Interim Report 2011

Sunny Optical Technology (Group) Company Limited 舜宇光學科技（集團）有限公司 / Interim Report 2011 中期報告 10 Management Discussion and Analysis 管理層討論與分析 隨着高像素手機鏡頭需求的日益增加，光學 零件事業產品結構得到改善；光學零件事業 之光學鏡頭部開始推進鏡頭自動檢測制程， 這對於穩定產出高像素產品起到非常重要的 作用，也更好地配合了國際品牌客戶對高品 質的需求，並大幅提高生產效率，減少勞工 成本。手機鏡頭業務，二百萬像素及以上產 品的出貨數量比例由去年的約 36.9% 上升到 約 55.4%. 回顧期內，本集團已通過夏普與諾基亞的量 產認證，手機鏡頭成功進入諾基亞供應鏈， 並且已經於今年第二季開始大批量出貨，並 已成為其手機鏡頭的供應商之一。此外，本 集團與韓國三星電子亦簽署了長期合作協 議，確立了戰略合作夥伴關係。協議簽署 後，三星電子將向本集團提供必要的技術支 持，同時將在數碼相機（含單反數碼相機） 的鏡片及群組等領域與本集團展開具體的合 作。雙方的長期合作將促使本集團整組鏡頭 組裝及模組的實力得到進一步提高，為本集 團加快轉型升級增添新的動力。 光電產品 受惠於國內品牌智能手機及 3G 手機的快速發 展，國內手機鏡頭需求提升，本集團手機照 相模組業務實現較快增長。截至二零一一年 六月三十日止六個月，光電產品事業的銷售 收入約為人民幣 517,700,000 元，較去年同期 增長約 55.1% 。此業務佔本集團的總銷售收 入約為 47.0% ，而在去年同期則佔約 40.0% 。 With the increasing demand for high resolution handset lens sets, the product mix of optical components business segment was improved. The optical lens set department under the optical components business segment has started to promote the automatic lens set testing process, which played an important role in providing stable output of high resolution products and was more able to meet the needs of high quality products by international branded customers, and significantly improved production efficiency and reduced labor costs. As for handset lens set business, the proportion of 2-mega pixel or above products increased to approximately 55.4% of the total shipment volume from approximately 36.9% for the corresponding period of last year. During the period under review, the Group has obtained mass production qualifications from Sharp and Nokia, whereby its handset lens sets successfully entered into the supply chain of Nokia and started bulk shipment since the second quarter of this year and has thereby become one of the handset lens set suppliers for Nokia. Furthermore, the Group also entered into a long term cooperative agreement with Samsung Electronics Corporation to establish a strategic partnership. After the execution of the above agreement, Samsung Electronics will provide the necessary technical support to the Group and will cooperate with the Group in areas such as lenses and lens assemblies for digital cameras (including DSLR cameras). The long term cooperation between both parties will further enhance the strengths of the Group in lens sets and module assemblies, which will add new impetus to the Group’s transformation and upgrade. Optoelectronic Products Benefiting from the rapid development of domestic branded smartphones and 3G handsets in the PRC, the domestic demand for handset lens sets increased, and thus the Group’s handset camera module business realized significant growth. Revenue from optoelectronic products business segment for the six months ended 30 June 2011 amounted to approximately RMB517.7 million, representing an increase of approximately 55.1% over the corresponding period of last year. This business segment accounted for approximately 47.0% of the Group’s revenue as compared with approximately 40.0% in the corresponding period of last year.