舜宇光学科技(02382)8月手机镜头出货量为约1.15亿件 同比减少7.1%

Core Viewpoint - Sunny Optical Technology (02382) reported its lens shipment data for August 2025, indicating mixed performance across different product categories [1] Group 1: Mobile Lens Shipments - The mobile lens shipment volume reached approximately 115 million units, representing a 17% increase month-on-month but a 7.1% decrease year-on-year [1] - The month-on-month increase in mobile lens shipments is attributed to improved client demand [1] Group 2: Automotive Lens Shipments - The automotive lens shipment volume was 10.067 million units, showing an 11.3% decrease month-on-month but a 19.3% increase year-on-year [1] - The year-on-year growth in automotive lens shipments is also due to increased client demand, while the month-on-month decline is primarily due to delays in shipping some products to the next month based on client requests [1] Group 3: Camera Module Shipments - The shipment volume for mobile camera modules was 42.103 million units, reflecting a 1.2% decrease month-on-month and a 6.3% increase year-on-year [1]