高盛发表研报指,对舜宇(02382.HK) 产品组合升级持乐观态度,由于每辆车的相机数量不断增加,以实现高级辅助驾驶系统(ADAS)或自动驾驶(AD)功能,有助推动车载镜头产品组合的升级。随着智能手机的相机规格及外形尺寸变化,“20 MPx +”镜头的贡献也将更高。该行预计,舜宇下半年营收按年增加 11%,主要受惠于车载镜头销售增长及手机镜头组合升级。中国发改委于今年1月宣布新一轮国家补贴计划,对...
Source Link高盛发表研报指,对舜宇(02382.HK) 产品组合升级持乐观态度,由于每辆车的相机数量不断增加,以实现高级辅助驾驶系统(ADAS)或自动驾驶(AD)功能,有助推动车载镜头产品组合的升级。随着智能手机的相机规格及外形尺寸变化,“20 MPx +”镜头的贡献也将更高。该行预计,舜宇下半年营收按年增加 11%,主要受惠于车载镜头销售增长及手机镜头组合升级。中国发改委于今年1月宣布新一轮国家补贴计划,对...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.