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瑞聲(02018.HK)冀光學毛利率在40%以上 倘WLG取代傳統塑膠鏡有利定價
阿思達克 08-24 18:43
瑞聲科技(02018.HK)總裁特別助理郭丹出席業績發布會時表示,公司光學業務次季銷售毛利率已達13.8%,其生產毛利率已超25%,而首季生產毛利則為9.2%,強調公司不斷提升效率及良率,下一步會繼續提升產品組合中高規格產品比例,例如是6P鏡頭出貨量亦不斷增加,另外公司將繼續投放WLG玻璃鏡片的產能,以在今年底前達到量產規模。

她指出現時公司在光學業務僅起步階段,相信隨著塑膠鏡頭技術、產能及產量等趨向成熟,未來會不斷提升生產效率及良率,倘將來可提供光學解決方案等,將成銷售的重要部分,但現時就未有收入佔比目標。

她續指公司會不斷改善產品組合,相信瑞聲具規模化生產效益,加上生產成本有優勢,中長期料塑膠鏡頭將在4-4.5元的水平,如WLG能大量出貨並取代市場上的傳統高端塑膠鏡頭,則可有更好的定價水平,冀毛利可在40%以上。

郭丹指出次季聲學業務有良好復甦,總體來看在聲學領域主要客戶中表現亦穩中有升,對安卓聲學領域亦非常有信心,希望佔有率及盈利水平可提升,並令綜合毛利水平回到40%左右。

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