Interim Report 2020

舜宇光學科技（集團）有限公司 • 2020 中報 09 Management Discussion and Analysis 管理層討論與分析 Optoelectronic Products For the six months ended 30 June 2020, the revenue from the Optoelectronic Products business segment was approximately RMB14,873.8 million, representing an increase of approximately 27.3% compared to the corresponding period of last year. This segment accounted for approximately 78.8% of the Group’s total revenue, compared to approximately 75.0% in the corresponding period of last year. In terms of the handset camera modules business, the Group leveraged on its market-driven technological innovation to invest resources in the R&D of new products and process innovation, optimize its internal manufacturing system and management processes, improve production efficiency and yield rate, and fully cooperate with mainstream smartphone brand manufacturers, further leveraging and consolidating its leading position in the optoelectronic industry. For the six months ended 30 June 2020, the shipment volume of handset camera modules of the Group was approximately 268,632,000 units, representing an increase of approximately 24.9% compared to the corresponding period of last year, with the periscope modules and large image size (image size is 1/1.7 〞 and above) modules accounting for approximately 12.0% of the shipment volume. The Group has completed the R&D of a number of high-specification handset camera modules, including ultra-large aperture (FNo.1.27) handset camera modules. At the same time, the Group’s 100-mega pixel handset camera modules with large image size, 10-time optical zoom handset camera modules and 3 cm professional macro shooting handset camera modules have achieved mass production. In addition, in order to meet the needs of smartphone manufacturers for infinity-screen, the Group has completed the R&D of under-screen optical fingerprint recognition modules. The Group has also made further breakthroughs in core packaging technology and has completed the R&D of handset camera modules using the second-generation of molding on board and second-generation of molding on chip solutions, which can reduce the thickness of handset camera modules, improve heat dissipation and enhance reliability. 光電產品 截至二零二零年六月三十日止六個月，光電產 品事業的收入約人民幣 14,873,800,000 元，較 去年同期增長約 27.3% 。該事業佔本集團的總 收入約 78.8% ，而在去年同期則佔約 75.0% 。 在手機攝像模組業務方面，本集團憑藉市場驅 動的技術創新，為新產品研發及工藝創新投入 資源，優化內部製造體系及管理流程，提升生 產效率及良率，與主流智能手機品牌廠商展開 全面合作，進一步發揮並鞏固自身在光電行業 中的領先地位。截至二零二零年六月三十日止 六個月，本集團手機攝像模組的出貨量約為 268,632,000 件，較去年同期上升約 24.9% ， 潛望模組及大像面（芯片面在 1/1.7 〞及以上）模 組佔出貨量的比例約 12.0% 。本集團已完成多 款高規格手機攝像模組的研發，其中包括超大 光圈 (FNo.1.27) 手機攝像模組。同時，本集團 的一億像素大像面手機攝像模組、 10 倍光學變 焦手機攝像模組及 3cm 專業微距手機攝像模組 已實現量產。此外，為配合智能手機廠商對全 面屏的需求，本集團已完成屏下光學指紋識別 模組的研發。 本集團在核心封裝工藝上也取得了進一步突 破，已完成應用第二代板級模塑封裝和第二代 芯片級模塑封裝方案的手機攝像模組的研發， 該等方案可以降低手機攝像模組的厚度，並提 升散熱性及增強可靠性。