E-Lead Electronic (2497) Corporate presentation summary

Strategic direction and market positioning

• Focus on consolidating leadership in AR-HUD technology and expanding into motorcycles, special-purpose vehicles, and UAVs.

• Targeting growth in non-Red supply chains and emerging markets, with a strong presence in China, Southeast Asia, India, Europe, and the US.

• Ranked among top AR-HUD suppliers in China, with significant market share.

Product and technology roadmap

• Product evolution includes smart-link, visual electronics, infotainment, ADAS, and HUD systems.

• R&D advancements in dashboards, lighting, heaters, electronics, and mechanical parts, with ongoing innovation in TFT LCD, LED, wireless charging, and integrated heated components.

• Cross-product technical integration offers comprehensive solutions, including sensors, anti-theft, wireless communication, and heating.

Key markets, customers, and sales portfolio

• Major customers include global automotive and motorcycle brands such as Chrysler, Hyundai, Ford, Nissan, Honda, Ducati, and Toyota.

• Product portfolio diversified across HUD, ADAS, infotainment, dashboards, lighting, heaters, electronics, and mechanical parts.

• Regional sales breakdown: Jiangsu focuses on HUD, Taiwan on infotainment and ADAS, Thailand on ADAS, and KOSO on dashboards and lighting.