舜宇光学科技3月数据点评:手机光学短期受高基数影响 智驾利好初步显现

中金公司
13 Apr

公司近况舜宇光学科技公布3 月出货量数据:1)手机光学:公司手机摄像模组出货3,731.4 万片,同/环比-10.9%/+5.5%,同行中,丘钛手机摄像模组出货2,944.2万片,同/环比-20.1%/+28.5%,公司与其趋势相似。手机镜头出货9,431.6万片,同/环比-16.3%/-2.9%,同行中,大立光月度营收同/环比+42%/+3%,二者差异主要来自客户结构不同以及ASP 上升。我们...

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