Interim Report 2021

舜宇光學科技（集團）有限公司 • 2021 中報 05 Management Discussion and Analysis 管理層討論與分析 In the smartphone market, as the global economy gradually recovered from the COVID-19, consumers’ demand for smartphone also pick up. According to the latest report issued by Techno Systems Research Co., Ltd. (“ TSR ”), a market survey agency, the global shipment volume of smartphone of 2021 was estimated approximately 1,345,300,000 units, representing an increase of approximately 5.8% compared to that of the corresponding period of last year. The smartphone market landscape experienced a dramatic change. Smartphone brand manufacturers were looking for cameras with differentiated performance in taking pictures and shooting videos to capture market shares and enhance market competitiveness. As such, smartphone cameras with higher specifications were further applied in mid- and low-end models. In the long run, the specifications of smartphone cameras will continue to upgrade in various aspects, such as ultra- high resolution, ultra-large image size, ultra-miniaturization, ultra-wide angle, optical image stabilization (“ OIS ”), high time optical zoom and continuous zoom. With extensive experience and leading technological advantages in the optical field, the Group continued to deepen the cooperation with mainstream smartphone brand manufacturers and continued to invest more resources in technological R&D to optimize the process of production lines, improve production efficiency, reduce production costs and enhance customer stickiness, further boost comprehensive competitiveness, consolidate and expand its market leading advantages, thus continuously increasing its market share. In the first half of 2021, benefited from consumers’ increasing desire to buy a car and the booming development of new energy vehicles in the post-COVID-19 era, the global automobile market was steadily recovering. However, due to the tight supply of auto chips, some vehicle manufacturers were forced to cut production or even suspended production, which, to a certain extent, held down the sales growth of the global automobile market. It was gratifying that the development of autonomous driving and the rise of new power in automaking drove the growth of the demand for vehicle cameras and other vehicle optical components. According to the report issued by TSR, the number of global vehicle cameras in 2021 was estimated to increase by approximately 10.2% compared to that of 2020. As the electrified, connected, intelligent and shared development of vehicles represented the mega trend, the demand for advanced driver assistance systems (“ ADAS ”) and autonomous driving was further promoted, and vehicle cameras in a car, whether in terms of numbers or specifications, were increasingly upgraded. In light of the above, the demand for the application of light detection and ranging (“ LiDAR ”), smart headlamp, head-up display (“ HUD ”) and other relevant products significantly increased. 在智能手機市場，隨著全球經濟從 COVID-19 中逐漸恢復，消費者對智能手機的需求也開 始回升。根據市場調研機構 Techno Systems Research Co., Ltd. （「 TSR 」）最新發佈的報告 顯示，二零二一年全球智能手機的出貨量預計 約為 1,345,300,000 部，較去年增長約 5.8% 。 智能手機市場格局發生重大變化，各大智能手 機品牌廠商積極謀求拍照和視頻性能差異化以 搶佔市場份額、提高市場競爭力，較高規格的 手機攝像頭進一步下沉到中低端機型。長遠來 看，手機攝像頭規格升級會繼續朝著超高像 素、超大像面、超小型化、超廣角、光學防 抖（「 OIS 」）、高倍率光學變焦及連續變焦等多 個方向發展。憑藉在光學行業的深厚積累以及 領先的技術水平，本集團繼續深化與主流智能 手機品牌廠商的合作，持續投入技術研發，不 斷優化產線流程，提高生產效率，降低生產成 本，增強客戶黏性，進一步提升綜合競爭力， 持續鞏固並擴大市場領先優勢，市場份額得以 持續提升。 二零二一年上半年，受益於後疫情時代消費者 購車意願的提高及新能源汽車的蓬勃發展，全 球汽車市場正在穩步復甦。然而，汽車芯片的 供應緊張使得部分汽車製造商被迫減產甚至中 斷生產，一定程度上壓制了全球汽車市場的銷 量增長。但可喜的是，自動駕駛的發展與造車 新勢力的崛起不斷推動車載攝像頭及其他車載 光學器件需求的增長。根據 TSR 發佈的報告顯 示，二零二一年全球車載攝像頭的數量預計將 較二零二零年增長約 10.2% 。汽車電動化、網 聯化、智能化及共享化發展成為大勢所趨，高 級駕駛輔助系統（「 ADAS 」）、自動駕駛系統的 需求進一步提升，單車的車載攝像頭無論是搭 載數量或是攝像頭規格均日益旺盛。有鑒於 此，激光探測和測距（「 激光雷達 」）、智能車燈 及擡頭顯示（「 HUD 」）等相關產品的應用需求明 顯增加。