郭明錤:舜宇(02382.HK)iPad 5P镜头验证顺利 下半年出货iPhone广角镜机率大增
着名苹果分析员郭明錤发表的报告指,舜宇光学(02382.HK)iPad 5P镜头验证顺利,预计於今年首季中期後开始大量出货,受初期产能限制,供货比重约15%,预计大量出货後良率提升至与玉晶光相似。他指出舜宇光学的iPad 5P镜头验证顺利,意味着出货下半年新款iPhone的7P广角镜头机率大增,料苹果(AAPL.US)镜头供应链竞争加剧,而舜宇光学在未来数年内的苹果订单可望快速成长。
他预估在大量出货後,舜宇光学的iPad 5P镜头良率可望提升至80%,与玉晶光的良率相当,略逊於大立光的85%。若今年出货顺利,预估舜宇光学将扩产苹果镜头产能并在2022年提升iPad 5P镜头订单比重至约25–30%。
报告认为验证顺利对舜宇光学而言有两个重大意义,一方面可理解苹果的运作文化与开发生产流程要求,另一方面可熟悉与苹果CCM供应商的合作流程并建立沟通管道,相信舜宇光学从iPad 5P镜头验证过程中所学到的,将有助於iPhone 7P广角镜头开发、验证与出货。
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