Interim Report 2016

舜宇光學科技（集團）有限公司 2016 中期報告 3 Management Discussion and Analysis 管理層討論與分析 於 二 零 一 六 年 上 半 年， 全 球 智 能 手 機 出 貨 量 達 到 678,200,000 部（來 源： 國 際 數 據 公 司（「 IDC 」））， 中 國 智 能 手 機 市 場 出 貨 量 為 241,600,000 部（來 源： IDC ）。 因 行 業 增 速 放 緩，手機廠商在性能、審美和差異化三個方面展 開激烈競爭。攝像頭作為對接客戶真實需求的重 要載體，成為各大品牌廠商加大資源投入，以體 現產品高科技及高品質的關鍵器件。因此，攝像 頭的規格除了像素進一步提升外，超薄、廣角、 大光圈、光學防抖（「 OIS 」）、相位檢測自動對焦 （「 PDAF 」）及雙鏡頭等各種更為複雜的規格要求 備受推崇。作為國內領先的手機鏡頭和手機照相 模組供應商，本集團因此受惠。 車載成像領域發展勢頭保持迅猛。一方面，美國 國家公路交通安全局（「 NHTSA 」）以及歐洲新車 安全評鑒協會（「 E-NCAP 」）繼續推動相關法規和 評價體系的落實；另一方面， NHTSA 和美國公路 安全保險協會（「 IIHS 」）聯合公佈， 20 家車廠（代 表美國 99% 以上的汽車市場）承諾將於二零二二 年九月一日前在所有新車中安裝自動緊急剎車系 統，並以此作為一項標準配置。日本國土交通省 初步決定從今年六月起允許以攝像頭和顯示屏替 代反光鏡的「無反光鏡汽車」上路行駛。此外，隨 著高級輔助駕駛系統（「 ADAS 」）的應用場景不斷 拓展以及自動駕駛技術的發展方向日趨明朗，每 輛新車所配備的攝像頭數量正明顯增加，同時， 規格亦變得更為複雜多樣。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廠商之 一，繼續受惠於車載攝像頭行業的快速成長，增 長迅速。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。 During the first half of 2016, the global smartphone shipment volume reached 678.2 million units (source: International Data Corporation (“ IDC ”)), while the smartphone shipment volume in China amounted to 241.6 million units (source: IDC ). As a result of decelerated growth in the industry, smartphone manufacturers competed fiercely in performance, aesthetics and distinguished features of their products. Cameras, as an important means to meet customers’ actual needs, have become a key device for various brands to increase their investment so as to showcase the hi-tech and high quality of their products. Therefore, in addition to further improvement in picture quality, other more complicated camera specifications such as ultra- thin, wide angle, large aperture, optical image stabilization (“ OIS ”), phase detection auto focus (“ PDAF ”) and dual-camera are also well accepted. The Group, as a leading supplier of handset lens sets and handset camera modules, will definitely benefit from such development. The vehicle imaging field has been growing rapidly with strong momentum. On the one hand, U.S. National Highway Traffic Safety Administration (“ NHTSA ”) and European New Car Assessment Programme (“ E-NCAP ”) continued to push forward the implementation of the relevant regulation and assessment system. On the other hand, NHTSA and the Insurance Institute for Highway Safety (“ IIHS ”) jointly announced a commitment by 20 automakers representing more than 99 percent of the U.S. auto market to make automatic emergency braking a standard feature on virtually all new cars no later than 1 st September 2022. The Ministry of Land, Infrastructure, Transport and Tourism of Japan has preliminarily decided that the “mirrorless vehicles” with their mirrors replaced by cameras and screens will be permitted on road from this June. In addition, owing to the expanding application sites for the advanced driver assistance systems (“ ADAS ”) and the clearer development pattern of autopilot technology, the number of cameras installed in a new vehicle will continue to increase, and their specifications will become more complicated and diverse. 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 the vehicle cameras industry and has expanded at speed. Currently, the Group has enjoyed the largest market share in the global vehicle lens sets market, and such market share has been expanded further.