Interim Report 2014

Sunny Optical Technology (Group) Company Limited Interim Report 2014 p2 Management Discussion and Analysis 管理層討論與分析 業務回顧 回顧二零一四年上半年，受全球經濟緩慢復甦及 歐美地區尚未完全走出經濟危機陰霾的影響，中 國經濟增幅繼續放緩。雖然智能手機市場仍然保 持繼續增長的態勢，但增速已經明顯放緩。而國 內智能手機品牌除了緊緊抓住移動互聯網發展的 重要契機繼續深耕國內市場外，同時也佈局全 球，積極滲透至海外市場，市場份額連續攀升， 成為帶動全球智能手機市場及其相關行業發展的 重要引擎。另一方面，從六月份開始，隨着我國 電信行業將納入營業稅改徵增值稅範圍及三大運 營商逐步減少甚至取消對 2G/3G 手機補貼的行業 背景下，智能手機市場的競爭格局不可避免地發 生改變，傳統的開放渠道和新興的電商模式將迎 來新的發展契機。同時，受惠於中國 4G 牌照的進 一步發放，已有部分國內智能手機品牌廠商搶先 佈局 4G 市場。面對行業的瞬息萬變，本集團快速 反應，積極應對，加上對有效資源的整合，各項 業務取得穩健發展。 於 二 零 一 四 年 上 半 年， 全 球 智 能 手 機 出 貨 量 達 到 576,800,000 部（來 源： 國 際 數 據 公 司（「 IDC 」））， 中 國 智 能 手 機 市 場 出 貨 量 為 203,100,000 部（來源：易觀國際集團）。二零一 四年三月三十一日，美國國家公路交通安全局出 台新規定，要求二零一八年五月一日以後生產的 所有輕型車輛必須安裝倒車後視攝像頭，以提高 倒車安全性。 於回顧期內，本集團繼續加速推進轉型升級戰 略，持續加強對新產品和新技術的投入，並對有 效資源進行積極整合，提升自身綜合競爭力， 在繼續夯實國內市場領先地位的同時，積極提 升國際市場的開拓能力。於回顧期內，本集團 BUSINESS REVIEW Looking back on the first half of 2014, affected by the slow global economy recovery and the fact that the European and American areas have not yet stepped out of the shadow of the economic crisis, the pace of China’s economic growth remained slow. The smartphone market maintained a continuing but notably slowing growth. By seizing the favorable opportunities arising from the development of mobile internet, domestic smartphone makers explored and actively penetrated into the overseas markets while persistently cultivated the domestic market, and have thereby gained larger market share, becoming an important impetus in driving the development of the global smartphone market and its related industries. On the other hand, against the industry background that the telecom industry in China has fallen within the scope of the value-added tax (“ VAT ”) reform pilot program since June and the three largest telecom operators were gradually reducing or eventually eliminated the subsidies for 2G/3G handsets, the landscape of competition in the smartphone market will inevitably be subject to changes, and the traditional open channels and the emerging e-commerce business model are going to embrace new development opportunities. Meanwhile, benefited from the further issuance of 4G licenses in China, some domestic smartphone makers have proactively started their market deployment in 4G market. The Group also acted swiftly and proactively in response to the ever evolving industry, and, with an efficient consolidation of its effective resources, achieved stable development in various business sectors. During the first half of 2014, the global smartphone shipment volume reached 576.8 million units (data from International Data Corporation (“ IDC ”)), while the smartphone shipment volume in China amounted to 203.1 million units (data from Analysis International Group). On 31 March 2014, the U.S. National Highway Traffic Safety Administration published new rules to require that all light vehicles produced after 1 May 2018 have to be equipped with rear cameras to increase security when in reverse. During the period under review, the Group continued to accelerate the implementing of its development strategies of “Speeding Up the Implementation of Transformation and Upgrade”, to increase its investment in new products and new technologies and to actively consolidate its effective resources, so as to strengthen its