元器件交易网讯 3月21日消息,据来自上游供应链消息,小型相机模块(CCM)制造商从智能手机厂商获得订单激增特别是高端相机模块,增长会持续到第二个季度。台湾CCM制造商光宝科技透露到2013年底其月产能已达2600万块,在2014年他们准备再扩大产能30%达到每月3300-3500万台。
随着竞争日益激烈,大多数智能手机厂商一直在努力提高自己产品的规格其中就包括高品质摄像功能。这些厂商并已在积极准备上半年要推出的新机型相关存货。而一些中档及入门级智能手机也准备采用高端相机模块,光宝科技密切开始关注这些手机的相关需求,并且为增加额外产能做准备。
与此同时台系厂商CCM致伸科技正积极获取大陆客户订单,并有望获得小米和美国的客户续订。一些市场观察家估计,该制造商的月产能已经达到2000万块。(元器件交易网 白玉涛译)
以下为外文:
Compact camera module (CCM) makers' orders from smartphone vendors have been growing strongly especially for high-end camera modules with visibility already reaching the end of the second quarter, according to sources from the upstream supply chain.
As competitions are growing fiercer, most smartphone vendors have been trying to improve their product specifications such as cameras to attract demand and have been aggressively preparing related inventories for new models scheduled for the first half.
Taiwan-based CCM maker Lite-On Technology revealed that its monthly capacity reached over 26 million units at the end of 2013 and is set to expand capacity by at least 30% in 2014 to reach a volume of 33-35 million units per month.
Since some mid-range and entry-level smartphones are also starting to adopt high-end camera modules, Lite-On is closely monitoring related demand to prepare for possible extra capacity increases.
Meanwhile, Taiwan-based CCM maker Primax is aggressively landing orders from China-based clients and is seeing orders from Xiaomi and US-based clients grow rapidly. Some market watchers estimate that the maker's monthly capacity has reached over 20 million units.
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