舜宇光学科技7月手机镜头出货量为约9856.5万件 环比增加3.7% 同比减少14.6%

Core Viewpoint - Sunny Optical Technology (02382) reported a mixed performance in lens shipments for July 2025, with mobile lens shipments declining year-on-year while automotive lens shipments showed significant growth [1] Mobile Lens Shipments - Mobile lens shipments reached approximately 98.565 million units, representing a quarter-on-quarter increase of 3.7% but a year-on-year decrease of 14.6% [1] - The decline in mobile lens shipments is attributed to the company's focus on mid-to-high-end projects and a significant improvement in product structure compared to the same period last year [1] Automotive Lens Shipments - Automotive lens shipments totaled 11.349 million units, with a quarter-on-quarter increase of 2.7% and a year-on-year increase of 28.8% [1] - The growth in automotive lens shipments is primarily driven by increased client demand [1] Camera Module Shipments - Camera module shipments for mobile devices amounted to 42.629 million units, reflecting a quarter-on-quarter increase of 1.7% but a year-on-year decrease of 2.9% [1]