Interim Report 2024

Management Discussion and Analysis 管理層討論與分析 05 舜宇光學科技（集團）有限公司 • 2024 中報 Benefiting from the gradual recovery of global macro-economy, the demand of smartphone market was recovering. The global shipment volume of smartphones in the first half of 2024 was approximately 574,800,000 units, representing an increase of approximately 7.1% compared to the same period of last year (data source: International Data Corporation). The development of the smartphone industry was becoming more polarized, and high-end smartphones were favored by more consumers, which has led to the value improvement of entire industrial chain. The integration of AI made smartphones more intelligent and personalized, starting to lead new demand for smartphone replacement. Major smartphone brand manufacturers adhered to scientific and technological innovation, constantly explored the application boundaries of image as well as perception and interaction, and boosted the diversified upgrading of cameras, which brought more development opportunities for the camera industry chain. As affected by the “Action Plan for Promoting Large-scale Equipment Upgrades and Consumer Goods Trade-ins” in China, the projects of optical microscopic instruments in the field of education and scientific research were required to be reapplied in the first half of 2024, resulting in a delay in project implementation. However, in terms of long-term development, this policy is a significant initiative for high- quality development, which will promote long-term demand for optical microscopic instruments. BUSINESS REVIEW The business review of the Group for the six months ended 30 June 2024 shall be presented in the following three business segments, namely Optical Components, Optoelectronic Products and Optical Instruments. 受益於全球宏觀經濟的逐步復甦，智能手機市 場需求也有所回暖。二零二四年上半年全球智 能手機出貨量約 574,800,000 部，較去年同期 上升約 7.1% （數據來源：國際數據公司）。智 能手機行業發展愈加分化，其中高端手機獲得 更多消費者青睞，帶動了整個產業鏈的價值 提升。而 AI 的加持使得智能手機更加智能化和 個性化，開始引領了新的換機需求。各大智能 手機品牌廠商堅持科技創新，不斷探究影像、 感知交互的應用邊界，助推攝像頭升級的多元 化，為攝像頭產業鏈帶來了更多的發展機會。 受中國《推動大規模設備更新和消費品以舊換 新行動方案》的影響，二零二四年上半年光學 顯微儀器在教學及科研領域的項目需重新進行 申報，項目落地時間延遲，但從長遠發展來 看，該政策是推動高質量發展的重要舉措，對 光學顯微儀器的長期需求有促進作用。 業務回顧 本集團截至二零二四年六月三十日止六個月的 業務回顧會以三個事業單元進行展示，分別為 光學零件、光電產品及光學儀器。