花旗:丘钛科技FPM出货量超预期 将持续增长

美港电讯
10 Dec 2024

【花旗:丘钛科技FPM出货量超预期 将持续增长】金十数据12月10日讯,花旗发报告指,因丘钛科技(01478.HK)受惠于vivo、荣耀、华为旗舰机种10月的强劲表现后,11月需求较预期强,令11月份的丘钛指的32MP+型号的出货量仍有弹性。并预计12月份手机摄像头模组(CCM)出货量将来自旗舰机种持续推出的动力,惟部分被其客户的年终库存调整所抵销。同时相信,更好的产品组合和更高的平均售价将推动超音波指纹模组(FPM)的出货量增长。暂维持“中性”及目标价4.6港元。

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