舜宇(02382.HK)削今年全球智能手機出貨量預測至按年跌7.9%
舜宇光學科技(02382.HK)於今日(23日)舉行投資者日,根據其演示文稿,公司預期受全球疫情、海外地區戰爭、全球通脹和消費疲弱的影響下,料今年全球智能手機出貨量按年跌7.9%至12.2億部,較今年初預測下調10.9%。
公司對今年中國智能手機出貨量預測按年跌16.9%至2.6億部,較年初預測下調17.1%。受俄烏戰爭影響,對歐洲智能手機出貨量預測跌15%至1.7億部,較年初預測下調19%。其他地區包括北美和南美、印度和印尼、亞太區及非洲等,其智能手機出貨量預測按年跌2.6%,至7.9億部,較年初預測下調6.6%。
此外,公司估計可折疊智能手機將成為市場趨勢,因預期將有密集式發布及配備超薄相機;至於高端手機焦點較多在於出色圖像性能的體驗。
舜宇認為,需求疲弱及市場競爭激烈等因素,將增加成本壓力,另手機鏡頭規格下降,平均每部手機配置的鏡頭數量持續減少。集團目標持續改善盈利能力,包括充分發揮技術優勢和產品創新、增加國內客戶忠誠度及加強海外客戶業務發展,以及開發XR(延伸實境)及AIoT(人工智能物聯網)領域的產品線等。
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