舜宇光学科技(2382.HK):4月车载镜头需求提升 手机镜头稳定增长

中信建投证券
23 May

核心观点公司4 月手机镜头出货量同比增长9.2%,车载镜头同比增长28.9%。公司手机镜头稳定增长,摄像模组有所承压,但结构改善,潜望、大像面模组出货增加,2025 年手机镜头的单价和毛利率有望继续改善。公司车载镜头维持高增长,2025 年是辅助驾驶爆发的一年,公司车载镜头全球市场占有率继续保持第一,将深度受益于汽车的传感器数量、配置的提升。其他智能终端方面,公司量产了单色及合色MicroLED ...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10