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$艾比森(SZ300389)$ 和我美股关注一个$LSI设备(LYTS)$ 算部分产品竞争对手吧[大笑]Our Lighting operations generally carry a certain level of sub-assemblies and finished goods inventory to meet quick delivery requirements. The Company’s operations dealing with LED products generally carry LED and LED component inventory due to longer lead times. Most lighting products are made to order and shipped shortly after they are manufactured.,LSI好像还比较低端,是LIGHT为主,显示屏也将近一半的生意,但是好像看着没有我们艾比森高级,再看看

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LYTS做非居民照明,在美国市场竞争对手只剩下三两个。艾比森主要是做LED显示屏,国内竞争对手很多,比如洲明、联建光电、强力巨彩(未上市),供参考