舜宇光學(02382.HK):全年手機鏡頭出貨量目標增長12%
舜宇光學(02382.HK)今年上半年光學零件業務毛利率錄約41.5%,按年下跌2.6個百分點。行政總裁孫泱表示,疫情下手機鏡頭產能利用率有所下降,由於該業務資本投入較高,對規模效應敏感度高,期內市場對高端手機產品需求沒有想像中大,加上歐美汽車製造商停工,亦影響車載鏡頭表現。
他期望,疫情穩定後手機鏡頭下半年毛利率可表現持平,隨著汽車商復工下半年車載鏡頭毛利率料可恢復至正常水平。
舜宇上半年手機鏡頭出貨量達6.45億件,按年增長約17%,車載鏡頭出貨量較去年同期下降約8.7%。他表示,由於手機鏡頭去年下半年基數較大,目標全年增長12%,車載鏡頭全年出貨量則努力達到按年增長5%。
他又提到,為配合現今智能手機廠商對全面屏的需求,已完成研發屏下光學指紋識別模組,與各大系統提供商都有合作,惟目前未有量產時間表,強調未來集團只會專注相關技術光學領域的研發及生產。(gc/k)
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