[新聞] 凱基投顧再度唱旺玉晶光(3406),預估iPho
1.原文連結(超過一行或過長必須縮網址):https://goo.gl/g4hPMW
2.原文內容:
【財訊快報/劉家熙報導】凱基投顧再度針對玉晶光(3406)發出新的研究報告,分析師郭
明錤指出,iPhone鏡頭因設計難度降低,加上模具開發與組裝能力顯著改善,相信玉晶光
第一季中期已順利通過新iPhone廣角6P鏡頭品質驗證,並提早出貨可確保10-20%廣角6P鏡
頭供貨比重。
玉晶光融券最後回補日為4月21日,目前融券餘額仍達6,020張。郭明錤指出,因大立
光(3008)6P鏡頭專利完備,故若玉晶光欲迴避專利會面臨設計難度提升與品質驗證時程延
後,但相信經具有強大議價力的Apple協調後,在符合某種商業模式下 (如授權費用),玉
晶光下半年新款iPhone廣角6P鏡頭時可不用迴避大立光專利。另一方面,設計難度降低,
加上模具開發與組裝能力顯著改善,相信玉晶光在已順利通過新iPhone廣角6P鏡頭品質驗
證,亦較往年提早6-9個月。
凱基指出,玉晶光6P鏡頭出貨比重極低的主因,估計約1-3%,今年因玉晶光通過新款
iPhone廣角6P鏡頭的品質驗證,故預期最慢可望在6-7月開始大量出貨,可確保供貨比重
。預期玉晶光的下半年新款iPhone廣角6P鏡頭供應比重約10-20%。此外,因有充裕的時間
改善良率,在良率50%便可損益兩平下 ,依目前樣品良率已達約40%,預計6P鏡頭今年將
顯著貢獻玉晶光獲利。
3.心得/評論(必需填寫滿20字):
他是壓很多是不是
一個禮拜出兩個報告
"在良率50%便可損益兩平下 ,依目前樣品良率已達約40%"
這句話不就是廢話嗎
那不就是代表以現在做出來樣品良率還是不夠
不過財報8月才出
到最後毛利率又被打回原形也炒完了
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