《大行報告》摩通料舜宇(02382.HK)可取得iPad鏡頭項目 估2022年有生產iPhone鏡頭機會
摩根大通發表報告表示,重申對舜宇光學(02382.HK)「增持」評級及目標價155元(相當預測明年市盈率26倍),相信公司基本面持續良好,料受失去華為訂單的影響較少;此外,該行透過供應鏈渠道了解到,舜宇在爭取蘋果公司(AAPL.US)旗下iPad鏡頭項目進展良好,未來甚至有機會進一步爭取iPhone鏡頭訂單。
該行認為,舜宇在爭取iPad的鏡頭項目進展順利。仍然相信出貨量將可在2021年初開始,料下一個里程碑,將是該公司在順利執行iPad鏡頭後是否會獲得未來從事iPhone鏡頭業務的機會。
摩根大通的基本假設是,舜宇將在不久的將來開始對iPhone鏡頭進行採樣,並嘗試在2022年開始批量生產和交付iPhone鏡頭。
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