主攻手機鏡頭…大立光 退出車用市場
Date: 2019-07-17
News Type:
大立光決定退出布局逾五年的車用鏡頭市場。據了解,大立光已通知汽車鏡頭客戶,現有機種生產完後將不再延續,而推掉的客戶訂單之一即為電動車大廠特斯拉(Tesla)。大立光將集中資源,全力衝刺智慧手機鏡頭,明年擬推出逾一億畫素高階鏡頭,鞏固霸主地位。
針對車用鏡頭布局,大立光低調回應,目前重心放在手機鏡頭,車用鏡頭將不再放資源進去。
目前大立光在中國仍有東莞、蘇州兩座廠,但兩廠合計員工數不到千人,主要以玻璃鏡頭及後段檢測為主,東莞是玻璃鏡頭主要生產基地,台灣才是塑膠鏡頭生產及研發重鎮,員工數已七千人,一消一長,可以看出大立光兩岸布局的動態。
大立光執行長林恩平一度看好車用市場發展前景,不過,林恩平在去年十月法說會上,針對法人提問車用鏡頭發展時首度透露,「目前且戰且走,沒有一定的策略,不會太積極,因為有更重要的鏡頭發展中,主要仍為手機應用。」林恩平一席話,暗示對車用市場策略的轉向。
近年隨著大立光營收及產能規模不斷擴大,加上主力戰場的智慧手機規格快速升級,多鏡頭趨勢成形,良率挑戰大,消耗更多產能,去年內部重新檢討車用市場策略,決定壯士斷腕,將資源集中聚焦手機鏡頭發展。
據了解,目前大立光車用鏡頭營收占比僅個位數,對比年營業額五百億元規模的大立光而言,車用鏡頭的「投資報酬率」太低。(新聞來源:聯合報)
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