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《大行報告》高盛:舜宇(02382.HK)上月手機鏡頭及手機攝像模組出貨量符預期 車載鏡頭如預期復甦
阿思達克 01-11 11:04
高盛發表研究報告,指出舜宇(02382.HK)12月的手機鏡頭出貨量按月增長1%,或按年增長3%至1.3億件,帶動全年出貨量按年增長14%。攝像模組出貨量4,500萬件,按月減少3%,或按年減少24%,令全年出貨量按年增長10%,符合公司的指引。車載鏡頭按月減少14%,或按年增長37%至600萬件,如預期般出現復甦,全年出貨量按年增長12%,超出公司的指引。

該行指,維持今年對鏡頭行業的審慎看法,考慮到智能手機的相機設計變化和競爭加劇,預計手機鏡頭行業今年的情況不會更好。該行認為相機設計的更改不是對疫情或5G智能手機節省成本的短期趨勢,而是設計的結構性更改,從追求高解像度到添加更多功能,例如深度傳感器、微距相機、超寬相機等,以豐富終端消費者的攝影體驗。

該行給予舜宇「沽售」投資評級,12個月目標價為81元。

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