Topics Comments
 < Previous page    Next page > 
Cheung Kong VODone Limited Shenzhen International Holdings Limited Jiangxi Copper Company Limited REXLot Holdings Limited China Overseas Land & Investment Limited Chong Hing Bank Limited Agricultural Bank of China Limited Chow Tai Fook Jewellery Group Limited Capital VC Limited iShares A50 Standard Chartered Bank of Communications Bank of China China LotSynergy Holdings Limited agribank Agri Airlines Appl AUD Auto A Shares Brokers CAD fertilizer producers China Lottery Supermarket China Banks Communication Consumer China Econ Electricity China Finance China IT Petro Real Est China Resource Steel coal Commodity Beauty Drugs Enviro EURO Lang Simon Ting WongSir Andy Xie Expo Gambling Garment gas GBD Gold Gold Jew Gold mine Harbour Highways HK Apparel REITs Rentals HK Banks ETF HK Housing Market Real Est HK HK Stock iBond Infra Insure IPO jewel Mach Build Mat New Energy NZD Oil Paper Rare Earths Real Estate Market Food RMB Rising RMB RMB Bonds Shipbuilding Shipping Sports Stock Trend Taiwan Dollar (TWD) Textile Top 500 USD US Econ Util Water Yang Liu's 10 Stocks YEN Diary media Central Bank Monetary Policy Education Construction Emerging markets Nuclear power BillGross Cement HK retail logistics Swiss franc Social Security Fund Law Ka-Chung capital flow Financial and political policy Railway film Korean Won Roubini Faber Mobius
Topics Last reply time Nickname Content
Sunny Optical Technology (Group) Company Limited 2021-05-14T15:25 財經茄呢啡 大和公布研究報告，重申舜宇光學科技「買進」評級，目標價由２５６港元降１３％至２２５港元，保持為行業首選。
Sunny Optical Technology (Group) Company Limited 2021-05-07T15:10 財經茄呢啡 中國生產商舜宇光學的ＩＰＡＤ ５Ｐ鏡頭驗證工作發展順利，ＩＰＨＯＮＥ １３ ＰＲＯ系列搭載新鏡頭的可能性增長。ＩＰＨＯＮＥ １３ ＰＲＯ可能配備全新超廣角鏡頭，從ＩＰＨＯＮＥ １２ ＰＲＯ系列的５Ｐ（Ｆ/２．４）升級至６Ｐ（Ｆ/１．８）；也從ＦＦ定焦鏡頭升級成ＡＦ自動對焦鏡頭​​。而ＩＰＨＯＮＥ １３ ＰＲＯ系列相機模組也為因應這些升級，變得比以往的鏡頭模組更大。
Sunny Optical Technology (Group) Company Limited 2021-04-30T15:03 財經茄呢啡 蘋果如今交付給舜宇光學科技的鍍膜設備數量與模具費用進度均低於預估，認為蘋果與舜宇光學的合作已放緩一段時間；預估舜宇光學仍會在今年下半年開始出貨ＩＰＨＯＮＥ鏡頭，但今年ＩＰＨＯＮＥ １３的Ｆ１．５ ７Ｐ廣角鏡頭訂單比重可能低於３％。
Sunny Optical Technology (Group) Company Limited 2021-04-09T14:49 財經茄呢啡 我們預料舜宇光學的７Ｐ廣角鏡頭大量生產良率好於市場預期並與玉晶光相當，ＡＳＰ則略低於玉晶光。因大立光良率明顯優於舜宇光學與玉晶光，故舜宇光學進入ＡＰＰＬＥ鏡頭供給鏈，玉晶光將承受較大競爭壓力。
Sunny Optical Technology (Group) Company Limited 2021-04-09T14:49 財經茄呢啡 舜宇光學有望透過ＩＰＨＯＮＥ １３的７Ｐ鏡頭品質測試，並於２０２１年２季度開始出貨。郭明錤直言，舜宇光學的ＩＰＨＯＮＥ ７Ｐ廣角鏡頭樣本良率優於玉晶光，所以它相信舜宇光學的大量生產良率將好於市場預期並與玉晶光相當。郭明錤預料，受益於成本優勢，舜宇光學的蘋果鏡頭出貨可望在未來３年內顯著提升。
Sunny Optical Technology (Group) Company Limited 2021-04-09T14:49 財經茄呢啡 對比舜宇光學，兩者手機鏡頭業務自去年年中開始出現背離，大立光保守的管理層對汽車鏡頭一直語焉不詳，而舜宇光學汽車鏡頭業務卻異常迅猛。
Sunny Optical Technology (Group) Company Limited 2021-04-02T15:02 財經茄呢啡 ＩＰＨＯＮＥ １３系列會采用舜宇光學的鏡頭，它的７Ｐ鏡頭品質測試對於舜宇光學來說極大可能會透過，這也就意味著舜宇光學很快就能出貨，最快會在２季度開始。郭明錤還指出，ＩＰＨＯＮＥ １３舜宇光學的７Ｐ廣角鏡頭樣本良率優於玉晶光，所以舜宇光學的大產量良率極有機會會接近甚至超過玉晶光，另外，舜宇光學的制作成本相對較小，所以在產量上存在一定的優勢，有希望在未來三年會迅速增加。
Sunny Optical Technology (Group) Company Limited 2021-04-02T15:02 財經茄呢啡 舜宇光學的ＩＰＨＯＮＥ ７Ｐ廣角鏡頭樣本良率優於玉晶光，故相信舜宇光學的大量生產良率將好過市場預期並與玉晶光相當。受益於成本優勢，估計舜宇光學的ＡＰＰＬＥ鏡頭出貨可望在未來３年內顯著增加。
Sunny Optical Technology (Group) Company Limited 2021-04-02T15:02 財經茄呢啡 郭明錤又指，舜宇光學的ＩＰＨＯＮＥ ７Ｐ廣角鏡頭樣本良率優於玉晶光，故相信舜宇光學的大量生產良率將好過市場預期並與玉晶光相當。受益於成本優勢，估計舜宇光學的ＡＰＰＬＥ鏡頭出貨可望在未來３年內顯著增加。
Sunny Optical Technology (Group) Company Limited 2021-04-02T15:02 財經茄呢啡 詎料包括第二季的展望，是否有缺料問題，新技術的發展進程，擴廠進度，松口接中階手機，會否影響毛息口？切入ＶＣＭ鏡頭，是否有為營運增添動能，及外傳舜宇光學可望透過蘋果今年新款ＩＰＨＯＮＥ ７Ｐ鏡頭驗證，並已得到訂單、最快在今年下半年就會出貨，此事是否屬實，都將會是投資者重點關注的焦點。
 < Previous page    Next page > 

Mobile | Full
Forum rule | About Us | Contact Info | Terms & Conditions | Privacy Statment | Disclaimer | Site Map
Copyright (C) 2025 Suntek Computer Systems Limited. All rights reserved
Disclaimer : In the preparation of this website, 88iv endeavours to offer the most current, correct and clearly expressed information to the public. Nevertheless, inadvertent errors in information and in software may occur. In particular but without limiting anything here, 88iv disclaims any responsibility and accepts no liability (whether in tort, contract or otherwise) for any direct or indirect loss or damage arising from any inaccuracies, omissions or typographical errors that may be contained in this website. 88iv also does not warrant the accuracy, completeness, timeliness or fitness for purpose of the information contained in this website.