【獨家點評】疫情下：大立光高階鏡頭4月份出貨量下滑；中高階手機受到首波衝擊
Date: 2020-05-29
News Type:
疫情干擾，大立光高階鏡頭4月份出貨量下滑，在5、6月份亦不樂觀的狀況下，不利於第二季的產品結構與毛利率表現，同時亦反應出中高階手機為首波受到衝擊的產品。
影響分析
大立光為臺灣智慧型手機鏡頭代表性廠商，全球市占率排名第一，由於專注于中高階鏡頭，其財務表現一直被認為是中高階手機市場銷售的縮影，根據最新出爐的數位，4月份合併營收為新臺幣 46.8 億元，較3月份下滑 14%，該公司所釋出的訊息亦表示5月份需求將持續下滑，第二季是否落入季衰退的關鍵將取決於6月份的訂單，而就目前的能見度來看仍不樂觀。往年Q2下旬將逐步脫離傳統淡季，而對照於大立光近五年的表現來看，疫情對手機的影響已開始發酵，中高階手機已成為首當其衝的產品。
由於對於疫情造成潛在斷料的擔憂而提前拉貨，第一季臺灣電路板廠商普遍對營收的影響相對無感，部份廠商甚至因拉貨反而有不錯的業績表現，進入第二季後將如實感受到終端需求下滑的市況，尤其以歐美為主要銷售區域的中高階手機。根據統計，2019年臺灣電路板產值共有36.6%的比重應用於通訊類產品，其中又以手機的占比最高，由於臺灣為中高階產品的主要供應商，少數廠商甚至有超過五成的營收應用於手機，以此推估，未來三個月臺灣電路板產值將會逐步體現出疫情的影響。（新聞來源：TPCA）
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