手机镜头商大立光4月销售按月跌15% 录五年同期低点 指零部件短缺
舜宇光学(02382.HK)今早股价受压,最新报177.3元下滑4.2%。舜宇同业大立光(3008.TW)昨(5)日公布今年4月合并营收33.99亿新台币,按年下跌27%(已连续三个月较去年同期下滑),按月下滑15%,据台湾《经济日报》报道此为五年同期低点。大立光表示,主要受供应链缺料因素影响,导致营收下滑,预料5月「拉货」动能仍将较4月下滑。
大立光公布今年累计前四月合并营收152.19亿元,按年下跌14.8%。大立光执行长林恩平日前透露,因天灾因素,AP(应用处理器)及Sensor(感测器)出现短缺,部分客户高画素的感测器甚至直接停产,重新投产仍需要一季时间,导致客户新产品因此递延一季;他指这部分的影响并非全面性,只限某些客户。(wl/a)
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