瑞聲科技(2018.HK)2022上半年光學業務營收18.5億元，同比增長24.7%
8月24日，瑞聲科技(2018.HK)公佈2022年度中期業績。2022年上半年，瑞聲科技實現收入為人民幣94.1億元，同比增長9.3%，淨利潤為人民幣3.5億元。第二季度，瑞聲科技多個產品線的市場份額穩中有升，實現收入人民幣45.2億元，同比上升4.6%。
業績報吿顯示，上半年瑞聲科技光學業務實現收入為人民幣18.5億元，同比增長24.7%。得益於瑞聲科技垂直整合的核心策略以及研發製造能力獲得客户充分認可，第二季度光學分部銷售額同比增長14.9%至人民幣9.29億元。
瑞聲科技管理層表示，在光學市場份額持續提升的基礎上，二季度瑞聲科技優化內部運營，嚴格費控，提升運營效率，並且持續推進海外安卓客户及國內安卓客户的中高端光學業務項目的進展，通過優化客户以及產品結構，以進一步增強塑膠鏡頭的盈利水平。早前宣佈的分拆光學業務上市計劃，也將通過建立獨立的融資平台為瑞聲科技光學業務的發展提供支撐。
備受關注的玻塑混合鏡頭方面，瑞聲科技WLG玻璃鏡片技術以及與之配套的模具、工藝、仿真、算法等通用平台技術，強化了光學業務的技術能力，形成了較強的技術壁壘。
公開資料顯示，相比手機傳統的塑料鏡片，WLG晶圓級玻璃鏡片進光量更大，可有效改善畫質，畫面的豐富程度大幅提高。超低色散晶圓級玻璃鏡片的加入，賦予玻塑混合鏡頭更大光圈、高解析力、低厚度、低温漂等優勢，能夠降低暗光拍攝條件下的圖像噪點，減少色差，改進邊緣和近焦畫質，成像還原更真實。
管理層透露，目前瑞聲科技正在與多個手機終端廠商客户推進玻塑混合鏡頭方案驗證，1G5P和1G6P產品持續出貨交付。未來公司將積極推進並實現多項WLG玻璃鏡片在車載、AR/VR設備、半導體生產及檢測等工業領域的應用項目。
另外，模組業務模塊目前正按計劃穩步推進，市場份額持續提升，第二季度光學模組的出貨量同比提升116.6%。同時，VCM產線已經開始運轉，為客户小批量驗證出貨。
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