三鏡頭概念股 電力足 - 股票

By Isabella
at 2018-08-19T19:06
at 2018-08-19T19:06
Table of Contents
1.原文連結:
https://goo.gl/ikD1Ei
2.原文內容:
多鏡頭商機大爆發,摩根士丹利(大摩)預估,未來三鏡頭將成為蘋果與非蘋陣營手機標
準配備,帶動鏡頭模組需求大增,推升三鏡頭概念股起飛,大立光、玉晶光,及有軟硬板
技術的PCB廠華通、欣興等同步受惠。
大摩以「三鏡頭起飛」為題,預測鏡頭市場迎接高成長,是繼摩根大通、德意志、滙豐、
野村與元大投顧等內外資機構預測三鏡頭成智慧手機主流後,又一重量級機構看好三鏡頭
趨勢。
大摩預測,明年三鏡頭將生產2.6億個單位,較今年4,600萬個單位大增近五倍,加入3D感
測採用前置鏡頭,拉動整體鏡頭需求增15%。2020年時,除三鏡頭生產擴大到5億個單位,
3D感測估計使用6.6億顆前置鏡頭,推升整體需求持續成長12%。
雙鏡頭手機是華為P9自2016年率先推出,iPhone 7也採用後,帶動雙鏡頭手機滲透率開始
起飛。採用三鏡頭華為P20 Pro手機今年上半年問世,獲得市場好評;加上蘋果2019年採
用三鏡頭的可見度提高,等於宣告三鏡頭時代來臨。
積極推動三鏡頭手機的華為,下半年推出的Mate 20與Mate 20 Pro系列都繼續採用三鏡頭
,預期將掀起其他品牌手機跟隨風潮,產業滲透率可望在2019及2020年明顯提升。
手機鏡頭大戰開打,台廠今年營運可望添動能,鏡頭廠龍頭大立光看好多鏡頭需求量提升
,更指出產業三大升級,包括搭載三鏡頭、畫素提升到4,000萬、光圈上看F1.5。玉晶光
除搶攻蘋果新機,也積極開拓非蘋陣營訂單,陸續切入小米、華為等供應鏈,下半年營運
爆發可期。
其他供應鏈,光學鏡頭模組廠以大陸舜宇與歐菲光市占較高,立訊集團立景創新下半年將
銜接光寶科鏡頭模組業務搶占商機;尚立代理索尼的CMOS出貨量也將逐季走揚,重回營運
水準。同時,PCB軟硬板需求提升,華通、欣興等都將受惠。
3.心得/評論:
鏡頭模組PCB首選相互
產品佔比最高
去年下半年成功由虧轉盈
今年前七月累計營收年增62%
八、九、十月開始進入拉貨旺季
皆可望挑戰單月營收四億以上
上週五公司購買完成本次庫藏股600張
繼續維持百分之百執行率
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