Annual Report 2023
Management Discussion and Analysis 管理層討論與分析 41 舜宇光學科技(集團)有限公司 • 2023 年報 • 加強手機相關業務單元的聯合作戰能 力,提升產品銷售的附加值,力求本 集團在行業領先優勢上具備高含金量。 2. 在汽車、 XR 及機器人視覺相關業 務上營造競爭力,著重提升市場地 位 • 在研發、工藝技術、品質、成本及關 鍵零部件等各個環節挖掘潛力,擴大 車載鏡頭的競爭優勢; • 提升車載模組的技術能力,完善精細 化管理能力及品質管理能力,積極拓 展海內外的目標大客戶,進一步提升 市場份額;及 • 致力於 XR 及機器人視覺領域關鍵性 技術的突破及製造工藝要素的開發, 同時強化本集團各業務單元的資源整 合,搶抓市場先機。 3. 在資本性投資方面加強管理,提高 投入產出效率,側重優化經營效益 • 對於成熟業務的產能投資,本集團需 結合訂單狀況和市場趨勢進行配置, 防止因產能過剩而導致運營成本增 加;及 • 對於新興業務的設備投資,因產品尚 未成形,工藝技術路線也尚未明確, 本集團將以滿足試產為前提,力求最 低投資量以控制投資風險。 • Deepening the joint cooperation capability of smartphone related businesses and enhancing added value to products in pursuit of high-quality leading industry advantages. 2. Build competitiveness in the fields of vehicles, XR and robotic vision and focusing on improving market position • Exploring potential in various aspects such as research and development, process technology, quality, cost and key components to expand the competitive advantage of vehicle lens sets; • Enhancing the technical capabilities of vehicle modules, improving refined management and quality management capabilities, actively expanding target customers at home and abroad, and further increasing market share; and • Be i ng comm i t t ed t o ma k i ng b r e a k t h r ough s i n k e y technologies in the field of XR and robotic vision, as well as the development of manufacturing process elements, while strengthening resource integration among various business units of the Group to seize market opportunities. 3. Strengthen management in capital investment, improve input-output efficiency and focus on optimizing operational efficiency • In terms of capacity investment in mature businesses, the Group needs to allocate resources on the basis of order conditions and market trends to prevent rising in operating costs due to overcapacity; and • In terms of equipment investment in emerging businesses, as the products have not yet finished and the process technology route is not yet clear, the Group will strive for controlling investment risks with minimum investment based on meeting trial production requirements.
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