郭明錤:舜宇(02382.HK)底部已過 料明年進入iPhone與iPad CCM供應鏈
天風國際證券分析師郭明錤認為,舜宇光學(02382.HK)底部已過,受益於Android手機庫存回補,預期中國手機市場在今年第四季重啟按季與按年成長。受益於iPhone與華為訂單,舜宇光學第四季手機鏡頭與CCM按季出貨均可達雙位數成長,顯示底部已過。而最新調查顯示,舜宇光學部分鏡頭與CCM報價上漲(如5P報價上漲20%),亦為底部已過的證據。
此外,舜宇光學的iPhone鏡頭訂單將持續增長,並預計在2025年取得Flip chip機台,意味著將進入iPhone與iPad CCM供應鏈,為2025年後的新成長動能。
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