《大行報告》瑞銀:部份安卓手機商上半年對鏡頭配置「降級」 料下半年規格升級停滯
舜宇光學(02382.HK)今日(7日)股價受壓,盤中曾低見115.8元一度下滑8.5%,最新報120元跌5.2%,為跌幅最大的藍籌股。瑞銀近日發表了舜宇光學同業大立光(03008.TW)研究報告,並指出安卓 (Android)平台的智能手機的鏡頭需求疲軟、且面臨成本上漲,基於面對行業需求疲軟及宏觀經濟的不確定性下,手機鏡頭的規格升級停滯。
該行表示,據中國工信部數據,內地首四個月智能手機出貨量按年跌31%,並留意到中國部份手機製造商於今年上半年在新手機型號中對鏡頭配置「降級」,並估計今年下半年不會鏡頭進行升級。
瑞銀指,大立光今年以來股價已累跌34%,雖預期今年第二季毛利率回穩,但基於智能手機品牌尚未實質性升級鏡頭規格,維持「中性」投資評級。
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