Annual Report 2019

舜宇光學科技（集團）有限公司 • 2019 年報 07 Chairman’s Statement 主席報告 BUSINESS REVIEW Looking back at 2019, the global economic growth continued to slow down with intensifying trade tensions. The global trade fell into a weak state. In particular, the volatile Sino-US trade dispute further led to the sluggish momentum of economic growth in the People’s Republic of China (the “ PRC ” or “ China ”), but the overall economy of the PRC showed a steady trend. For the smartphone industry, competition among different brands remained fierce with the continued market saturation, and overall sales volume momentum was sluggish. According to the report issued by Canalys, a market analyst firm, the shipment volume of smartphones for 2019 reached approximately 368.6 million units in China mainland market, representing a decrease of approximately 6.8% compared to that of 2018. Nevertheless, by seizing the opportunity of technology upgrade, several domestic top smartphone brand manufacturers increased the number of cameras adopted per smartphone and expanded their application scenarios to improve the consumer experiences in taking pictures, videos and 3D sensing, thereby stimulating consumers’ demand for replacement. Besides, 5G technologies become increasingly mature and the promotion of their commercialisation is gradually expanded, which provides more possibilities for the innovation of cameras’ specifications. The sales volume of automobiles in the global market in 2019 recorded a slight decrease with a flat overall performance. However, what cannot be ignored is that under the trend of “New Four Modernizations” represented by electrification, intelligence, connection and sharing, further technological development of autonomous driving and Internet of Vehicles will bring profound changes to the driving experience and promote the continuous upgrade of cars. On one hand, various intelligent operating systems are gradually penetrating from high-end car models to mid-end car models. Consumers proactively add various intelligent safety devices to their cars, so as to improve their driving experiences. On the other hand, the governments of various countries have also adopted legislative enforcement measures to improve road traffic safety. At present, driven by factors such as policy, cross-boundary competition of Internet and consumers’ demand, the advanced driver assistance systems (“ ADAS ”) continue to rapidly increase the penetration rate and become one of the fastest-growing sectors in the automotive electronics market. The vehicle cameras, as one category of the important components of vehicle imaging and sensing systems, will maintain a rapid growth in the coming years. 業務回顧 回顧二零一九年，全球經濟增速持續放緩，貿 易緊張局勢加劇，全球貿易陷入疲軟狀態，特 別是中美貿易摩擦反復不斷，進一步滯緩了中 華人民共和國（「 中國 」）經濟增長的動能，但 中國經濟總體呈現平穩的態勢。對於智能手機 行業而言，隨著市場的持續飽和，不同品牌間 的競爭仍然激烈，整體銷量勢頭低迷。根據市 場調研機構 Canalys 發佈的報告，二零一九年 中國大陸市場智能手機出貨量約 368,600,000 部，較二零一八年下降約 6.8% 。然而，中國 前幾大智能手機品牌廠商抓住技術升級機遇， 通過增加每部智能手機的攝像頭搭載數量並拓 寬其應用場景，來完善消費者在拍照、攝像及 3D 感應方面的體驗，以此激發消費者的換機 需求。此外， 5G 技術也日益成熟，相關商業 化的推廣已逐步鋪開，為攝像頭的規格創新提 供更多的可能。 二零一九年的全球汽車市場銷量輕微下滑，總 體表現平緩。但不可忽視的是，在以電動化、 智能化、網聯化和共享化為代表的「新四化」 趨勢下，無人駕駛以及車聯網技術的進一步發 展將給駕乘體驗帶來深刻變革，並推動汽車的 不斷更新換代。一方面，各種智能化操控系統 正在逐漸從高端車型向中端車型普及，消費者 主動添置各種智能安全配置以提高駕駛體驗； 另一方面，多國政府亦採用立法強制手段，以 改善道路交通安全。目前，在政策、互聯網跨 界競爭和消費者需求等因素的驅動下，高級駕 駛輔助系統（「 ADAS 」）的滲透率繼續快速提 升，並成為汽車電子市場增長最快的領域之 一。車載攝像頭作為車載成像和傳感系統的重 要零部件之一，未來幾年仍將保持快速增長。