Annual Report 2023

Management Discussion and Analysis 管理層討論與分析 13 舜宇光學科技（集團）有限公司 • 2023 年報 在手機鏡頭業務方面，本集團於回顧年內 手機鏡頭的出貨量較去年下降約 1 . 8% 至約 1,170,845,000 件。二零二三年上半年，受宏 觀經濟增速放緩和全球智能手機市場需求疲軟 的影響，手機鏡頭需求大幅下降。面對嚴峻的 行業形勢，本集團快速行動，採取了各項積極 措施應對市場變化。第一，本集團持續貫徹落 實「開源」的產品策略，在與客戶高頻率互動的 過程中快速跟進客戶需求，在嚴峻的市場競爭 中連續四年保持了手機鏡頭出貨量全球第一的 位置。第二，本集團捕捉市場機遇，加大技術 投入，加快新產品的開發節奏，為多個智能手 機品牌廠商定制高端產品，並於回顧年內量產 了大像面可變光圈主攝手機鏡頭及雙群組內對 焦潛望式手機鏡頭。第三，本集團聯合客戶開 展多項工程改善課題，以優化生產流程中的各 項細節管控，獲得多個客戶的認可。 For the handset lens sets business, the shipment volume of handset lens sets of the Group decreased by approximately 1.8% to approximately 1,170,845,000 units during the year under review as compared to that of last year. Due to the impacts of the slower macroeconomic growth and the weak global demand of the smartphone market in the first half of 2023, the demand for handset lens sets declined significantly. In the face of the challenging industry situation, the Group acted quickly and adopted various proactive measures to respond to market changes. Firstly, the Group continuously implemented the product strategy of “expanding revenue sources” and rapidly followed up on customers’ demands in high- frequency interactions with customers, thus maintaining its position as the global No. 1 in terms of the shipment volume of handset lens sets for four consecutive years amidst severe industry competition. Secondly, the Group seized market opportunities, boosted technological inputs, and accelerated the development of new products. It has customized high-end products for various smartphone brand manufacturers, and the handset lens sets with large image size and variable apertures for main cameras and dual-group internal focusing periscope handset lens sets have achieved mass production during the year under review. Thirdly, the Group carried out various engineering improvement programs with customers to optimise detailed control in the production process, thus gaining recognition from many customers.