舜宇同业大立光(03008.TW)4月营收「双降」 但料下半年毛利率有相当支撑
据台湾《工商时报》报道,舜宇光学(02382.HK)同业大立光(03008.TW)昨公布今年4月营收46.83亿新台币,虽录历年同期次高,但按月跌近14%、按年跌6.03%,创近十个月来首呈「双降」纪录;而大立光料今年5月营收将较4月下滑,为第二季营运埋下隐忧。以4月的产品比重来看,大立光指出,仍以10M(千万画素)以上的产品营收占比最高,达40%至50%。
大立光执行长林恩平指,4月比3月差,预警料5月又比4月差,称全球新冠肺炎疫情影响仍在,客户需求仍属疲弱。所幸多镜头趋势已成型,林恩平指今年下半年的手机规格早在上一季就已经订好了,其中8P镜头早在去年就已出货,另9P也已完成设计,就等客户导入,至於可增加相片视野、加强广角的自由曲面光学技术,下半年也可能会用得到,在新产品及新技术相继到位下,大立光下半年毛利率仍有相当的支撑。
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