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舜宇光学(02382.HK):全年手机镜头出货量目标增长12%
阿思达克 08-18 11:51
舜宇光学(02382.HK)今年上半年光学零件业务毛利率录约41.5%,按年下跌2.6个百分点。行政总裁孙泱表示,疫情下手机镜头产能利用率有所下降,由於该业务资本投入较高,对规模效应敏感度高,期内市场对高端手机产品需求没有想像中大,加上欧美汽车制造商停工,亦影响车载镜头表现。

他期望,疫情稳定後手机镜头下半年毛利率可表现持平,随着汽车商复工下半年车载镜头毛利率料可恢复至正常水平。

舜宇上半年手机镜头出货量达6.45亿件,按年增长约17%,车载镜头出货量较去年同期下降约8.7%。他表示,由於手机镜头去年下半年基数较大,目标全年增长12%,车载镜头全年出货量则努力达到按年增长5%。

他又提到,为配合现今智能手机厂商对全面屏的需求,已完成研发屏下光学指纹识别模组,与各大系统提供商都有合作,惟目前未有量产时间表,强调未来集团只会专注相关技术光学领域的研发及生产。(gc/k)

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