Interim Report 2015

Management Discussion and Analysis 管理層討論與分析 3 舜宇光學科技（集團）有限公司 2015 中期報告 車載成像領域發展勢頭迅猛。一方面，美國國家 公路交通安全局（「 NHTSA 」）進一步推動所公佈 的關於二零一八年五月以後所有輕型車輛必須安 裝至少一顆倒車後視攝像頭的法律法規的實施， 以及歐洲新車安全評鑒協會（「歐洲新車安全評鑒 協會」）將「緊急自動制動 (AEB) 」和「車道主動保 持系統 (LDW) 」納入五星安全標準評價體系；另 一方面，市場對高級輔助駕駛系統（「 ADAS 」）的 需求增長強勁，以致每輛新車所配備的攝像頭數 量不斷增加，規格亦更加複雜。本集團作為全球 為數不多的能提供高品質及多規格的車載鏡頭的 廠商之一，繼續受惠於車載攝像頭行業的加速成 長。目前，本集團車載鏡頭的市場份額已經處於 全球第一的位置，且市場份額進一步擴大，發展 勢頭良好。 光學儀器市場方面，受到全球經濟復甦緩慢的影 響，工業市場需求不振，特別是歐美客戶的訂單 下降較多。但本集團也注意到，中國政府在「十 二‧五規劃」中大幅增加對醫療、教育、環保、 食品安全等領域的公共支出。此外，隨著中國製 造業轉型升級，儀器視覺及生產自動化所需的相 關機器設備市場需求增加。由此可見，中高端的 光學測量儀器及分析儀器在國內市場的發展前景 明朗，本集團的光學儀器事業將因此受惠。 The vehicle imaging field has been growing rapidly with strong momentum. On the one hand, U.S. National Highway Traffic Safety Administration (“NHTSA”) has promulgated new rules to require all light vehicles produced after May 2018 to be equipped with at least one rear-view camera, and European New Car Assessment Programme (“NCAP”) has incorporated “Autonomous Emergency Braking (AEB)” and “Lane Departure Warning (LDW)” into the five- star safety standard rating systems. On the other hand, the market demand for advanced driver assistance systems (“ADAS”) has grown significantly. As a result, the number of cameras installed in a new vehicle will increase continuously, and their specifications will be more complicated. The Group as one of the few producers which can provide high-quality and multi-specification vehicle lens sets worldwide continued to benefit from the rapid growth of vehicle cameras industry. Currently, the Group has the largest market share in the global vehicle lens sets market, and such market share was further expanded with good development momentum. For optical instruments market, affected by the slow recovery of the global economy, demand in the industrial market remained sluggish. In particular, orders from European and American customers recorded a significant decline. But the Group also noted that the PRC government had substantially increased its public expenditures in areas like health care, education, environmental protection and food safety according to the “12 th Five-Year Plan”. Moreover, the transformation and upgrade of the manufacturing industry in China has driven greater market demand for instruments and equipment required in machine vision and automatic production. This shows that the mid- to high-end optical measuring instruments and analytical instruments have bright prospects in domestic market and the Group’s Optical Instruments business segment will benefit therefrom.