Looking forward to the 2019 mobile phone lens market, relying on benevolence, he will hold a very optimistic view of the mobile phone next year, glass plus plastic wide-angle lens is scheduled to start shipments in November this year, for the future has the opportunity to cut into the "fruit" manufacturers, relying on the benevolence optimistic evaluation of the "opportunity is very Rely on benevolence observation, mobile phone market change speed is quite fast, mobile phone using glass plus plastic lens, mainly corresponds to market demand, in response to mobile phone brand customers exist wide angle shooting, zoom demand, but also need to have large aperture, high resolution and other functions.
At this stage Matt has been working with about 2 mobile phone brand customers are developing a submarine-looking glass plus plastic lens lens, the possible shipping time is expected to fall in this November, its development of the wide-angle lens is expected to start shipping. Recently, the market is quite concerned about the development trend of mobile phone lenses, for industry rivals continue to optimistic about the prospects of other structural products, Lin Emping CEO of the recent analysis, he can not see the glass plus plastic lenses of the hybrid lens applied to the advantages of smart phones, of course, glass lenses used in the car market,
The outdoor market does have a degree of advantage, but in the case of smartphones, there are 1 lenses in the dive lens that move and are not sensitive to heat, and glass-and-plastic lenses are not as good for smartphones as they are for smart phones. In response to this, Rai Yiren today in the FA said the meeting, the Matt focus into the zoom lens, at present, the full plastic lens function is limited, can only do about 3 times times zoom, and the whole plastic lens with the lens painting element relatively low, there is a certain degree of defect, if you add Aspherical glass, you can break the full plastic lens limit,
To do the full plastic lens can not do the big aperture, high resolution, 5 times times zoom, such as specifications, due to this reason, the development of the light cell phone lens is very confident, looking forward to next year, mobile phone product prospects are very optimistic, which, in particular, the zoom lens is very promising, will become an important part of the future of Matt.
Looking forward to the second half of the operation performance, Rai Yiren pointed out that the 3rd quarter is the optical industry in the traditional season, in the peak season effect fermentation, the sub-light should also be able to create good results, the 3rd quarter performance is worth looking forward to, along with the continuous adjustment of Asia-light product portfolio, product portfolio improvement, the annual profit performance can be, there is a better chance
Corresponding to the unmanned store business opportunities, Matt has been working with the Japanese Research and Development Center, the two sides in cooperation in research and development, due to the need for laser and sensor equipment, this is the future of investment in Asia-light, efforts to develop One direction. Market concerns Matt supply car lens status, on the benevolence said, from 1 vehicles equipped with about 7 lenses to observe, Matt supply about 2 lenses, with production officially into orbit, more and more smooth, Matt also rain equitably. American electric car manufacturers of the Model S and Model X per month production of about 10,000, as for Model 3 about 400,000 orders can not be produced, making the first half of the market once tense, but the 2nd quarter has gradually changed, starting from June the trend of production has increased, from the past week about 5,000 units of standard,
Gradually warming to about 6,000 levels, the initial assessment of the end of this year has a chance to challenge about 9,000 units, has been gradually smooth.
For the U.S.-China trade war continues to heat up, relying on benevolence assessment, because the product is finished products, including digital cameras and sights, and production sites for the Philippines and Burma, the land plant is mainly responsible for module business, the trade war on matte impact is limited. In the 2nd quarter, the 2nd quarter of this year, with the improvement in product mix adjustment, was about NT $5.068 billion, and about 24% in the quarter; Gross margin of about 19.7%; The after-tax surplus is about $292 million and the quarterly increase is about 216%; Pure profit per share of about 1.04 yuan, write down the Asian light 3 quarter to record new highs, about 215% in the quarter, the annual increase of about 49%; The outside income of about $161 million, of which about $100 million came from the devaluation of the NT dollar and the renminbi, injected into the matte exchange earnings.
Mainly because of foreign exchange revenue plus pull high gross margin success, so that the first half of the year, the pure benefit of about 1.37 yuan, the annual increase of about 69%.
Matt this year to expand car, medical and other business success, in niche business products have good results, making this year's upper half of the revenue compared with the same period last year, increased by about 2%. Product structure, injection of Matt this year's campaign can be a product line of the car lens, sweeping robot laser ranging module, medical equipment, sights and other product lines. Because Matt obtained the US electric vehicle brand customer's car lens order to add the blessing, plus the millet sweeping robot with laser ranging module ODM order kinetic energy continues to heat up, driving the 2nd quarter of this year, the off-season is not light, 2nd quarter revenue than the 1th quarter of the higher level, with the second half of the season to enter the industry, operating performance has the opportunity to better than the first half
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