Interim Report 2022

07 舜宇光學科技（集團）有限公司 • 2022 中報 Management Discussion and Analysis 管理層討論與分析 Optoelectronic Products For the six months ended 30 June 2022, the revenue from the Optoelectronic Products business segment was approximately RMB12,370.9 million. This segment accounted for approximately 72.9% of the Group’s total revenue, as compared to approximately 77.2% in the corresponding period of last year. In terms of the handset camera modules business, the shipment volume of handset camera modules of the Group decreased by approximately 20.1% to approximately 288,682,000 units for the six months ended 30 June 2022 as compared to the corresponding period of last year. During the period under review, affected by multiple unfavorable factors such as the weak demand in the global smartphone market and downgrading specification and configuration of smartphone cameras, the shipment volume growth and the specification upgrade of handset camera modules of the Group faced greater challenges. By further strengthening the stickiness with domestic customers, the business expansion with overseas customers, and the ability to integrate products systematically, and improving production efficiency and reducing production costs, the Group continued to consolidate its leading edge in the market and enhanced its comprehensive competitiveness, thereby consolidating its global No. 1 position in terms of market share. At the same time, in order to further expand its competitive advantages, the Group increased the investment in technological R&D and continuously renovated the process technology. During the period under review, the Group has completed the R&D of the first internal focusing handset camera modules in the industry and the optical image stabilization (“ OIS ”) handset camera modules with tunable aperture. Meanwhile, the Group has commenced mass production of the ultra-large image size (1/1.12”) OIS handset camera modules. 光電產品 截至二零二二年六月三十日止六個月，光電產 品事業的收入約人民幣 12,370,900,000 元。該 事業佔本集團的總收入約 72.9% ，而在去年同 期則佔約 77.2% 。 在手機攝像模組業務方面，截至二零二二 年六月三十日止六個月，本集團的手機攝 像模組出貨量較去年同期下降約 20.1% 至約 288,682,000 件。於回顧期內，受全球智能手 機市場需求疲軟及智能手機攝像頭降規降配等 多重不利因素的影響，本集團手機攝像模組的 出貨量增長與規格升級面臨較大壓力。通過進 一步加強與國內客戶的黏性、加強與海外客戶 的業務拓展、強化產品系統化整合能力、提高 生產效率、降低生產成本等方法，本集團持續 鞏固了市場領先優勢，提高了綜合競爭實力， 進而穩固了市場份額全球第一的地位。同時， 為了進一步擴大競爭優勢，本集團加強技術研 發投入，持續革新工藝技術。於回顧期內，行 業內首款內對焦手機攝像模組及可調光圈光學 防抖（「 OIS 」）手機攝像模組完成研發。同時， 超大像面（ 1/1.12” ） OIS 手機攝像模組已實現量 產。