Interim Report 2018

Management Discussion and Analysis 管理層討論與分析 舜宇光學科技（集團）有限公司 2018 中期報告 3 於二零一八年上半年，全球智能手機出貨量 達 到 約 676,300,000 部（來 源： 國 際 數 據 公 司 （「 IDC 」））。因全球智能手機市場處於穩步增長 期，消費者的換機需求主要源於對更優產品品質 和更佳產品性能的訴求。因此，各大智能手機品 牌廠商紛紛以對攝像頭升級為搶佔市埸的關鍵， 他們除了延續對像素升級的追求以外，並搭配更 為複雜的新規格，如大光圈、廣角、超薄、雙 攝、光學變焦、生物識別、小型化等來滿足消費 者的需求。同時，在雙攝成為高端智能手機標配 的同時，三攝像頭趨勢也開始顯現，智能手機搭 載攝像頭的數量增加，再加上規格的升級換代， 驅動了行業的成長，同時也對各大手機鏡頭及手 機攝像模組製造商提出更高的技術要求。作為全 球領先的手機鏡頭和手機攝像模組供應商，本集 團將憑借強大的自主創新能力、良好的產業整合 及 規模優勢而受益。 基於高端車輛智能化程度的提升以及相關法律法 規的推動，車載鏡頭的需求仍然處於高速成長 期，其滲透率和搭載率也得到進一步提升。一方 面，全球除了美國、歐洲和日本已推出相關的法 律法規外，中國政府也加快了對自動駕駛相關 政策的落實。在二零一八年版本的新車評價標準 （「 NCAP 」）中，中國首次列入多項主動安全需 求的評價指標。與此同時，我國車聯網環境已初 步形成，且市場潛力巨大。隨著 ADAS 滲透率的 提高，車載攝像頭的市場將逐步由僅面向高端車 型向中低端車型延伸，加上未來半自動和全自動 駕駛時代的到來，消費者對於車載成像和感知系 統的依賴程度將進一步加大，車載鏡頭在每輛車 上的搭載顆數不斷增加，規格也將日益複雜。目 前，本集團車載鏡頭的全球市場份額穩居第一， 相信未來定將繼續受惠於車載攝像頭行業的蓬勃 發展，並進一步提升市場份額。 During the first half of 2018, the global smartphone shipment volume reached approximately 676.3 million units (source: International Data Corporation (“ IDC ”)). As the global smartphone market was in the steady growth period, consumers’ demand for purchasing new phones mainly come from appeals to superior product quality and better product performance. Therefore, all the major smartphone manufacturers started to focus on the upgrade of cameras, which was the key to seize the market. In addition to pixel migration, more complicated new specifications such as large aperture, wide angle, ultra-thin, dual-camera, optical zoom, biometric identification, and miniaturization are also provided by smartphone manufacturers to meet customers’ demands. In the meantime, while dual-camera has become a standard configuration for high-end smartphones, the trend of triple-camera is emerging. The increase in the number of cameras carried by smartphones and the upgrade and update of specification have driven the growth of the industry, which will also put forward higher technical requirements for major handset lens set and handset camera module manufacturers. The Group, as a global leading supplier of handset lens sets and handset camera modules, will benefit from its strong capability of independent innovation, sound industrial integration and scale advantages. Owing to the upgrade of intelligent high-end vehicles and driven by relevant laws and regulations, the demand for vehicle lens sets was still in the period of high-speed growth, and its penetration rate and adoption rate have also been further increased. On the one hand, not only have the United States, Europe and Japan introduced relevant laws and regulations, the PRC government has also accelerated the implementation of related policies on autonomous driving. In the 2018 New Car Assessment Programme (“ NCAP ”), China included for the first time multiple evaluation indicators of active safety needs. At the same time, the environment of China’s internet of vehicles has gradually been formed with tremendous market potential. With the increase in the penetration rate of ADAS, the market of vehicle cameras will gradually be extended to mid- to low-end vehicle models from purely for high-end vehicle models. Coupled with the coming of the era of semi-autonomous and fully autonomous driving, consumers will become more dependent on vehicle imaging and sensing systems, and the number of cameras installed on each vehicle will continue to increase and the specifications will become more complicated. At present, the Group steadily occupies the first place in the global market share of vehicle lens sets. It is believed that the Group will continue to benefit from the booming development of vehicle camera industry and further increase its market share.