|
此文章由 ayuanx 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 ayuanx 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 ayuanx 于 2017-5-8 11:29 编辑
thx1 发表于 2017-5-8 09:25 
你这爆大料了
我可不是瞎说,Huawei P9 P10 所谓的 Leica Branded Camera 实际上是国内的 Sunny Optical 生产的,挂名 Leica
On 10 February, Sunny Optical reported January shipment data: 1) Handset camera module increased 103.6% y-y and 8% m-m, driven by market share gain in China market (mainly dual camera for Huawei, Oppo/Vivo in our view). Jan-16 camera module number was a low-base, declined 12% y-y, due to product mix shift; 2) Handset lens grew 88.4% y-y or declined 14.2% m-m. Jan-16 lens number was also a low-base, flat growth yy, due to weak demand from its Korean customer; 3) Vehicle lens grew 17.6% y-y or 37.3% m-m.
We think Sunny achieving the strength in camera module reflects Sunny's leading market share in dual camera, especially in the high-end segment, mainly for Huawei Mate 9 and upcoming P10.
We forecast dual camera penetration in China market will increase from 4.9% in 2016E to 18.7% 2017E, benefiting Sunny in terms of: 1) tripling dual camera shipment, and 2) lifting camera module blended ASP by 19.7% y-y to RMB49.9.
This should drive Sunny to maintain 37% and 41% y-y growth in revenue and net profit.
|
|