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瑞声(02018.HK):提升整体毛利需要时间 冀未来策略多元化
阿思达克 05-14 18:10
瑞声(02018.HK)首席财务官郭丹表示,光学毛利率提升很明显,其中塑胶镜头超过36%,但提升整体毛利需要时间,因模组产能扩大,而该部份毛利相对镜头较低。公司希望未来策略是多元化,以整体解决方案,差异化终端用户体验,从而推动行业升级趋势,引导产品有更高的价值。

她指,公司的WLG镜头,对比目前主流镜头,在同一像素下,品质会较好,未来希望通过差异化产品,给予市场新的技术路线,相信会得到市场认可和采用。而光学业务规划有分拆上市策略,但长远仍是集团一个控股子公司,对板块看法非常积极乐观。

对於有市场调查机构下调今年手机出货量,投资者关系总监黄美娟指,受海外疫情影响,智能手机出货量,由去年第四季延至一季度,今年预期仍保持13亿部,对市场有信心,特别是在下半年旺季会有改善,公司会通过改善自身能力,以进一步提升毛利率。

她又指,晶片短缺情况已体现,公司有应对大环境影响的策略,但相信下半年有所缓解,在此情况下,公司收入和纯利都有改善。

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