舜宇光学科技自愿刊发2025年6月各主要产品出货量

Core Viewpoint - Sunny Optical Technology (Group) Co., Ltd. reported strong performance in product shipments for June 2025, particularly in optical components and a significant increase in demand for automotive lenses, which grew by 44.6% year-on-year [1][5][10]. Optical Components - The shipment volume of glass spherical lenses reached 2,173 thousand units, with a month-on-month increase of 2.2% but a year-on-year decrease of 3.9% [5][9]. - Mobile lens shipments totaled 95,056 thousand units, reflecting a month-on-month decline of 3.1% and a year-on-year drop of 12.7%, attributed to the company's focus on mid-to-high-end projects and improved product structure compared to the previous year [9][10]. - Automotive lens shipments were 11,051 thousand units, showing a month-on-month increase of 3.2% and a year-on-year increase of 44.6%, driven by increased client demand [5][10]. - Other lens shipments amounted to 10,419 thousand units, with a month-on-month decrease of 1.1% and a year-on-year increase of 37.4%, mainly due to significant growth in the Internet of Things (IoT) lens shipments and an increase in market share [9][10]. Optoelectronic Products - Mobile camera module shipments reached 41,932 thousand units, with a month-on-month increase of 11.1% and a year-on-year increase of 0.7%, primarily due to project cycle factors from a specific client [6][11]. - Other optoelectronic products saw shipments of 4,430 thousand units, reflecting a month-on-month decrease of 8.5% but a year-on-year increase of 21.3% [11]. Optical Instruments - The shipment volume of microscopes was 16,797 units, with a month-on-month increase of 3.6% and a year-on-year increase of 42.9% [7][12]. - Cumulative shipments from January to June 2025 included 12,620 thousand glass spherical lenses, 593,544 thousand mobile lenses, 64,782 thousand automotive lenses, 56,127 thousand other lenses, 228,358 thousand mobile camera modules, 21,410 thousand other optoelectronic products, and 118,938 microscopes [12].