Core Viewpoint - Sunny Optical Technology (02382) reported a decline in mobile lens shipments for December 2025, indicating potential challenges in the mobile camera module market [1] Mobile Lens Shipments - The mobile lens shipment volume is projected to be 95.592 million units, representing a 20% decrease quarter-over-quarter and an 8.9% decrease year-over-year [1] Automotive Lens Shipments - The automotive lens shipment volume is expected to reach 7.477 million units, showing a significant quarter-over-quarter decline of 40.8%, but a year-over-year increase of 17.7% [1] Camera Module Shipments - The shipment volume for mobile camera modules is anticipated to be 37.744 million units, reflecting a 9% decrease quarter-over-quarter and a 29.3% decrease year-over-year [1]
舜宇光学科技12月手机镜头出货量为9559.2万件 环比减少20%