Interim Report 2019

舜宇光學科技（集團）有限公司 2019 中期報告 3 Management Discussion and Analysis 管理層討論與分析 During the first half of 2019, the global smartphone shipment volume reached approximately 646,100,000 units (source: International Data Corporation (“ IDC ”)), representing a decrease of approximately 4.5% as compared with 676,300,000 units in the corresponding period of last year. To win favour from consumers in the saturated smartphone market, each smartphone brand manufacturer invested a lot of resources to upgrade the camera function of their smartphones, which boosted the rapid development of handset camera technologies, such as ultra-high pixel, large image size, large aperture, ultra-wide angle, long focal length, ultra-miniaturisation, multi-camera, time of flight (“ TOF ”), etc, in order to meet the requirements of optical zoom, infinity screen, 3D and other diversified user experiences. The continuous upgrade of handset camera specifications raised higher requirements for the suppliers of handset lens sets and handset camera modules in terms of R&D and manufacturing process. As a world-leading supplier of handset lens sets and handset camera modules, the Group benefited from its leading R&D technological advantages and the synergies brought by Optical Components and Optoelectronic Products business segments. With the development of intelligent driving, the improvement of consumers’ awareness of driving safety and the maturity of ADAS technology, the demand for vehicle cameras remained strong. Currently, the governments have gradually concurred with the view that intelligent driving technologies can improve traffic safety and have put efforts to increase the penetration rate of intelligent driving, especially in the field of active safety, by the way of encouraged and mandatory installation. For example, the National Highway Traffic Safety Administration of the United States of America (the “ USA ”) suggested that ADAS should be installed mandatorily in new vehicles in the USA by 2022. The European Union has agreed to reach a consensus to jointly sign the guidance documents on autonomous driving and incorporate exemption procedures for autonomous driving into new regulations. The Ministry of Land, Infrastructure, Transport and Tourism of Japan declared that it would take measures to promote the application of autonomous driving technology with an aim to achieve level 3 of autonomous driving for expressways by about 2020, implement driverless mobile services in designated areas by the end of 2020 and increase the adoption rate of automatic braking in new passenger vehicles to more than 90% by the end of 2020. 於二零一九年上半年，全球智能手機出貨量 達到約 646 , 100 , 000 部（來源：國際數據公司 （「 IDC 」）），較去年同期的 676,300,000 部下滑約 4.5% 。為了在持續飽和的智能手機市場獲得消費 者的青睞，各大智能手機品牌廠商均投入大量資 源，對手機的相機功能進行升級，帶動了手機攝 像頭技術的快速發展，如超高像素、大像面、大 光圈、超廣角、長焦、超小型化、多攝、飛行時 間（「 TOF 」）等，以滿足光學變焦、全面屏、 3D 及 其他日益豐富的用戶體驗要求。手機攝像頭規格 的不斷升級給手機鏡頭和手機攝像模組供應商提 出了在研發及制程方面更高的要求。作為全球領 先的手機鏡頭和手機攝像模組供應商，本集團因 領先的研發技術優勢及光學零件與光電產品事業 間的協同效應而受益。 隨著汽車駕駛智能化的發展，消費者對於行車安 全意識的提高以及 ADAS 技術的不斷成熟，車載 攝像頭的需求保持強勁。目前，各國政府逐漸認 同智能駕駛技術能夠提高交通安全的觀點，並通 過鼓勵安裝及強制要求等方式來提高智能駕駛尤 其是主動安全領域配置的滲透率。例如，美國 （「 美國 」）高速公路安全管理局建議：到二零二二 年美國新車需強制加裝 ADAS 。歐盟成員國達成 共識，共同簽定自動駕駛指導文件，並將自動駕 駛車輛的豁免程序納入新法規。日本國土交通省 則表示：希望通過各項措施推動自動駕駛技術的 應用，目標在二零二零年左右實現高速公路上第 三等級自動駕駛；二零二零年底前實現特定區域 的無人駕駛移動服務；二零二零年底前使得自動 剎車在新乘用車上的搭載率達到 90% 以上。