舜宇光学科技12月手机镜头出货量为9559.2万件 同比减少8.9%

Core Viewpoint - Sunny Optical Technology (02382) reported a decline in mobile lens shipments for December 2025, with a total of 95.592 million units, reflecting a 20% decrease quarter-on-quarter and an 8.9% decrease year-on-year [1] Group 1: Mobile Lens Shipments - Mobile lens shipments totaled 95.592 million units, down 20% from the previous quarter and down 8.9% from the same period last year [1] - The decline in mobile lens shipments is attributed to clients' inventory management at year-end [1] Group 2: Automotive Lens Shipments - Automotive lens shipments reached 7.477 million units, showing a 40.8% decrease quarter-on-quarter but a 17.7% increase year-on-year [1] - The year-on-year growth in automotive lens shipments is driven by increased client demand [1] - The quarter-on-quarter decline is mainly due to the impact of the Christmas holiday on client orders [1] Group 3: Mobile Camera Module Shipments - Mobile camera module shipments amounted to 37.744 million units, reflecting a 9% decrease quarter-on-quarter and a 29.3% decrease year-on-year [1] - The year-on-year decline in mobile camera module shipments is primarily due to a high base from the previous year, which was influenced by client demand for inventory [1]