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Sunny Optical Technology (Group) Company Limited 2021-01-22T15:14 財經茄呢啡 不僅是玉晶光，蘋果也持續通過南韓鏡頭大廠ＳＥＭＣＯ和中國鏡頭大廠舜宇光學給予大立光降價的壓力；外界估計，ＳＥＭＣＯ與舜宇光學陸續打入蘋果供給鏈，大立光同樣會面臨降價的壓力。未來到底是要降價，還是堅持高毛利底線，都是艱難的抉擇。
Sunny Optical Technology (Group) Company Limited 2021-01-15T15:27 財經茄呢啡 ２０１８年至２０１９年間，得益於汽車智能化的發展，舜宇光學的車載鏡頭出貨量屢創新高。在２０２０年１２月，舜宇光學車載鏡頭同比大漲３７．３％，達到５７３．６萬件。
Sunny Optical Technology (Group) Company Limited 2021-01-15T15:27 財經茄呢啡 然而鏡頭產業競爭始終強烈，本土有玉晶光成為蘋果第二生產商，中國市場有舜宇光學虎視眈眈。尤其以去年下半年，華為禁令實施後，使大立光痛失單一大客戶，業績受挫。大立光日前法說會釋出本季保守展望，外資連六個交易日站在賣方，賣超１５５１張；相反地，外資對矽力連三買。
Sunny Optical Technology (Group) Company Limited 2021-01-15T15:27 財經茄呢啡 大華繼顯公布報告，該行最近的渠道檢查顯示，手機部件行業的恢復繼續步入正軌，手機相機部件領域的主要領導者跑贏行業。這要歸功於市場份額的增加，且滲透到新客戶的供給鏈。最主要的是，車載攝像頭產品吸引更多關注，這將是未來長期增加的關鍵動力。保持中國資訊科技硬件股跑贏大市評級。該行首選舜宇光學及丘鈦科技，給予舜宇光學目標價２２０港元，買進評級；給予丘鈦科技目標價１７．１港元，買進評級。
Sunny Optical Technology (Group) Company Limited 2021-01-15T15:27 財經茄呢啡 建議投資人，可以繼續關注智慧手機零組件和半導體生產商的長期成長，這些生產商將是５Ｇ技術普及的受惠者。首選股為穩懋半導體、台積電及舜宇光學科技。
Sunny Optical Technology (Group) Company Limited 2021-01-08T15:27 財經茄呢啡 至於玉晶光，摩根大通睇好優於大立光的原因有三，包括舜宇光學和ＳＥＭＣＯ的競爭壓力較低、今年下半年不排除量產潛望鏡鏡頭、以及今年獲利看增２２％，領先大立光。雖近期玉晶光營運受毛利回軟影響，但未來幾季表現可望改善。
Sunny Optical Technology (Group) Company Limited 2021-01-08T15:27 財經茄呢啡 港交所最新資料顯示，２０２１年１月６日，王文鑒拋售舜宇光學科技（ＨＫ ２３８２，最新價：１８１．７港元）股權２０萬股，平均價為每股１８５港元，共計拋售３７００萬港元。在此次拋售後，王文鑒持有舜宇光學科技的股權占比從３８．５３％消減為３８．５１％。
Sunny Optical Technology (Group) Company Limited 2021-01-08T15:27 財經茄呢啡 而中國廠商舜宇光學近期股價表現強勁並創歷史新高，重要是今年開始出貨ＩＰＡＤ ５Ｐ鏡頭與ＩＰＨＯＮＥ ７Ｐ鏡頭推動。估計舜宇光學將在２０２２年擴產ＡＰＰＬＥ鏡頭產能至少５０％以上，將進一步加劇對玉晶光的價錢競爭壓力。
Sunny Optical Technology (Group) Company Limited 2021-01-08T15:27 財經茄呢啡 而舜宇的優勢在於客戶分散、產業分散與具備垂直整合鏡頭與模組的優勢。天風國際估計，舜宇光學將在２０２１年開始出貨ＩＰＨＯＮＥ鏡頭，若舜宇光學２０２１年出貨鏡頭順利，則２０２２年將進一步擴產至少５０％以上。展望２０２２年，若ＩＰＨＯＮＥ鏡頭仍無顯著升級，在具備成本優勢的舜宇光學擴產後，估計玉晶光（和舜宇光學良率相當）的下行風險可能將隨之加劇。
Sunny Optical Technology (Group) Company Limited 2021-01-08T15:27 財經茄呢啡 至於舜宇光學近期股價表現強勁並創歷史新高，郭明錤直言，應證了先前的估計，舜宇光學今年將出貨 ＩＰＡＤ ５Ｐ 鏡頭與 ＩＰＨＯＮＥ ７Ｐ 鏡頭，且將在 ２０２２ 年擴產蘋果鏡頭產能至少 ５０％ 以上。
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