You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭明錤:舜宇(02382.HK)iPad 5P鏡頭驗證順利 下半年出貨iPhone廣角鏡機率大增
阿思達克 02-04 13:59
著名蘋果分析員郭明錤發表的報告指,舜宇光學(02382.HK)iPad 5P鏡頭驗證順利,預計於今年首季中期後開始大量出貨,受初期產能限制,供貨比重約15%,預計大量出貨後良率提升至與玉晶光相似。他指出舜宇光學的iPad 5P鏡頭驗證順利,意味著出貨下半年新款iPhone的7P廣角鏡頭機率大增,料蘋果(AAPL.US)鏡頭供應鏈競爭加劇,而舜宇光學在未來數年內的蘋果訂單可望快速成長。

他預估在大量出貨後,舜宇光學的iPad 5P鏡頭良率可望提升至80%,與玉晶光的良率相當,略遜於大立光的85%。若今年出貨順利,預估舜宇光學將擴產蘋果鏡頭產能並在2022年提升iPad 5P鏡頭訂單比重至約25–30%。

報告認為驗證順利對舜宇光學而言有兩個重大意義,一方面可理解蘋果的運作文化與開發生產流程要求,另一方面可熟悉與蘋果CCM供應商的合作流程並建立溝通管道,相信舜宇光學從iPad 5P鏡頭驗證過程中所學到的,將有助於iPhone 7P廣角鏡頭開發、驗證與出貨。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account