网友提问:
欧菲科技(002456)
研报日期:2018-10-22 欧菲科技(002456) Multi-cams, UD FPMs and new iPhone projects as key growth drivers O-Film reported solid 3Q18 results, with sales up 38% YoY and EPS up 58% YoY,driven by rising multi-cam adoption from Android clients and new iPhone projectwins (Face ID receiver, and TP sensor). 2019 outlook seems promising. We expecttrio-cams and under-display fingerprint modules (UD FPMs) to be the key 2019upgrade themes on Android phones. O-Film is the only firm under our coveragethat can capture both upgrades. Also, it is set to gain more market share (FaceID receivers and TP sensors) and win
网友回复
极地蜘蛛:
这个来得直接,挂钩华为
放开那头牛:
德意志银行研报
欧菲主力部队:
有毛用