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Sunny Optical Technology (Group) Company Limited 2021-02-05T14:56 財經茄呢啡 舜宇光學ＩＰＡＤ５Ｐ鏡頭驗證順利，預估在１Ｑ２１中期後開始大量出貨。舜宇光學的ＩＰＡＤ５Ｐ鏡頭驗證順利，意味著出貨２Ｈ２１新款ＩＰＨＯＮＥ的７Ｐ廣角鏡頭機率大增。ＡＰＰＬＥ鏡頭供給鏈競爭加劇。舜宇光學在未來數年內的ＡＰＰＬＥ訂單可望快速成長。
Sunny Optical Technology (Group) Company Limited 2021-02-05T14:56 財經茄呢啡 預估舜宇光學的ＩＰＨＯＮＥ ７Ｐ廣角鏡頭與ＩＰＡＤ ５Ｐ鏡頭出貨比重將在２０２２年進一步分別增長至１５–２０％與２５–３０％，未來可望獲得新產品類別的鏡頭訂單，包括頭戴裝置與ＡＰＰＬＥ ＣＡＲ鏡頭訂單。
Sunny Optical Technology (Group) Company Limited 2021-02-05T14:56 財經茄呢啡 舜宇光學的ＩＰＡＤ ５Ｐ驗證過程順利，最主要的意義在於舜宇光學已清楚掌握ＡＰＰＬＥ供給鏈管理的游戲規則，此將有助於舜宇光學的ＩＰＨＯＮＥ ７Ｐ廣角鏡頭驗證。
Sunny Optical Technology (Group) Company Limited 2021-02-05T14:56 財經茄呢啡 舜宇光學ＩＰＡＤ ５Ｐ鏡頭驗證順利，預估在１Ｑ２１中期後開始大量出貨。受初期產能限制，供貨比重約 １５％。預估大量出貨後良率增長至與玉晶光相似。此外，舜宇光學的 ＩＰＡＤ ５Ｐ 鏡頭驗證順利，意味著出貨 ２Ｈ２１ 新款 ＩＰＨＯＮＥ 的 ７Ｐ 廣角鏡頭機率大增。
Sunny Optical Technology (Group) Company Limited 2021-02-05T14:56 財經茄呢啡 大和總研發表研究報告指，舜宇光學科技今年將維持強勁利潤提升，重要由於公司將進入蘋果供給鏈，規格升級將令今年下半年業績加速，料公司於２０２１至２２年利潤可恢復３５％至３９％的按年提升，該行維持其買進評級，目標價由１７５港元調高至２５６港元。
Sunny Optical Technology (Group) Company Limited 2021-01-29T15:06 財經茄呢啡 舜宇光學大漲近８％，股價刷新歷史新高。自去年以來，舜宇光學的股價就一路上揚，２０２０年初至今漲幅已超過６０％，市值超過２４００億港元，去年３月至今股價已實現翻倍。市場傳聞，舜宇光學近日大漲是由於其手機鏡頭業務將進入蘋果供給鏈。
Sunny Optical Technology (Group) Company Limited 2021-01-22T15:14 財經茄呢啡 早前，知名經濟學家郭明錤曾估計稱，舜宇光學將在２０２１年開始出貨ＩＰＨＯＮＥ鏡頭，同一時間其相信，若舜宇光學２０２１年出貨鏡頭順利，則２０２２年將進一步擴大至少５０％以上。
Sunny Optical Technology (Group) Company Limited 2021-01-22T15:14 財經茄呢啡 市場傳聞舜宇光學手機鏡頭進入蘋果供給鏈。舜宇光學昨天大漲逾７％，今天盤中再漲近８％，繼續刷新歷史新高。截至發稿，漲７．８１％，報２２０．８港元，成交額１５．３５億港元。
Sunny Optical Technology (Group) Company Limited 2021-01-22T15:14 財經茄呢啡 舜宇光學大漲近８％，股價刷新歷史新高。自去年以來，舜宇光學的股價就一路上升，２０２０年初至今漲幅已超過６０％，市值超過２４００億港元，去年３月至今股價已實現翻倍。市場傳聞，舜宇光學近日大漲是由於其手機鏡頭業務將進入蘋果供給鏈。
Sunny Optical Technology (Group) Company Limited 2021-01-22T15:14 財經茄呢啡 最具代表性的是光學鏡頭產業，車用鏡頭崛起，手機鏡頭受到很大沖擊，去年一年，中國的舜宇光學股價上升２５．７％，丘鈦科技上升１．８６％，高偉電子大漲２６０％，但台灣最卓越的大立光一年股價回軟３６．１％，台灣的光學變焦鏡頭，除了佳凌切入光達的產業鏈異軍突起外，似乎有全面弱化之勢。
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