智通财经APP讯，华显光电(00334)发布公告，截至2026年3月31日止3个月(回顾期)，受存储相关供应紧张及价格上涨影响，智能终端品牌厂商普遍采取控单缩产策略，特别是入门机型备货节奏放缓，市场需求承压。根据市场研究机构IDC最新报告，2026年第一季度全球智能手机出货量同比下降4.1%至2.9亿部，终止了连续十个季度的增长。
回顾期内，本集团实现总销量达1860万片，同比增长61.5%，带动总营业额同比增加19.7%达人民币16.69亿元。回顾期内，本集团手机类模组销量同比增加 15.9%，达1050万片，相关营业额同比增加8.1%达人民币4.78亿元;平板类模组销量同比增加139.4%，达490万片，相关营业额同比增加119.7%达人民币7.81亿元。为巩固客户关系及提升黏性，本集团推行定制化策略。受此影响，叠加市场竞争加剧及产品结构变化，本集团销售产品(不包括部件及其他产品)的平均售价同比下滑4.8%至人民币88.7元。
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