瑞聲(02018.HK):提升整體毛利需要時間 冀未來策略多元化
瑞聲(02018.HK)首席財務官郭丹表示,光學毛利率提升很明顯,其中塑膠鏡頭超過36%,但提升整體毛利需要時間,因模組產能擴大,而該部份毛利相對鏡頭較低。公司希望未來策略是多元化,以整體解決方案,差異化終端用戶體驗,從而推動行業升級趨勢,引導產品有更高的價值。
她指,公司的WLG鏡頭,對比目前主流鏡頭,在同一像素下,品質會較好,未來希望通過差異化產品,給予市場新的技術路線,相信會得到市場認可和採用。而光學業務規劃有分拆上市策略,但長遠仍是集團一個控股子公司,對板塊看法非常積極樂觀。
對於有市場調查機構下調今年手機出貨量,投資者關係總監黃美娟指,受海外疫情影響,智能手機出貨量,由去年第四季延至一季度,今年預期仍保持13億部,對市場有信心,特別是在下半年旺季會有改善,公司會通過改善自身能力,以進一步提升毛利率。
她又指,晶片短缺情況已體現,公司有應對大環境影響的策略,但相信下半年有所緩解,在此情況下,公司收入和純利都有改善。
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