瑞聲(02018.HK):今年目標提升手機鏡頭出貨量和產能利用率
瑞聲科技(02018.HK)投資者關係總監黃美娟表示,手機光學業務整體市場競爭激烈,今年目標是提升手機鏡頭出貨量和產能利用率,從而改善毛利率水平。她指,對今年光學業務出貨量感樂觀,會根據市場需求擴大模組產量,今年產線或會增至20至25條。
聲學業務方面,黃美娟預計,今年來自北美客戶的收入和毛利率會有較好表現。另料今年安卓市場馬達出貨量將會按年翻倍,主要受應用場景增加帶動。至於精密結構件業務,去年併購的東陽精密機器(昆山)合併到集團業務後會帶來協同效應,並為收入帶來支持。
公司正積極與一級汽車供貨商及汽車製造商接觸,為未來車載鏡頭產品大規模量產構建具體時間表。同時尋找戰略投資機會,加速在車載鏡頭領域的佈局。
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