技术深耕赋能多元突破，欧菲光(002456.SZ)上半年营收98.37 亿元

Core Insights - O-Film Technology Co., Ltd. reported a revenue of 9.837 billion yuan for the first half of 2025, marking a year-on-year growth of 3.15% [1] - The company focuses on core strengths, innovation-driven strategies, and solidifying its foundation for sustainable growth [1] Group 1: Business Segments - The smartphone business remains the cornerstone of O-Film's transformation, with a strong emphasis on high-end optical imaging technology since entering the field in 2012 [1] - O-Film is a leading supplier of under-display fingerprint recognition modules and maintains a leading market share in the Android ecosystem for ToF front-facing facial recognition products [1] Group 2: Smart Automotive Sector - The smart automotive business is a key growth driver, with projected revenue surpassing 2 billion yuan in 2024, accounting for 11.74% of total revenue [2] - In the first half of 2025, the smart automotive segment saw an 18.19% year-on-year revenue increase to 1.262 billion yuan, indicating a strong upward trend [2] Group 3: Emerging Fields - O-Film is strategically investing in emerging fields such as drones, action cameras, and smart devices, achieving scalable revenue and entering DJI's supply chain [2] - The company is also focusing on cutting-edge areas like AR/VR and robotics, with successful mass production of machine vision solutions [2] Group 4: Technological Advancements - O-Film has made significant advancements in optical lens technology for industrial and medical applications, overcoming key technical challenges in disposable endoscopes [2] - The company aims to become the first Chinese manufacturer to supply a full range of lens modules, enhancing its position in the industry [2] Group 5: Industry Trends - The rapid iteration of AI technology is reshaping the industry landscape, prompting companies like O-Film to focus on core technology research and exploration of new growth spaces [3]