are widely distributed.
• Commit to sustainable operations and carbon responsibility while scaling business performance.

• Innovation and R&D: Sustain competitive advantage through continuous product and systems innovation.
• Culture + Technology: Build platforms and displays that expand cultural reach and creative possibilities.
• Global Expansion & Collaboration: Pursue overseas mergers, acquisitions and partnerships to broaden global footprint and local capabilities.
• Sustainability & Shared Value: Operate with environmental responsibility and inclusive stakeholder engagement.

• R&D allocation (≈8% of revenue) underpins rapid product refresh cycles and entry into adjacent markets (e.g., cultural venue systems, control room solutions).
• Cross-border M&A and partnerships accelerate access to local channels and specialized technologies, supporting the vision of global leadership.
• Sustainability credentials are integrated into procurement, manufacturing and product lifecycle design to meet regulatory and market expectations.

Leyard Optoelectronic Co., Ltd. (300296.SZ) - Vision Statement

• Equal respect - fostering a corporate culture where diverse perspectives are valued and employees at all levels are treated with dignity.
• Trustful cooperation - building long-term partnerships internally and externally through transparency and accountability.
• Win-win results - aligning business success with stakeholder benefit to create shared value for customers, suppliers, shareholders and society.

• R&D commitment - Leyard allocates approximately 8% of annual revenue to research and development to sustain technological leadership in LED displays and adjacent visual solutions.
• Breakthrough focus - investments target display performance, energy efficiency, miniaturization, and integration of software and AI-enabled control systems to exceed customer expectations.
• Product pipeline - continuous launch cadence across fine-pitch indoor, large outdoor, rental and creative LED categories to capture evolving market demand.

• Environmental stewardship - development and deployment of a lead-free, low-temperature solder paste that contributes to measured annual energy savings of 129,000 kWh.
• Social responsibility - initiatives such as the Siyuan Stars Education Fund target poverty alleviation and education support, reflecting a commitment to benefit people beyond immediate customers and shareholders.
• Stakeholder engagement - structured dialogues with governments, shareholders, customers, suppliers, communities and employees to align priorities and co-create sustainable development pathways.

• Product innovation cycles informed by close customer collaboration and field feedback to ensure solutions meet real-world performance and efficiency targets.
• Supplier partnerships emphasizing quality, sustainability and mutual growth, reducing supply chain risk while improving environmental metrics.
• Employee programs combining training, cross-functional collaboration and recognition to embed "equal respect" and trustful cooperation into daily operations.