手機鏡頭商大立光4月銷售按月跌15% 錄五年同期低點 指零部件短缺
舜宇光學(02382.HK)今早股價受壓,最新報177.3元下滑4.2%。舜宇同業大立光(3008.TW)昨(5)日公布今年4月合併營收33.99億新台幣,按年下跌27%(已連續三個月較去年同期下滑),按月下滑15%,據台灣《經濟日報》報道此為五年同期低點。大立光表示,主要受供應鏈缺料因素影響,導致營收下滑,預料5月「拉貨」動能仍將較4月下滑。
大立光公布今年累計前四月合併營收152.19億元,按年下跌14.8%。大立光執行長林恩平日前透露,因天災因素,AP(應用處理器)及Sensor(感測器)出現短缺,部分客戶高畫素的感測器甚至直接停產,重新投產仍需要一季時間,導致客戶新產品因此遞延一季;他指這部分的影響並非全面性,只限某些客戶。(wl/a)
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