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舜宇光学科技(02382.HK)8月手机镜头出货量环比上升17% 车载镜头出货量环比减少11.3%

Core Insights - Sunny Optical Technology (02382.HK) reported its shipment volumes for major products as of August 2025, indicating mixed performance across different segments [1] Optical Components Division - Glass spherical lens shipments reached 3.062 million units, reflecting a month-on-month increase of 15.1% but a year-on-year decrease of 2.4% [1] - Mobile lens shipments totaled 115 million units, with a month-on-month increase of 17.0% and a year-on-year decrease of 7.1% [1] - Automotive lens shipments were 10.067 million units, showing a month-on-month decrease of 11.3% but a year-on-year increase of 19.3% [1] - Other lens shipments amounted to 9.081 million units, with a month-on-month decrease of 15.6% and a year-on-year decrease of 30.9% [1] Optoelectronic Products Division - Mobile camera module shipments reached 42.103 million units, reflecting a month-on-month decrease of 1.2% but a year-on-year increase of 6.3% [1] - The increase in mobile lens shipments is attributed to improved client demand [1] - The year-on-year growth in automotive lens shipments is also due to increased client demand, while the month-on-month decline is linked to the postponement of some products to the next month based on customer requests [1]