舜宇光学科技：9月手机摄像模组出货量为4852.4万件 环比增加15.3% 同比增加32%

Core Viewpoint - Sunny Optical Technology (02382) reported an increase in automotive lens shipments and mobile camera module shipments, indicating a positive trend in client demand despite a slight decline in mobile lens shipments year-on-year [1] Summary by Category Mobile Lens Shipments - Mobile lens shipments reached approximately 118 million units in September 2025, representing a 1.9% increase month-on-month but a 1% decrease year-on-year [1] Automotive Lens Shipments - Automotive lens shipments totaled 11.66 million units, showing a 15.8% increase month-on-month and a 25.2% increase year-on-year [1] - The year-on-year increase in automotive lens shipments is attributed to heightened client demand, while the month-on-month increase is due to the delayed shipment of certain products from August to September [1] Mobile Camera Module Shipments - Mobile camera module shipments amounted to 48.52 million units, reflecting a 15.3% increase month-on-month and a 32% increase year-on-year [1] - The growth in mobile camera module shipments is also linked to increased client demand [1]