瑞声(02018.HK)冀光学毛利率在40%以上 倘WLG取代传统塑胶镜有利定价
瑞声科技(02018.HK)总裁特别助理郭丹出席业绩发布会时表示,公司光学业务次季销售毛利率已达13.8%,其生产毛利率已超25%,而首季生产毛利则为9.2%,强调公司不断提升效率及良率,下一步会继续提升产品组合中高规格产品比例,例如是6P镜头出货量亦不断增加,另外公司将继续投放WLG玻璃镜片的产能,以在今年底前达到量产规模。
她指出现时公司在光学业务仅起步阶段,相信随着塑胶镜头技术、产能及产量等趋向成熟,未来会不断提升生产效率及良率,倘将来可提供光学解决方案等,将成销售的重要部分,但现时就未有收入占比目标。
她续指公司会不断改善产品组合,相信瑞声具规模化生产效益,加上生产成本有优势,中长期料塑胶镜头将在4-4.5元的水平,如WLG能大量出货并取代市场上的传统高端塑胶镜头,则可有更好的定价水平,冀毛利可在40%以上。
郭丹指出次季声学业务有良好复苏,总体来看在声学领域主要客户中表现亦稳中有升,对安卓声学领域亦非常有信心,希望占有率及盈利水平可提升,并令综合毛利水平回到40%左右。
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