Shulou(Shulou.com)11/24 Report--

CTOnews.com February 5, according to Taiwan's Economic Daily, Apple lens supplier Da Liguang released the latest financial data today. Data show that Dali's monthly revenue of NT $3.26 billion (currently about 737 million yuan) in January 2023 was 18% lower than the previous month and 13% lower than the same period last year, an eight-month low.

CTOnews.com learned that Da Liguang said that due to weak downstream demand, the delivery momentum could decline further in February.

Taiwan media pointed out that Lin Enping, chairman of Dali Light, previously said that due to the deterioration of global economic momentum and the deterioration of market demand, compared with the law said three months ago, the elimination of mobile phone inventory has not improved, and almost global mobile phone brand factories are very pessimistic. I don't see any optimistic manufacturers.

Talking about the progress of upgrading specifications in the global mobile phone market, Lin Enping pointed out that in addition to the continuous upgrading of flagship models, most of the other specifications are still in use. This is also because the inventory of sensors is too high, the upgrading speed of mobile phones also slows down, the number of 8p (eight plastic lenses) models increases, but the quantity is not good, the design of 9p is reasonable, but customers are not willing to adopt it.

Due to poor market conditions, Lin Enping said frankly that the overall market competition this year will be more fierce than last year, and there is great pressure to reduce prices.

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