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丘钛科技高开逾3% 8月摄像头模组销售数量合计4707.9万件 同比增长44.3%

Core Viewpoint - Hillstone Technology (01478) experienced a significant stock increase of 3.34%, reaching HKD 14.87, with a trading volume of HKD 505,600, following the announcement of strong sales growth in camera and fingerprint recognition modules [1] Sales Performance - Camera module sales reached 47.079 million units in August 2025, representing a quarter-on-quarter increase of 18.4% and a year-on-year increase of 44.3% [1] - Fingerprint recognition module sales totaled 20.59 million units, with a quarter-on-quarter increase of 43% and a year-on-year increase of 27.8% [1] Market Dynamics - The significant year-on-year growth in camera module sales is attributed to an increase in market share within the smartphone camera module business and substantial growth in sales for IoT and smart automotive applications [1] - The quarter-on-quarter growth in fingerprint recognition module sales is influenced by customer project cycles, while the year-on-year growth is due to an increase in market share in the fingerprint recognition module business, particularly in ultrasonic fingerprint recognition modules [1]