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《大行报告》摩通料舜宇(02382.HK)可取得iPad镜头项目 估2022年有生产iPhone镜头机会
阿思达克 11-03 12:29
摩根大通发表报告表示,重申对舜宇光学(02382.HK)「增持」评级及目标价155元(相当预测明年市盈率26倍),相信公司基本面持续良好,料受失去华为订单的影响较少;此外,该行透过供应链渠道了解到,舜宇在争取苹果公司(AAPL.US)旗下iPad镜头项目进展良好,未来甚至有机会进一步争取iPhone镜头订单。

该行认为,舜宇在争取iPad的镜头项目进展顺利。仍然相信出货量将可在2021年初开始,料下一个里程碑,将是该公司在顺利执行iPad镜头後是否会获得未来从事iPhone镜头业务的机会。

摩根大通的基本假设是,舜宇将在不久的将来开始对iPhone镜头进行采样,并尝试在2022年开始批量生产和交付iPhone镜头。

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